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Senior Wealth Planning & Client Advisor
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-07-09
Listing for:
bgmgroup
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
BGM Group in West Des Moines is looking for a Service Advisor to manage client relationships and deliver exceptional financial planning services. This role requires strong analytical skills and a CFP certification, providing a chance to build impactful client connections.
Benefits include paid time off, health insurance, a 401(k) plan with company contributions, and opportunities for education reimbursement. Join a diverse team that values inclusion and individual growth!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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