Financial Planning Advisor - Grow Client Wealth & Trust

Berger Financial Group, Inc; South Burlington (VT); On-site; USD 75,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays

Company Paid STD, LTD & Life Insurance

Medical, Dental & Vision Plans

Health Savings Accounts & Flex Spen

Free Financial Planning & Tax Prep

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. You will build lasting client relationships, interpret data into actionable plans, and present strategies across investments, tax planning, and estate considerations.

The role emphasizes clear communication, business development experience, and the ability to adapt plans as client needs evolve. Multiple U.S.

Qualifications

• Bachelor’s degree required in a related field.
• 5+ years of experience in financial planning or advisory role.
• Strong financial analysis skills and ability to translate data into actionable recommendations.
• Excellent communication and relationship-building abilities.

Responsibilities

• Build and maintain strong, trusted client relationships with a personalized approach.
• Conduct financial research and analysis to develop comprehensive financial plans.
• Review client goals and data to craft 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, providing regular updates and reports.
• Respond to client questions and adapt strategies as needed.

Skills

Financial analysis

Communication

Interpersonal skills

Client focus

Education

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

Job description

Berger Financial Group, Inc. is seeking a Financial Advisor to serve as a trusted advisor, delivering investment management, financial planning, and cash flow guidance. You will build lasting client relationships, interpret data into actionable plans, and present strategies across investments, tax planning, and estate considerations.

The role emphasizes clear communication, business development experience, and the ability to adapt plans as client needs evolve. Multiple U.S.