Senior Wealth Planning & Client Advisor

bgmgroup; West Des Moines (IA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

18 days paid time off

401(k) with company contribution

Health, dental and vision insurance

Educational benefits

Job summary

BGM Group in West Des Moines is looking for a Service Advisor to manage client relationships and deliver exceptional financial planning services. This role requires strong analytical skills and a CFP certification, providing a chance to build impactful client connections.

Benefits include paid time off, health insurance, a 401(k) plan with company contributions, and opportunities for education reimbursement. Join a diverse team that values inclusion and individual growth!

Qualifications

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

Responsibilities

• Manage and retain ongoing client relationships through proactive communication.
• Conduct in-depth financial planning and analysis.
• Prepare for and lead client meetings.

Skills

Financial planning concepts

Investment products

Compliance requirements

Exceptional communication skills

Education

Bachelor’s degree or equivalent work experience

Certified Financial Planner (CFP®)

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

BGM Group in West Des Moines is looking for a Service Advisor to manage client relationships and deliver exceptional financial planning services. This role requires strong analytical skills and a CFP certification, providing a chance to build impactful client connections.

Benefits include paid time off, health insurance, a 401(k) plan with company contributions, and opportunities for education reimbursement. Join a diverse team that values inclusion and individual growth!