Financial Advisor: Client Planning & Growth (Flexible)

Berger Financial Group Inc; Plymouth (MN); 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 


Company Paid STD, LTD & Life Insurance

Health Savings Accounts & Flex Savings

Continuing Education Funding

Job summary

Berger Financial Group Inc in Plymouth, MN is seeking a Financial Advisor to serve as a trusted adviser to clients, delivering investment management, financial planning, and cash flow guidance. The role emphasizes clear communication and building personal relationships with clients.

You will conduct financial research, develop tailored plans, present recommendations across investments, tax planning, estate planning, and more, and monitor client plans with regular updates.

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

Financial planning

Attention to detail

Interpersonal skills

Client-focused

Education

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

Job description

Berger Financial Group Inc in Plymouth, MN is seeking a Financial Advisor to serve as a trusted adviser to clients, delivering investment management, financial planning, and cash flow guidance. The role emphasizes clear communication and building personal relationships with clients.

You will conduct financial research, develop tailored plans, present recommendations across investments, tax planning, estate planning, and more, and monitor client plans with regular updates.