Associate Financial Advisor
Read straight from Berger Financial Group's careers page, verified 1d ago.Seekless can tailor your résumé to it.
Seekless can write your résumé for this posting first.
Before you apply
Salary$80k – $100k
LocationSpringfield, IL; Sun City West, AZ
Work modehybrid
Typefull-time
SeniorityMid
Experience2–3 yrs
DepartmentFinancial Services
Company size2+ people
First seenOct 17, 2026 · 2w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree in Accounting, Finance, Business Administration, or a related field
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
Ability to seek out solutions and solve problems
Highly organized with a strong attention to detail and accuracy
Experience with Salesforce and eMoney is a plus
Skills
Salesforce
eMoney
Microsoft Office Suite
Benefits
Health insurance
Dental insurance
Vision insurance
Health savings account
Flexible spending account
Life insurance
Short term disability
Long term disability
Paid time off
Paid holidays
Professional development
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.
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
Work Schedule:
•
Monday - Friday
•
Hybrid
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:
•
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
•
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
About the company
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.
About the company
More roles at Berger Financial Group