Associate Financial Advisor

Berger Financial Group; 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 in Springfield, IL is looking for an Associate Financial Advisor to work alongside a Financial Advisor in managing client relationships and financial planning tasks. Responsibilities include attending client meetings, managing processes through Salesforce, and ensuring timely communication. Candidates should have 2-3 years of financial services experience and possess a Series 65 License or CFP. The position offers a hybrid work model and a salary range of $80,000 - $100,000 per year.

Qualifications

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

Responsibilities

• Assist in client meetings and maintain communications.
• Transition into lead advisor for certain clients.
• Manage planning processes using Salesforce.

Skills

Financial services industry experience

Presentation skills

Problem-solving

Organization

Attention to detail

Education

Series 65 License or CFP

Tools

Salesforce

Microsoft Office Suite

eMoney

Job 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
• 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

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)