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Senior Wealth Planning & Client Advisor
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-08-02
Listing for:
bgmgroup
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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