Wealth Planning Relationship Advisor

Posted yesterday

boeckermann grafstrom mayerBloomington (MN)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Boeckermann Grafstrom & Mayer in Bloomington, Minnesota is seeking a Service Advisor to manage client relationships and provide exceptional service. This role focuses on delivering strategic financial guidance while supporting the financial planning process. The ideal candidate has over 5 years of experience, a CFP designation, and excels in communicating complex concepts. The company offers a flexible work environment, health benefits, and educational opportunities. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.