Hybrid Associate Financial Advisor - Client Planning

Berger Financial Group; Springfield (IL); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays

15 Days of PTO

Company Paid STD, LTD & Life Insurance

Health Savings Accounts

Continuing Education Funding

Job summary

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.

Responsibilities

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

Skills

Financial services industry experience

Presentation skills

Problem-solving

Organization

Attention to detail

Education

Series 65 License or CFP

Tools

Salesforce

Microsoft Office Suite

eMoney

Job description

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.