Description:This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans, and other administrative tasks relating to clients.
Work Schedule:- Monday - Friday
- Hybrid; 4 days ITO, 1 day WFH
Responsibilities:- Participate in client meetings in the appropriate capacity which could include but is not limited to: taking notes, creating priority lists, drafting communications, delegating assignments, documenting history, quarterly calls with clients
- Manage the planning process
- Transition into lead advisor for certain clients when development has reached appropriate level
- Participate in and conduct client reviews and prepare plan revisions
- Follow up on client issues and communicate on a timely basis
- Place trades in client accounts according to BFG models on a timely basis
- Manage processes through Salesforce
- Serve as back up to other team members as needed
- Learn and utilize all firm programs
Requirements:- 2-3 years of financial services industry experience, preferably with some involvement in a similar role
- Series 65 License or CFP required
- Ability to effectively present information and respond to questions from other staff, clients, and the general public
- Excellent computer skills with advanced knowledge of the Microsoft Office Suite
- Experience with Salesforce and eMoney is a plus
- Ability to seek out solutions and solve problems
- Highly organized with a strong attention to detail and accuracy
Headquartered in Plymouth, MN, BFG has expanded to 9 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:
• Financial & Retirement Planning
• Portfolio Development & Management
• Income Tax Planning & Preparation
We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.
The pay range for this role is:
80,000 - 100,000 USD per year (Springfield, IL)
