Associate Financial Advisor

Job description

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. If you are a people person, analytical, meticulous and customer oriented, we would like to meet you.

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 when others are out of the office or overloaded.
• Learn and utilize all firm programs.

Qualifications:

• At least 3 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

Benefits:

• 401(k) and Roth 401(k)
• Employee Stock Ownership Plan (ESOP)
• Dental insurance
• Short-term Disability insurance
• Long-term Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's

Work Location:

• One location (Burlington, VT)