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Senior Wealth Planning & Client Advisor

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: bgmgroup
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 95000 USD Yearly USD 75000.00 95000.00 YEAR
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!

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Position Requirements
10+ Years work experience
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