Client-Focused Financial Planner & Advisor

Berger Financial Group; Springfield (IL); On-site; USD 75,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays & 15 Days of PTO to s

Company Paid STD, LTD & Life Insurance

Health Savings Accounts & Flex Spendin

Continuing Education Funding

Job summary

Berger Financial Group, headquartered in Plymouth, MN, seeks a Financial Advisor to serve clients with investment management, financial planning, cash flow management, and related services. The role emphasizes building personal relationships and guiding clients toward their financial goals.

The ideal candidate has strong communication skills and experience in financial planning and business development. This position offers flexibility across multiple U.S. locations, including Springfield, IL.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• 5+ years of experience in financial planning or advisory roles.
• Strong financial analysis skills and ability to translate data into actionable recommendations.
• Excellent communication, interpersonal, and relationship-building skills.
• Client-focused, confident and detail-oriented.

Responsibilities

• Build and maintain strong client relationships with a personalized experience.
• Conduct financial research and analysis to develop comprehensive plans.
• Review client goals and data to create tailored strategies.
• Present recommendations across investments, cash flow, tax planning, and estate planning.
• Develop and implement investment recommendations aligned with goals and risk tolerance.
• Monitor plans and investments with regular updates and reports.
• Respond to client questions and adjust strategies as needs evolve.

Skills

Financial analysis

Communication

Relationship building

Business development

Education

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

Job description

Berger Financial Group, headquartered in Plymouth, MN, seeks a Financial Advisor to serve clients with investment management, financial planning, cash flow management, and related services. The role emphasizes building personal relationships and guiding clients toward their financial goals.

The ideal candidate has strong communication skills and experience in financial planning and business development. This position offers flexibility across multiple U.S. locations, including Springfield, IL.