Trusted Financial Planner & Investment Advisor

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 start

Company Paid STD

Company Paid LTD

Life Insurance

Medical, Dental & Vision Plans

Health Savings Accounts

Flex Spending Accounts

Free Financial Planning & Tax Planning

Continuing Education Funding

Job summary

Berger Financial Group, Inc in Plymouth, MN serves as a trusted advisor to clients, delivering investment management, financial planning, cash flow management, and more with clear communication and business development focus. The ideal candidate will build relationships and guide clients toward their financial goals.

The role emphasizes developing personal client relationships and offering comprehensive planning, with compensation potentially influenced by prior client base.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 5+ years of experience in financial planning or advisory roles.
• Strong communication and interpersonal skills with a client-focused approach.

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

Client advisory

Education

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

Job description

Berger Financial Group, Inc in Plymouth, MN serves as a trusted advisor to clients, delivering investment management, financial planning, cash flow management, and more with clear communication and business development focus. The ideal candidate will build relationships and guide clients toward their financial goals.

The role emphasizes developing personal client relationships and offering comprehensive planning, with compensation potentially influenced by prior client base.