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Wealth Planning Relationship Advisor

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Boeckermann Grafstrom & Mayer
Full Time position
Listed on 2026-06-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Boeckermann Grafstrom & Mayer in West Des Moines is seeking a Service Advisor to manage client relationships and provide exceptional service. This role is ideal for experienced professionals with a strong background in financial planning and the ability to build client connections.

The successful candidate will conduct financial planning, lead client meetings, and ensure strategies are implemented properly while working collaboratively with the advisory team. A CFP certification is required. Enjoy generous benefits including medical, paid time off, and flexible work models.

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