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CFP: Client-Focused Financial Planning Advisor
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-08-10
Listing for:
BGM
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
BGM is seeking a relationship-focused Service Advisor to manage client relationships, deliver exceptional service, and support the financial planning process. This role emphasizes building strong client connections and contributing to a collaborative advisory team.
The Service Advisor will primarily manage ongoing client relationships while supporting more complex needs alongside senior advisors, ensuring regulatory compliance and high client retention in a hybrid work environment.
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