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Job description
Financial Advisor
The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal candidate will have clear communication skills, and experience in financial planning and business development. The primary objective is to build personal relationships with existing clients and guide them in achieving their financial goals. While a previous client base is not required, it can be a factor in compensation.
Why Work Here?
Competitive pay
Flexible working options
12 paid holidays & 15 days of PTO to start
Company paid STD, LTD & life insurance
Medical, dental & vision plans
Health savings accounts & flex spending accounts
FREE financial planning & tax preparation services
Continuing education funding
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.
Requirements:
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.
Confident, personable, and client-focused.
Strong attention to detail and analytical skills.
Headquartered in Plymouth, MN, BFG has expanded to 10 other locations throughout the U.S. including, 4 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.
Worksite address
sun city west, AZ, 85376, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.