Service Advisor

BGM Group

Service Advisor managing client relationships at BGM, delivering financial planning and exceptional service. Collaborating with senior advisors, ensuring strategies are effectively implemented and client retention is high.

Posted 6/25/2026full-timeBloomington • Minnesota • 🇺🇸 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 primary point of contact for client service requests and inquiries
Manage client portfolios, including asset allocation and rebalancing
Identify opportunities to expand client relationships
Maintain a high client retention rate (~95%)
Ensure compliance with regulatory standards
Collaborate with advisors, paraplanners, and other team members
Participate in business development activities

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
Ability to communicate complex concepts clearly
Strong time management skills with the ability to manage multiple priorities
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 insurance
401(k) with a generous company contribution
Access to a personal financial planner
Legal and life insurance
Educational benefits for CPA or higher education expenses
Flexible work models: In-office, work-from-home, or hybrid

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningfinancial analysisretirement planninginvestment planningtax planningestate planningasset allocationportfolio managementcompliancebusiness development

Soft Skills

communicationanalytical skillsorganizational skillsproblem-solvingtime managementclient relationship managementproactive communicationteam collaborationstrategic implementationclient retention

Certifications

Bachelor's degreeCertified Financial Planner (CFP®)