Associate Financial Advisor - Hybrid Growth & Planning

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

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.