Service Advisor (Wealth Management)

Job overview

The Service Advisor is a hybrid role based in Minneapolis, MN. Compensation is not specified. This role supports the advisory team at BGM Group. This role exists to manage client relationships and provide strategic financial guidance. The advisor conducts financial planning, manages portfolios, and collaborates with senior advisors to deliver comprehensive solutions while maintaining high client retention rates.

What we're looking for

Skills & competencies

full-time

hybrid

minneapolis mn

bgm group

wealth management

financial planning

cfp

client relations

advisory

investment

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical with HSA/FSA, dental, vision, 401(k) with match, PTO, educational benefits

About the employer

BGM Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.