Financial Advisor

Berger Financial Group Inc

Scottsdale (AZ)

On-site

USD 75,000 - 250,000

Full time

Just now

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Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays

15 Days PTO to start

Company Paid STD/LTD & Life Insurance

Medical, Dental & Vision Plans

Health Savings Accounts & Flex Spend

Continuing Education Funding

Job summary

Berger Financial Group Inc in Scottsdale, AZ is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management and financial planning guidance. You will build personal relationships with clients, analyze financial data, and tailor strategies to help them reach their goals.

The ideal candidate has a bachelor’s degree in a related field, 5+ years in financial planning or advisory roles, strong analytical and communication skills, and a client-focused

Qualifications

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
5+ years of experience in financial planning or a related advisory role.
Strong financial analysis skills and the ability to translate complex information into clear, actionable recommendations.
Excellent communication, interpersonal, and relationship-building skills.

Responsibilities

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

Skills

Financial analysis

Communication

Relationship building

Education

Bachelor’s degree in Accounting/Finance/Business Admin

Job description

Financial Advisor

Berger Financial Group Inc Scottsdale, Arizona, United States

About this position

Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal candidate will clear communication skills, and experience in financial planning and business development. The primary objective is to build personal relationships with existing clients and guide them in achieving their financial goals. While a previous client base is not required, it can be a factor in compensation.

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

Responsibilities

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

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
5+ years of experience in financial planning or a related advisory role.
Strong financial analysis skills and the ability to translate complex information into clear, actionable recommendations.
Excellent communication, interpersonal, and relationship-building skills.
Confident, personable, and client-focused.
Strong attention to detail and analytical skills.

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.

Salary Information