More jobs:
CFP Service Advisor: Client Relationships & Planning
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-07-25
Listing for:
Boeckermann Grafstrom & Mayer
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Boeckermann Grafstrom & Mayer is seeking a relationship-focused Service Advisor to manage client relationships, deliver strategic financial guidance, and support the financial planning process in Iowa. This role thrives on building client connections, providing guidance, and contributing to a collaborative advisory team.
The ideal candidate has 5+ years in wealth management, a CFP designation, and strong communication skills to lead meetings and collaborate with senior advisors.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×