Flexible Financial Advisor and Wealth Planning Specialist

Berger Financial Group, Inc; Scottsdale (AZ); Presencial; USD 80.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Flexible Working Options

12 Paid Holidays & 15 Days PTO tostart

Company Paid STD LTD Life Insurance

Medical Dental Vision Plans

Health Savings Accounts & Flex Spend

Free Financial Planning & Tax Prep

Continuing Education Funding

Descripción de la vacante

Berger Financial Group, Inc. seeks a seasoned Financial Advisor to guide clients in investment management, financial planning, and cash flow optimization.

The role emphasizes building personal relationships and delivering clear, actionable strategies aligned with client goals. The ideal candidate has 5+ years in financial planning or advisory roles, strong analytical skills, and excellent communication abilities.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client relationships

Financial planning

Financial analysis

Communication skills

Presentation skills

Educación

Bachelor's degree in Accounting/Finance/Business Administration

Descripción del empleo

Berger Financial Group, Inc. seeks a seasoned Financial Advisor to guide clients in investment management, financial planning, and cash flow optimization.

The role emphasizes building personal relationships and delivering clear, actionable strategies aligned with client goals. The ideal candidate has 5+ years in financial planning or advisory roles, strong analytical skills, and excellent communication abilities.