Description

This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans, and other administrative tasks relating to clients.

Why work here?

Competitive pay
Flexible Working Options
12 Paid Holidays & 15 Days of PTO to start
Company Paid STD, LTD & Life Insurance
Medical, Dental & Vision Plans
Health Savings Accounts & Flex Spending Accounts
FREE Financial Planning & Tax Preparation Services
Continuing Education Funding

Work Schedule

Monday - Friday
Hybrid; 4 days ITO, 1 day WFH

Responsibilities

Participate in client meetings in the appropriate capacity which could include but is not limited to: taking notes, creating priority lists, drafting communications, delegating assignments, documenting history, quarterly calls with clients
Manage the planning process
Transition into lead advisor for certain clients when development has reached appropriate level
Participate in and conduct client reviews and prepare plan revisions
Follow up on client issues and communicate on a timely basis
Place trades in client accounts according to BFG models on a timely basis
Manage processes through Salesforce
Serve as back up to other team members as needed
Learn and utilize all firm programs

Requirements

2-3 years of financial services industry experience, preferably with some involvement in a similar role
Series 65 License or CFP required
Ability to effectively present information and respond to questions from other staff, clients, and the general public
Excellent computer skills with advanced knowledge of the Microsoft Office Suite
Experience with Salesforce and eMoney is a plus
Ability to seek out solutions and solve problems
Highly organized with a strong attention to detail and accuracy

Headquartered in Plymouth, MN, BFG has expanded to 9 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

Financial & Retirement Planning
Portfolio Development & Management
Income Tax Planning & Preparation

We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.

The Pay Range For This Role Is

80,000 - 100,000 USD per year(Springfield, IL)

80,000 - 100,000 USD per year(Burlington, VT)

Berger Financial Group, Inc

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