Service Advisor

Service AdvisorBGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting, and tax services to meet business and personal needs. We go beyond solving problems—we anticipate needs, provide insight, and uncover opportunities. Our team partners with clients across a wide range of industries to deliver meaningful results.BGM is seeking a relationship-focused Service Advisor to manage client relationships, deliver exceptional service, and support the financial planning process. This role is ideal for an experienced professional who thrives on building strong client connections, providing strategic financial guidance, and contributing to a collaborative advisory team. The Service Advisor will primarily manage ongoing client relationships while supporting more complex client needs alongside senior advisors.Responsibilities include but are not limited to:Manage and retain ongoing client relationships through proactive communication and financial planningConduct in-depth financial planning and analysis, including retirement, investment, tax, and estate planningPrepare for and lead client meetings, ensuring strategies are effectively implementedServe as the primary point of contact for client service requests and inquiriesManage client portfolios, including asset allocation and rebalancingIdentify opportunities to expand client relationships and capture additional share of walletMaintain a high client retention rate (~95%)Ensure all client interactions and recommendations comply with regulatory standardsCollaborate with advisors, paraplanners, and other team members to deliver comprehensive client solutionsParticipate in business development activities and generate client referralsStay current on market trends, financial strategies, and regulatory changesRequired Qualifications and Skills:Bachelor's degree or equivalent work experience5+ years of experience in a financial planning or wealth management firmCertified Financial Planner (CFP®) designation requiredStrong understanding of financial planning concepts, investment products, and compliance requirementsExcellent analytical, organizational, and problem-solving skillsExceptional communication and interpersonal skills, with the ability to explain complex concepts clearlyAbility to work independently while collaborating effectively within a teamStrong time management skills with the ability to manage multiple prioritiesHigh level of professionalism, ethics, and client service orientationExperience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plusWhat You'll Love About Us:Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.Rest and Relaxation. 18 days paid time off, 8 paid holidays,Health Medical with HSA and FSA options, dental, and vision.Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.Give back. Get paid to give your time to the community: ask us about this!Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.Not sure if you qualify? Think about applying anyway:We understand that not everyone brings 100% of the skills and experience for the role. At BGM, we are focused on building a diverse and inclusive workforce and welcome candidates with a variety of experiences and backgrounds. Whether you are returning to work, changing career paths, or looking to grow, we encourage you to apply.BGM is proud to be an equal opportunity employer. We believe a strong culture is built by hiring diverse talent and fostering an inclusive workplace. We provide equal employment opportunities to all individuals regardless of race, color, religion, age, sex, national origin, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status.