Associate Financial Advisor

Berger Financial Group, Inc•Sun City West, AZ

3d•Hybrid

About The Position

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. Why work here? Competitive pay Employee Owned (ESOP) 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

Requirements

2-3 years of financial services industry experience, preferably with some involvement in a similar role
Series 65 License required; 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
Ability to seek out solutions and solve problems
Highly organized with a strong attention to detail and accuracy

Nice To Haves

Experience with Salesforce and eMoney is a plus

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