Senior Client-Relationship Wealth Advisor

BGM; West Des Moines (IA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

18 days paid time off

Health insurance with HSA and FSA options

401(k) with company contribution

Educational benefits

Job summary

BGM is seeking a Service Advisor in West Des Moines to manage client relationships and provide exceptional financial planning services. This role is ideal for someone who thrives on building strong client connections and providing strategic advice.

Responsibilities include managing client portfolios, conducting financial analysis, and ensuring compliance with regulatory standards. Candidates should have 5+ years of financial planning experience and CFP® certification.

Benefits include paid time off, health and education support, and flexible work models.

Qualifications

• 5+ years of experience in a financial planning or wealth management firm.
• Strong analytical, organizational, and problem-solving skills.
• Ability to work independently while collaborating effectively within a team.

Responsibilities

• Manage and retain ongoing client relationships through proactive communication and financial planning.
• Conduct in-depth financial planning and analysis for clients.
• Prepare for and lead client meetings to ensure strategies are implemented.

Skills

Financial planning concepts

Investment products

Compliance requirements

Analytical skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree or equivalent work experience

Certified Financial Planner (CFP®)

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

BGM is seeking a Service Advisor in West Des Moines to manage client relationships and provide exceptional financial planning services. This role is ideal for someone who thrives on building strong client connections and providing strategic advice.

Responsibilities include managing client portfolios, conducting financial analysis, and ensuring compliance with regulatory standards. Candidates should have 5+ years of financial planning experience and CFP® certification.

Benefits include paid time off, health and education support, and flexible work models.