Investment Advisor Representative - Lead Advisor Track

Join Our Mission

To empower every person to build a healthy, confident relationship with money—so they can live freely, give generously, and live each day with peace of mind.

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

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.

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. 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.

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.

• 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).

• 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.

• 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.

• 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.

• 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…