Associate Financial Advisor jobs in United States
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Berger Financial Group, Inc ยท 1 day ago

Associate Financial Advisor

positionSun City West, AZ
timeFull-time
remoteHybrid
seniorityEntry Level
money$80K/yr - $85K/yr
date2+ years exp

Berger Financial Group is a premier financial services firm that offers a range of financial and retirement planning services. They are seeking an Associate Financial Advisor to work alongside a Financial Advisor in maintaining client relationships and providing tailored investment management and financial planning advice.

Financial ServicesRetirementWealth Management

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

Qualification

Series 65 LicenseFinancial PlanningSalesforceEMoneyMicrosoft Office SuiteProblem SolvingAttention to DetailCommunication SkillsOrganizational Skills

Required

2-3 years of financial services industry experience, preferably with some involvement in a similar role
Series 65 License required; CFP preferred
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
Ability to seek out solutions and solve problems
Highly organized with a strong attention to detail and accuracy

Preferred

CFP preferred
Experience with Salesforce and eMoney is a plus

Benefits

Competitive pay
Employee Owned (ESOP)
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

Company

Berger Financial Group, Inc

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With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart.
dateFounded in 1981
location
Plymouth, Minnesota, USA
people-size51-200 employees
web-link
https://www.bergerfinancialgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Larry Berger
Founder & Chairman
Company data provided by crunchbase