Associate Financial Advisor

Berger Financial Group Inc; Sun City West (AZ); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays & 15 Days PTO tostart

Company Paid STD, LTD & Life Insurance

Medical, Dental & Vision Plans

Health Savings Accounts & Flex Spendng

Free Financial Planning & Tax Prep

Continuing Education Funding

Job summary

Berger Financial Group Inc in Sun City West, AZ seeks an Associate Financial Advisor to work alongside a Financial Advisor. The role focuses on client relationships, financial planning, and administrative support to deliver tailored investment guidance.

The position requires a Bachelor’s degree and 2–3 years in financial services, plus Series 65 or CFP certification. Hybrid schedule; competitive pay and comprehensive benefits are offered to support long-term career growth.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is required.
• 2–3 years of financial services industry experience preferred; familiarity with advisory processes is a plus.
• Series 65 license or CFP certification is required.

Responsibilities

• Participate in client meetings in the appropriate capacity and document history.
• Manage the planning process and contribute to client reviews.
• Assist in preparing financial plans and communications for clients.
• Support trades in client accounts according to firm models and timelines.
• Maintain client relationships and assist with ongoing service.

Skills

Licensing: Series 65 / CFP

Client communication

Organization & attention to detail

Presentation skills

Education

Bachelor’s degree in Accounting, Finance, Business Administration, or related field

Tools

Salesforce

eMoney

Microsoft Office

Job description

Associate Financial Advisor

Berger Financial Group Inc Sun City West, Arizona, United States

About this position

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
• Medical, Dental & Vision Plans
• Health Savings Accounts & Flex Spending Accounts
• FREE Financial Planning & Tax Preparation Services
• Continuing Education Funding

Work Schedule:

• Monday - Friday
• Hybrid

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:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 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 10 other locations throughout the U.S. including, 4 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)
80,000 - 100,000 USD per year(Burlington, VT)
80,000 - 100,000 USD per year(Sun City West, AZ)