Financial Advisor
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Before you apply
Salary$75k – $250k
LocationSpringfield, IL; South Burlington, VT; Scottsdale, AZ; Plymouth, MN; New Prague, MN; Sun City West, AZ
Typefull-time
SeniorityMid
Experience5+ yrs
DepartmentFinancial Services
Company size2+ people
First seenOct 17, 2026 · 2w ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree in Accounting, Finance, Business Administration, or a related field
5+ years of experience in financial planning or a related advisory role
Series 65 License or CFP required
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
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Flexible working options
Paid holidays
Paid time off
Health savings account
Flexible spending account
Continuing education funding
Free financial planning services
Free tax preparation services
Description:
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 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?
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Competitive pay
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Flexible Working Options
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12 Paid Holidays & 15 Days of PTO to start
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Company Paid STD, LTD & Life Insurance
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Medical, Dental & Vision Plans
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Health Savings Accounts & Flex Spending Accounts
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FREE Financial Planning & Tax Preparation Services
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Continuing Education Funding
Responsibilities:
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Build and maintain strong, trusted client relationships through a positive and personalized experience.
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Conduct financial research and analysis to develop comprehensive financial plans.
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Review client goals, financial data, and preferences to create tailored strategies.
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Present and explain recommendations across investments, cash flow, tax planning, insurance, estate planning, and other planning areas.
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Develop and implement investment recommendations aligned with client goals and risk tolerance.
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Monitor client plans and investments, providing regular updates and comprehensive reports.
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Respond to client questions and adjust financial strategies as needs and circumstances evolve.
Requirements:
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Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
•
5+ years of experience in financial planning or a related advisory role.
•
Series 65 License or CFP required
•
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.
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
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