Wealth Planning Advisor & Client Advocate

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

Benefits offered by this job

Competitive pay

Flexible options

12 paid holidays

15 days PTO

STD/LTD & Life

Medical, Dental & Vision

HSA & FSA

Free financial planning

CE funding

Job summary

Berger Financial Group, Inc. is seeking a Financial Advisor in Springfield, IL to serve as a trusted advisor to clients, offering investment management, financial planning, and retirement guidance.

The role emphasizes building personal relationships and delivering tailored financial strategies. The ideal candidate has strong communication and analytical skills, with 5+ years in financial planning or advisory work.

Qualifications

• Bachelor's degree in accounting, finance, business administration, or related field.
• 5+ years of experience in financial planning or advisory role.
• Clear communication and strong client-facing skills.
• Strong analytical and financial modeling abilities.

Responsibilities

• Build and maintain strong client relationships with a personalized experience.
• Conduct financial research and analysis to develop comprehensive plans.
• Review client goals and data to create tailored strategies.
• Present recommendations across investments, tax planning, retirement, 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 evolve.

Skills

Financial analysis

Communication skills

Relationship building

Attention to detail

Education

Bachelor's degree

Job description

Berger Financial Group, Inc. is seeking a Financial Advisor in Springfield, IL to serve as a trusted advisor to clients, offering investment management, financial planning, and retirement guidance.

The role emphasizes building personal relationships and delivering tailored financial strategies. The ideal candidate has strong communication and analytical skills, with 5+ years in financial planning or advisory work.