Trusted Financial Planner & Investment Advisor

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

Benefits offered by this job

Competitive pay

Flexible schedule

Paid holidays & PTO

STD/LTD & Life Insurance

Medical, Dental & Vision

HSA & FSA

Free Financial Planning

CE Funding

Job summary

Berger Financial Group in Plymouth, MN seeks a seasoned Financial Advisor to provide expert investment management, comprehensive financial planning, and cash flow management. The role emphasizes building personal client relationships, guiding financial goals, and communicating complex strategies clearly.

Ideal candidates have 5+ years in financial planning or advisory roles, strong analytical skills, and a client-focused mindset.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 5+ years of experience in financial planning or a related advisory role.
• Strong financial analysis skills with clear, actionable recommendations.
• Excellent communication, interpersonal, and relationship-building skills.
• Confident, personable, and client-focused.
• Strong attention to detail and analytical 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

Clear communication

Financial planning

Business development

Relationship-building

Financial research

Education

Bachelor's degree

Job description

Berger Financial Group in Plymouth, MN seeks a seasoned Financial Advisor to provide expert investment management, comprehensive financial planning, and cash flow management. The role emphasizes building personal client relationships, guiding financial goals, and communicating complex strategies clearly.

Ideal candidates have 5+ years in financial planning or advisory roles, strong analytical skills, and a client-focused mindset.