Wealth Planner & Trusted Client Advisor

Berger Financial Group Inc; South Burlington (VT); On-site; USD 75,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

Flexible working options

12 Paid Holidays

15 Days PTO to start

Company Paid STD, LTD & Life Insurance

Medical, Dental & Vision Plans

Health Savings Accounts & Flex Spend-

Education Funding

Job summary

Berger Financial Group Inc in South Burlington, Vermont, is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management and comprehensive financial planning.

You will build personal relationships, conduct financial analysis, review goals, and present tailored recommendations across investments, tax planning, and estate planning. The firm offers competitive pay, flexible working options, and a strong path for professional growth.

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 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

Relationship building

Education

Bachelor’s degree in Accounting/Finance/Business

Job description

Berger Financial Group Inc in South Burlington, Vermont, is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management and comprehensive financial planning.

You will build personal relationships, conduct financial analysis, review goals, and present tailored recommendations across investments, tax planning, and estate planning. The firm offers competitive pay, flexible working options, and a strong path for professional growth.