Service Advisor

BGM Group•Bloomington, MN

10d•Hybrid

About The Position

BGM 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.

Requirements

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

Nice To Haves

Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus

Responsibilities

Manage and retain ongoing client relationships through proactive communication and financial planning
Conduct in-depth financial planning and analysis, including retirement, investment, tax, and estate planning
Prepare for and lead client meetings, ensuring strategies are effectively implemented
Serve as the primary point of contact for client service requests and inquiries
Manage client portfolios, including asset allocation and rebalancing
Identify opportunities to expand client relationships and capture additional share of wallet
Maintain a high client retention rate (~95%)
Ensure all client interactions and recommendations comply with regulatory standards
Collaborate with advisors, paraplanners, and other team members to deliver comprehensive client solutions
Participate in business development activities and generate client referrals
Stay current on market trends, financial strategies, and regulatory changes