Senior Client-Relationship Wealth Advisor
BGM
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. #J-18808-Ljbffr BGM
Vacancy posted 3 days ago
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