Hybrid Associate Financial Advisor: Client Planning

Berger Financial Group Inc; Sun City West (AZ); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

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 Spendng

Free Financial Planning & Tax Prep

Continuing Education Funding

Job summary

Berger Financial Group Inc in Sun City West, AZ seeks an Associate Financial Advisor to work alongside a Financial Advisor. The role focuses on client relationships, financial planning, and administrative support to deliver tailored investment guidance.

The position requires a Bachelor’s degree and 2–3 years in financial services, plus Series 65 or CFP certification. Hybrid schedule; competitive pay and comprehensive benefits are offered to support long-term career growth.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is required.
• 2–3 years of financial services industry experience preferred; familiarity with advisory processes is a plus.
• Series 65 license or CFP certification is required.

Responsibilities

• Participate in client meetings in the appropriate capacity and document history.
• Manage the planning process and contribute to client reviews.
• Assist in preparing financial plans and communications for clients.
• Support trades in client accounts according to firm models and timelines.
• Maintain client relationships and assist with ongoing service.

Skills

Licensing: Series 65 / CFP

Client communication

Organization & attention to detail

Presentation skills

Education

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

Tools

Salesforce

eMoney

Microsoft Office

Job description

Berger Financial Group Inc in Sun City West, AZ seeks an Associate Financial Advisor to work alongside a Financial Advisor. The role focuses on client relationships, financial planning, and administrative support to deliver tailored investment guidance.

The position requires a Bachelor’s degree and 2–3 years in financial services, plus Series 65 or CFP certification. Hybrid schedule; competitive pay and comprehensive benefits are offered to support long-term career growth.