Service Advisor

BGM Group

Service Advisor at BGM managing client relationships and providing financial planning guidance. Focused on building strong connections and working collaboratively with a financial planning team.

Posted 6/25/2026full-timeWest Des Moines • Iowa • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

18 days paid time off
8 paid holidays
Health Medical with HSA and FSA options
dental, and vision
401(k) with a generous company contribution
access to a personal financial planner
both legal and life insurance
Educational Benefits
Flexible Work Models

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningfinancial analysisretirement planninginvestment planningtax planningestate planningasset allocationrebalancingcompliance requirementsmarket trends

Soft Skills

analytical skillsorganizational skillsproblem-solving skillscommunication skillsinterpersonal skillstime management skillsprofessionalismethicsclient service orientationcollaboration

Certifications

Bachelor’s degreeCertified Financial Planner (CFP®)