Beratung Advisors · 1 day ago
Client Service Associate
Pittsburgh, PA
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $40K/yrBeratung Advisors is a fast-paced, growing team of financial planners focused on empowering clients to make informed financial decisions. The Client Service Associate will play a vital role in serving existing clients and fostering relationships in a dynamic team environment.
ConsultingFinanceFinancial Services
Hiring Manager
Gregory Furer, CFP®, CRPC®, CPFA
Responsibilities
Helping serve existing clients
Building and maintaining relationships with clients
Adhering to established guidelines and procedures
Communicating openly and effectively with team members and clients
Participating in a team environment and assisting where necessary
Qualification
Required
Undergraduate degree or work experience in financial services
Desire to grow and develop
Preferred
Professional office experience
Experience in financial planning profession
Benefits
401(k) with up to 4% match after 180 days
2 weeks paid vacation
5 paid sick/personal days
All Federal holidays that fall on a work week, paid time off
6 weeks paid and 6 weeks unpaid maternity/paternity leave
Adoption assistance
Employer-paid health insurance
Can qualify to have coursework for the CFP® exam paid for
Company
Beratung Advisors
Beratung Advisors is a financial advisory company that provides retirement planning, education planning, and investment management services.
Founded in 2016
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Gregory Furer
Chief Executive Officer
Michael Sullivan
President & Executive Vice President
Recent News
Morningstar.com
2025-04-05
Company data provided by crunchbase