Senior Client-Relationship Wealth Advisor
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Finance & Banking
Job Description & How to Apply Below
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 opening is for a Senior Client-Relationship Wealth Advisor with BGM.
Join BGM and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Client-Relationship Wealth Advisor role at BGM, based in West Des Moines, IA, United States.
Position Requirements
10+ Years work experience(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).
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