Senior Client-Relationship Wealth Advisor
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-06-18
Listing for:
BGM
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
BGM is seeking a Service Advisor in West Des Moines to manage client relationships and provide exceptional financial planning services. This role is ideal for someone who thrives on building strong client connections and providing strategic advice.
Responsibilities include managing client portfolios, conducting financial analysis, and ensuring compliance with regulatory standards. Candidates should have 5+ years of financial planning experience and CFP® certification.
Benefits include paid time off, health and education support, and flexible work models.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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