Associate Financial Advisor

Responsibilities

• Participate in client meetings by taking notes, creating priority lists, and drafting communications
• Manage the financial planning process and prepare plan revisions
• Transition into lead advisor for specific clients as development progresses
• Conduct client reviews and follow up on client issues
• Place trades in client accounts according to firm models
• Manage processes through Salesforce
• Serve as backup to other team members and utilize firm programs

Requirements

• 2-3 years of financial services industry experience
• Series 65 License or CFP certification required
• Advanced knowledge of Microsoft Office Suite
• Strong organizational skills and attention to detail
• Ability to present information effectively to clients and staff

Preferred Qualifications

• Experience with Salesforce
• Experience with eMoney

Benefits

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

About the Company

Headquartered in Plymouth, MN, Berger Financial Group (BFG) is a premier firm providing Financial & Retirement Planning, Portfolio Development & Management, and Income Tax Planning & Preparation.