Financial Advisor

Berger Financial Group, Inc; Sun City West (AZ); Hybrid; USD 75,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Flexible working options

12 paid holidays & 15 days PTO

Company paid STD, LTD & Life Insurance

Medical, dental & vision plans

Health Savings Account & Flex Spending

Continuing Education Funding

Job summary

Berger Financial Group, Inc is seeking a Financial Advisor to serve as a trusted advisor, delivering investment management, financial planning, and cash flow guidance. The role emphasizes clear communication, client development, and building lasting relationships with clients to help them reach financial goals.

Headquartered in Plymouth, MN with growth across the U.S., this position offers competitive pay, flexible hours, and comprehensive benefits such as health insurance, paid holidays, PTO,

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 and ability to translate data into action.
• Excellent communication, interpersonal, and relationship-building skills.
• Confident, personable, and client-focused with attention to detail.

Responsibilities

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

Skills

Communication

Interpersonal skills

Relationship-building

Analytical thinking

Client-focused

Education

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

Job description

Description The 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.

Description The 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.The Pay Range For This Role Is
75,000 - 250,000 USD per year(Plymouth, MN - HQ)
75,000 - 250,000 USD per year(Springfield, IL)
75,000 - 250,000 USD per year(Sun City West, AZ)
75,000 - 250,000 USD per year(Burlington, VT)