Senior Wealth Planning & Client Advisor

bgmgroup; BLOOMINGTON (MN); 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

Educational benefits for CPA and higher education

Job summary

bgmgroup is looking for a Service Advisor in Bloomington, MN, to manage client relationships and deliver exceptional financial planning services. The ideal candidate will have experience in wealth management, strong analytical skills, and a CFP® designation. In this role, you'll conduct financial planning analyses and support client engagement strategies within a collaborative team.

The company values inclusivity and offers flexible work models, competitive benefits including health insurance and paid time off, and opportunities for educational growth.

Qualifications

• 5+ years of experience in a financial planning or wealth management firm.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to explain complex concepts clearly.

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.
• Serve as the primary point of contact for client service requests and inquiries.

Skills

Financial planning concepts

Investment products

Compliance requirements

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent work experience

Certified Financial Planner (CFP®) designation

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

bgmgroup is looking for a Service Advisor in Bloomington, MN, to manage client relationships and deliver exceptional financial planning services. The ideal candidate will have experience in wealth management, strong analytical skills, and a CFP® designation. In this role, you'll conduct financial planning analyses and support client engagement strategies within a collaborative team.

The company values inclusivity and offers flexible work models, competitive benefits including health insurance and paid time off, and opportunities for educational growth.