Our firm is growing and we are looking for a dedicated Advisor to join our team. For any Advisor, finding the right fit in a firm is critical to success, and we developed this brochure that shares how we view wealth management, client service, and our role in serving the needs of high-net-worth families.

Position Overview:  The Advisors day-to-day responsibilities will include servicing new clients as well as servicing existing high-valued clients.  This individual will be primarily responsible for financial advice including portfolio analysis and research with frequent client-facing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution.  This individual will assist with the daily functions of a fast-paced, multi-priority area.

Required Skills and Abilities

• Goals and results-oriented
• Must be highly ethical, self-motivated with an outgoing personality that works well within a team setting
• Outstanding communication, active listening, and relationship-building
• Possesses strong analysis and numbers skills
• Must be self-motivated and client-service oriented
• Must be able to prioritize tasks and work well under pressure while remaining focused
• The ability to work independently with a high degree of quality and discipline

Essential Duties and Responsibilities

• Build rapport with clients, assess their needs, and present relevant features and benefits of company’s services
• Proactively reach out to clients who haven’t had recent contact with BAMG
• Respond to client e-mails and phone calls meeting their advice needs with excellence
• Prepare for, participate in, and follow-up to client reviews
• Attend staff meetings and continuing education sessions to stay current about products, services and policies
• Comply with all industry rules and regulations
• Review, approve and monitor required trading and allocation activities, as applicable
• Assist in the development of Operations and Junior Advisors to enable them to assume responsibility for a broader range of operations
• Ability to articulate the story of the practice and identify ideal qualified prospects
• Assess any insurance opportunities
• Work with Operations on client documentation, client meeting preparation and process
• Participate in team weekly and monthly meetings
• Participate in annual business planning strategy as requested
• Ability to create a sales and marketing strategy for new high-net-worth client relationships
• Full knowledge of investment management philosophies, products and providers
• Build client relationships based upon developing strategies tailored to their financial goals through the use of firm’s wealth management models
• Analyze investment opportunities and client needs, and recommend appropriate strategies
• Compile and analyze client data to develop long-term strategic plans
• Develop asset allocations strategies, including alternative investments
• Conduct tax gain/loss analysis
• Formulation of investment policy for each client
• Deepen existing client relationships – attract outside assets from existing clients
• Leverage local centers of influence to extend referral network

Specific Investment Related

• Design, implement, administer, and manage the investment program and process
• Analysis and selection of investments including mutual funds, exchange traded funds, fixed income, alternatives, etc
• Maintain awareness of domestic and international trends and events impacting the investment process
• Implement decisions on deploying capital across the varying asset classes
• Evaluate and review asset allocation, risk, investment strategy and other investment decisions on an ongoing basis to ensure optimal performance
• Research, due diligence, analysis and selection of third-party money managers, fund companies, etc
• Develop, maintain and manage preferred partner relationships
• Oversee investment manager performance

Core Values

• Possesses a deep understanding and exemplifies the notion of “I am Third” by putting God and others above self
• Promotes inspiration, challenge, and encouragement in the lives of all that they touch
• Relentlessly strives for excellence in all that they do

Educational and Experience Requirements and Preferences

• CFP® certification or coursework towards. CFA & CPA also desirable
• Bachelor’s degree required, graduate degree preferred (MBA, JD)
• Series 65 securities registration
• 5-7+ years of experience in a financial service sales or equivalent position with track record of success
• Proficiency with MicroSoft Office suite

Physical Job Requirements

Bending/ Kneeling:  Ability to bend to lower-level cabinets.  Bend to files in cabinet as needed.

Continuous Sitting:  Ability to sit for up to 8 hours a day at desk working on computer.