Trusted Financial Advisor & Planning Expert

Berger Financial Group, Inc; Scottsdale (AZ); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Competitive pay

Flexible working options

Paid holidays

PTO

STD/LTD & Life Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account

Job summary

Berger Financial Group, Inc. is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management, financial planning, and cash flow guidance. The role focuses on building personal relationships and helping clients achieve their financial goals.

Candidates should have strong communication skills, a background in financial planning, and business development experience. The position offers competitive pay, flexible options, comprehensive benefits, and

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 5+ years of experience in financial planning or advisory role.
• Strong financial analysis skills and the ability to translate complex information into clear, actionable recommendations.
• Excellent communication, interpersonal, and relationship-building skills.

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 skills

Client relationship building

Financial planning

Presentations

Education

Bachelor’s degree in Accounting/Finance/Business Administration

Job description

Berger Financial Group, Inc. is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management, financial planning, and cash flow guidance. The role focuses on building personal relationships and helping clients achieve their financial goals.

Candidates should have strong communication skills, a background in financial planning, and business development experience. The position offers competitive pay, flexible options, comprehensive benefits, and