Service 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

Who is BGM?

BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting, and tax services to meet business and personal needs.

We go beyond solving problems—we anticipate needs, provide insight, and uncover opportunities. Our team partners with clients across a wide range of industries to deliver meaningful results.

Primary Purpose

BGM is seeking a relationship-focused Service Advisor to manage client relationships, deliver exceptional service, and support the financial planning process.

This role is ideal for an experienced professional who thrives on building strong client connections, providing strategic financial guidance, and contributing to a collaborative advisory team. The Service Advisor will primarily manage ongoing client relationships while supporting more complex client needs alongside senior advisors.

Responsibilities include but are not limited to:

• 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

Required Qualifications and Skills:

• 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
• Excellent analytical, organizational, and problem‑solving skills
• Exceptional communication and interpersonal skills, with the ability to explain complex concepts clearly
• Ability to work independently while collaborating effectively within a team
• Strong time management skills with the ability to manage multiple priorities
• High level of professionalism, ethics, and client service orientation
• Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus

What You’ll Love About Us

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 18 days paid time off, 8 paid holidays
• Health Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In‑office, work‑from‑home, or hybrid, depending on position and location.

Not sure if you qualify? Think about applying anyway:

We understand that not everyone brings 100% of the skills and experience for the role. At BGM, we are focused on building a diverse and inclusive workforce and welcome candidates with a variety of experiences and backgrounds. Whether you are returning to work, changing career paths, or looking to grow, we encourage you to apply.

BGM is proud to be an equal opportunity employer. We believe a strong culture is built by hiring diverse talent and fostering an inclusive workplace. We provide equal employment opportunities to all individuals regardless of race, color, religion, age, sex, national origin, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status.