Senior Financial Advisor — Personal Wealth Planner

Berger Financial Group Inc; Springfield (IL); On-site; USD 75,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Flexible Working Options

12 Paid Holidays & 15 Days of PTO to 0

Company Paid STD, LTD & Life Insurance

Medical, Dental & Vision Plans

Health Savings Accounts & Flex Spendng

Continuing Education Funding

Job summary

Berger Financial Group Inc in Springfield, IL, is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management, financial planning, and cash flow guidance. The role emphasizes building personal relationships and guiding clients toward their financial goals.

Ideal candidates have 5+ years of advisory experience, strong analytical skills, and superb communication. The firm offers competitive pay, flexible working options, paid holidays and PTO,

Qualifications

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

Responsibilities

• 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.

Skills

Financial analysis

Communication

Relationship-building

Attention to detail

Client-focused

Education

Bachelors degree in Accounting, Finance, Business Administration, or a related field

Job description

Berger Financial Group Inc in Springfield, IL, is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management, financial planning, and cash flow guidance. The role emphasizes building personal relationships and guiding clients toward their financial goals.

Ideal candidates have 5+ years of advisory experience, strong analytical skills, and superb communication. The firm offers competitive pay, flexible working options, paid holidays and PTO,