Wealth Advisor
Bgmgroup
About this role
BGM is a nationally recognized financial advisory firm providing a full suite of financial services with a focus on growth and client impact. They are seeking a Wealth Advisor to manage client relationships, support financial planning, and drive business development efforts.
Skills
Qualifications
About Bgmgroup
bgm360.comBGM is a financial advisory and accounting firm that partners with businesses and individuals to unlock financial potential through business solutions and personal wealth planning. They offer a full suite of services—accounting, advisory, and tailored wealth‑planning strategies—designed to drive measurable impact and long‑term success. BGM positions itself as a trusted, future‑focused advisor, helping clients plan and adapt their finances to meet evolving goals.
About Bgmgroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Bgmgroup.
Salary
$75k – $150k
per year
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