Advisor Growth Track (AGT)

Firm Description At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.

Position Overview

The Advisor Growth Track (AGT) is Bogart Wealth’s development program for early-career professionals interested in building a long-term career in wealth management. AGT team members gain hands-on experience across key areas of the firm, including Financial Planning, Portfolio Management, Client Services, and Advisory.

Through structured training, mentorship, and practical experience, participants build the technical knowledge, client-service skills, and confidence needed to grow into future advisory roles at Bogart Wealth.

Education

Required: Bachelor’s degree in Financial Planning Years of Experience: Entry-level; prior internship, financial services, client service, or related experience preferred but not required Key Responsibilities:

• Participate in structured rotations across Financial Planning, Portfolio Management, Client Services, and Advisory to develop a well-rounded understanding of the wealth management business.
• Support the preparation and maintenance of financial plans, client meeting materials, and follow-up items.
• Assist with portfolio-related analysis, investment research, account reviews, and other projects under the direction of the Portfolio Management team.
• Partner with Client Services to learn account opening, money movement, documentation, custodial processes, and day-to-day client service operations.
• Shadow advisors and participate in client meetings as appropriate to build communication, relationship-management, and advisory skills.
• Learn Bogart Wealth’s systems, processes, investment philosophy, financial planning approach, and client service standards.
• Complete assigned training, licensing, and professional development expectations within established timelines.
• Take ownership of assigned projects and responsibilities while seeking feedback and applying it to continued development.
• Collaborate across departments and contribute to a positive, solutions-oriented team environment.
• Demonstrate professionalism, sound judgment, attention to detail, and a commitment to delivering an exceptional client experience.

Requirements

& Skills:

• Strong interest in financial planning, wealth management, and developing toward a client-facing advisory career.
• Excellent written and verbal communication skills with the confidence to interact professionally with colleagues and clients.
• Strong analytical, organizational, and problem-solving skills.
• High attention to detail and ability to manage multiple priorities and deadlines.
• Self-motivated, coachable, and eager to learn in a fast-paced professional environment.
• Ability to take ownership, follow through on commitments, and ask thoughtful questions when clarification is needed.
• Comfort working collaboratively across multiple departments and adapting to different responsibilities throughout the program.
• Alignment with Bogart Wealth’s core values: Enthusiastic, Collaborative, and Solutions-Oriented.

Benefits

• Competitive compensation
• Paid health benefits (medical, dental, vision, etc.) for employees
• Paid Time Off based on years of experience
• A 401(k) retirement plan with company match
• Structured training, mentorship, and professional development opportunities
• A fun and friendly team of colleagues