Service Advisor

Primary Purpose

BGM is seeking a relationship-focused Service Advisor to manage client relationships, deliver exceptional service, and support the financial planning process.

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

Required Qualifications And Skills

• 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