Associate Financial Advisor

Berger Financial Group Inc; Springfield (IL); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays

15 Days of PTO

Company Paid STD, LTD & Life Insurance

Health Savings Accounts

Continuing Education Funding

Job summary

Berger Financial Group Inc is seeking an Associate Financial Advisor to work in Springfield, Illinois. You will collaborate with a Financial Advisor, maintaining client relationships by providing personalized advice on investment management and financial planning. The ideal candidate should have 2-3 years in financial services, hold a Series 65 License or CFP, and excel in communication and organization. This hybrid role offers competitive pay, flexible working options, and benefits like PTO and health savings accounts.

Qualifications

• 2-3 years of financial services industry experience, preferably in a similar role.
• Ability to effectively present information and respond to questions.
• Excellent computer skills with advanced knowledge of Microsoft Office Suite.

Responsibilities

• Participate in client meetings and take notes.
• Manage the planning process.
• Transition into lead advisor for certain clients.

Skills

Financial services experience

Presentation skills

Microsoft Office Suite

Salesforce

Problem-solving

Education

Series 65 License or CFP

Tools

Salesforce

eMoney

Job description

Associate Financial Advisor

Berger Financial Group Inc, Springfield, Illinois, United States

Description: This position works in tandem with a Financial Advisor to maintain client relationships. The goal 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 related 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
• Health Savings Accounts & Flex Spending Accounts
• 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)