New!
Bilingual Customer Service Representative Mom's Meals
Des Moines, IA4 days ago
- $18 Per Hour
["CFP Service Advisor: Client Relationships & Planning","CFP Service Advisor: Client Relationships & Planning"]
Boeckermann Grafstrom & Mayer
- West Des Moines
- 2 days ago
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Skills
- Certified Financial Planner (CFP)unmatched
- Communication Skillsunmatched
- Customer Relationsunmatched
- Customer Relationship Management (CRM)unmatched
- Financial Planningunmatched
- Financial Strategyunmatched
- Leadershipunmatched
- People Managementunmatched
- Team Playerunmatched
- Wealth Managementunmatched
Description
Boeckermann Grafstrom & Mayer is seeking a relationship-focused Service Advisor to manage client relationships, deliver strategic financial guidance, and support the financial planning process in Iowa. This role thrives on building client connections, providing guidance, and contributing to a collaborative advisory team.The ideal candidate has 5+ years in wealth management, a CFP designation, and strong communication skills to lead meetings and collaborate with senior advisors.#J-18808-Ljbffr
Numbers & Facts
| Location | West Des Moines |
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