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Associate Financial Advisor

3 months ago

Minneapolis, United States Berger Financial Full time
Job DescriptionJob DescriptionDescription:

This position works in tandem with a Senior Financial Advisor to maintain client relationships. Through collaborative and compliant efforts with the Senior Financial Advisor and Berger Financial Group, 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.


Why work here?

  • Competitive pay
  • Employee Owned (ESOP)
  • Flexible Working Options
  • 12 Paid Holidays & 15 Days of PTO to start
  • Medical, Dental & Vision Plans
  • Company Paid STD, LTD & Life Insurance
  • FREE Financial Planning & Tax Preparation Services
  • Continuing Education Funding

Work Schedule:

  • Monday - Friday, 8:00am - 4:00pm

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 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:
  • 1-2 years of financial services industry experience, preferably with some involvement in a similar role
  • Series 65 License (or willing to obtain within 180 days of hire date)
  • CFP Preferred
  • 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 also a plus
  • Ability to seek out solutions and solve problems
  • Highly organized with a strong attention to detail and accuracy


Meet BFG: Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 1 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.