Senior Client-Relationship Wealth Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
The following role is for a Senior Client-Relationship Wealth Advisor with BGM.
All applications are reviewed carefully by our team.
The position is based in West Des Moines, IA, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 70.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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