Financial Advisor

1 month ago


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

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 a charismatic personality, 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 negotiating compensation.


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:

  • Interact and engage with clients in a positive and relatable manner
  • Conduct financial research and analysis
  • Prepare financial and business-related analyses and reports
  • Review and analyze financial data
  • Discuss client preferences to create comprehensive financial plans
  • Confidently discuss strategies on investments, cash flow, tax planning, insurance, estate planning, and more
  • Make investment recommendations
  • Finalize strategic financial plans
  • Monitor the performance of clients' plans and provide regular comprehensive reports
  • Answer client questions and adjust plans as necessary
Requirements:
  • BS/BA in accounting, finance, business administration or relevant field
  • 5+ years of experience in a financial planning role
  • Strong ability to analyze market’s financial data and provide adequate financial advice
  • Charismatic personality
  • Excellent communication and interpersonal skills
  • Attention to detail and analytical skill-set

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.


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