Trusted Financial Advisor & Planning Pro

Berger Financial Group Inc; New Prague (MN); 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  

Company Paid STD, LTD & Life Insurance

Health Savings Accounts & Flex Savings

Continuing Education Funding

Medical, Dental & Vision Plans

Free Financial Planning & Tax Prep

Job summary

Berger Financial Group Inc New Prague, Minnesota, United States is seeking a Financial Advisor to serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The role focuses on building personal relationships with existing clients and guiding them toward their financial goals.

A strong communication style and experience in financial planning and business development are valued, with compensation potentially based on

Qualifications

• Five+ years of experience in financial planning or advisory role.
• Strong financial analysis and ability to translate complex data into actionable recommendations.
• Excellent communication and relationship-building skills.

Responsibilities

• Build and maintain strong, trusted client relationships through a personalized experience.
• Conduct financial research and analysis to develop comprehensive financial plans.
• Review client goals and data to create tailored strategies across investments, tax planning, and estate planning.
• Present and explain recommendations across investments, cash flow, tax planning, insurance, 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 reports.
• Respond to client questions and adjust strategies as needs evolve.

Skills

Financial analysis

Client relationship management

Communication skills

Interpersonal skills

Education

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

Job description

Berger Financial Group Inc New Prague, Minnesota, United States is seeking a Financial Advisor to serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The role focuses on building personal relationships with existing clients and guiding them toward their financial goals.

A strong communication style and experience in financial planning and business development are valued, with compensation potentially based on