Financial Advisor | Flexible Hours & Growth

Berger Financial Group Inc; Scottsdale (AZ); On-site; USD 75,000 - 250,000; Full time

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

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