CFP: Client-Focused Financial Planning Advisor

BGM; BLOOMINGTON (MN); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Paid time off

8 holidays

Health Insurance (HSA)

401(k) with company match

Educational benefits

Hybrid work options

Job summary

BGM is seeking a relationship-focused Service Advisor to manage client relationships, deliver exceptional service, and support the financial planning process. This role emphasizes building strong client connections and contributing to a collaborative advisory team.

The Service Advisor will primarily manage ongoing client relationships while supporting more complex needs alongside senior advisors, ensuring regulatory compliance and high client retention in a hybrid work environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years of experience in a financial planning or wealth management firm.
• Certified Financial Planner (CFP®) designation required.
• Strong understanding of financial planning concepts, investment products, and compliance requirements.

Responsibilities

• Manage and retain ongoing client relationships through proactive communication and financial planning.
• Conduct in-depth financial planning and analysis, including retirement, investment, tax, and estate planning.
• Prepare for and lead client meetings, ensuring strategies are effectively implemented.
• Serve as the primary point of contact for client service requests and inquiries.
• Manage client portfolios, including asset allocation and rebalancing.
• Identify opportunities to expand client relationships and capture additional share of wallet.
• Maintain a high client retention rate (~95%).
• Ensure all client interactions and recommendations comply with regulatory standards.
• Collaborate with advisors, paraplanners, and other team members to deliver comprehensive client solutions.
• Participate in business development activities and generate client referrals.
• Stay current on market trends, financial strategies, and regulatory changes.

Skills

Client relationship management

Financial planning

Regulatory compliance

Communication

Team collaboration

Time management

Education

Bachelor's degree or equivalent

CFP designation

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

BGM is seeking a relationship-focused Service Advisor to manage client relationships, deliver exceptional service, and support the financial planning process. This role emphasizes building strong client connections and contributing to a collaborative advisory team.

The Service Advisor will primarily manage ongoing client relationships while supporting more complex needs alongside senior advisors, ensuring regulatory compliance and high client retention in a hybrid work environment.