Investment Advisor Representative - Lead Advisor Track

Do you love building deep relationships and taking care of people over the long haul?

We do, too.

As a championship team, we believe that teamwork, trust, and shared goals are everything. Our clients will tell you that every interaction, relationship, and retirement plan is built on collaboration and excellence—the same mindset that drives how we treat our team. If you thrive in a fast-paced, client-focused environment and love serving people well (without having to “sell” or close new business), we’d love to meet you.

Who We Are

We are an independent advisory firm that values building strong, lasting relationships with our clients. As fiduciaries, we help create better financial outcomes by carefully analyzing options, understanding the numbers, and eliminating emotional decision-making.

We walk with our clients through every season of life, especially the transition into and through retirement. We pride ourselves on a culture of extreme ownership, genuine care, and doing the right thing even when no one is watching—the same principles that define a great team both on and off the field.

We’re looking for a driven Financial Advisor with 2–4 years of financial services or sales experience who is ready to take their career to the next level, but may be limited today by inconsistent lead flow, lack of mentorship, or unclear pathways for advancement.

This role is designed for talented professionals who want to build a long-term career within BAM Advisory Group. You’ll benefit from a structured training program, ongoing mentorship, and—once training milestones are met—access to a steady flow of firm-generated qualified leads. We also provide financial sponsorship toward obtaining your CFP® designation to support your professional growth.

This is an ideal position for someone who thrives in a relationship-focused environment, wants to serve clients deeply, and prefers a proven system rather than hunting for business.

Your Everyday Superpowers – A Relationship-Driven Advisor Position

At the heart of our firm is a strong, client-first culture where meaningful connections and exceptional service drive everything we do. In this role, you’ll guide clients using our BAM Retirement Game Plan™ process, helping them gain clarity, confidence, and long-term peace of mind.

We’re looking for a highly coachable, proactive, team-oriented professional who loves meaningful conversations, is energized by helping clients solve problems, and is eager to grow into a high-performing, full-service advisor within a supportive team environment.

Deliver Comprehensive Planning & Ongoing Advice

• Guide clients through the BAM Retirement Game Plan™ system across income, investment, tax, healthcare, and legacy planning.
• Conduct discovery meetings to understand client goals, risks, and concerns.
• Design personalized financial strategies using our planning tools (CRM, eMoney, internal systems).

Client Relationship Management

• Build deep, long-term relationships centered on trust, clarity, and proactive communication.
• Serve as a knowledgeable, steady guide as clients navigate retirement decisions.
• Maintain a client-first approach in every interaction—phone, email, or in person.

Professional Execution & Compliance

• Implement planning recommendations in coordination with senior advisors and our operations team.
• Maintain compliance with SEC, FINRA, and firm policies.
• Document all client interactions clearly and accurately within the CRM.

Collaboration & Team Integration

• Work closely with senior advisors, operations, and planning teams to deliver seamless client experiences.
• Contribute ideas to strengthen processes, communication, and the overall client journey.
• Participate in ongoing training, role-play sessions, and internal meetings as part of your growth path.

Your Qualifications

• 2–4 years of experience in financial services or investment-related sales
• Active Series 65 or 7 & 66 license required (insurance licensing preferred)
• Excellent communicator and natural relationship builder
• Highly coachable, motivated, and eager to grow within a team-driven environment
• Organized, detail-oriented, and committed to process excellence
• Ability to manage multiple priorities and follow through with consistency
• Familiarity with financial planning concepts and tools; planning software experience is a plus

What We Offer

• Structured 6–12 month training and mentorship program
• Firm-generated qualified leads once training milestones are met
• Financial sponsorship for CFP® certification
• Full access to BAM’s Retirement Game Plan™ system and planning tools
• Clear career growth path within BAM Advisory Group
• Competitive compensation aligned with experience and performance

Culture-Driven Environment

Be part of a team that values authenticity, trust, family, and extreme ownership. We care about who you are, not just what you do.

Growth & Development

You’ll receive ongoing training, one-on-one mentorship, and a defined path to senior advisory roles—without having to prospect or cold-sell.

Impactful Work

You’ll help individuals and families design, protect, and enjoy their best retirement—often during their most important seasons of life.

Competitive Compensation & Benefits

• Fully paid health and dental for yourself (no vision)
• 401(k) plan
• 4-day Epic Pass
• Team experiences and events