Hybrid Associate Financial Advisor - Client Planning

Berger Financial Group; Springfield (IL); Hybride; USD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Flexible Working Options

12 Paid Holidays

15 Days of PTO

Company Paid STD, LTD & Life Insurance

Health Savings Accounts

Continuing Education Funding

Résumé du poste

Berger Financial Group in Springfield, IL is looking for an Associate Financial Advisor to work alongside a Financial Advisor in managing client relationships and financial planning tasks. Responsibilities include attending client meetings, managing processes through Salesforce, and ensuring timely communication. Candidates should have 2-3 years of financial services experience and possess a Series 65 License or CFP. The position offers a hybrid work model and a salary range of $80,000 - $100,000 per year.

Qualifications

• 2-3 years of experience in the financial services industry, preferably in a related role.
• Ability to present information effectively and respond to inquiries.
• Excellent computer skills with advanced knowledge of Microsoft Office.

Responsabilités

• Assist in client meetings and maintain communications.
• Transition into lead advisor for certain clients.
• Manage planning processes using Salesforce.

Connaissances

Financial services industry experience

Presentation skills

Problem-solving

Organization

Attention to detail

Formation

Series 65 License or CFP

Outils

Salesforce

Microsoft Office Suite

eMoney

Description du poste

Berger Financial Group in Springfield, IL is looking for an Associate Financial Advisor to work alongside a Financial Advisor in managing client relationships and financial planning tasks. Responsibilities include attending client meetings, managing processes through Salesforce, and ensuring timely communication. Candidates should have 2-3 years of financial services experience and possess a Series 65 License or CFP. The position offers a hybrid work model and a salary range of $80,000 - $100,000 per year.