Jobs in West Des Moines, IA

About the role

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.

What you'll bring

• Bachelor’s degree or equivalent work experience
• 5+ years of experience in a financial planning or wealth management firm
• Certified Financial Planner (CFP®) designation required
• Strong understanding of financial planning concepts, investment products, and compliance requirements
• Excellent analytical, organizational, and problem-solving skills
• Exceptional communication and interpersonal skills, with the ability to explain complex concepts clearly
• Ability to work independently while collaborating effectively within a team
• Strong time management skills with the ability to manage multiple priorities
• High level of professionalism, ethics, and client service orientation
• Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus

Benefits