Wealth Planning Relationship Advisor

Boeckermann Grafstrom & Mayer; BLOOMINGTON (MN); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

18 days paid time off

Health insurance with HSA and FSA options

401(k) with company contribution

Paid community service time

Educational benefits

Job summary

Boeckermann Grafstrom & Mayer in Bloomington, Minnesota is seeking a Service Advisor to manage client relationships and provide exceptional service. This role focuses on delivering strategic financial guidance while supporting the financial planning process.

The ideal candidate has over 5 years of experience, a CFP designation, and excels in communicating complex concepts. The company offers a flexible work environment, health benefits, and educational opportunities.

Qualifications

• 5+ years of experience in a financial planning or wealth management firm.
• Strong time management skills with the ability to manage multiple priorities.
• Exceptional communication and interpersonal skills.

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.

Skills

Financial planning concepts

Investment products

Compliance requirements

Excellent analytical skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree or equivalent work experience

Certified Financial Planner (CFP) designation

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

Boeckermann Grafstrom & Mayer in Bloomington, Minnesota is seeking a Service Advisor to manage client relationships and provide exceptional service. This role focuses on delivering strategic financial guidance while supporting the financial planning process.

The ideal candidate has over 5 years of experience, a CFP designation, and excels in communicating complex concepts. The company offers a flexible work environment, health benefits, and educational opportunities.