Description:

As a Paraplanner, you are responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans and other administrative tasks relating to clients. You are required be extremely detail-oriented, accurate, organized, able to prioritize and must always exhibit excellent communications skills. This role will require proficiency in all BFG software and the adoption of all firm-wide procedures.

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

Work Schedule:

• Monday - Friday

Responsibilities:

• Maintain client communication to address financial planning, investment, and allocation inquiries.
• Identify and fulfill client needs through effective follow-up and personalized service.
• Handle pre-meeting tasks, including scheduling, data gathering, agenda preparation, paperwork, and reporting.
• Prepare financial analyses for clients, covering areas such as retirement, estate planning, education funding, portfolio rebalancing, stock options, and risk management.
• Review portfolios for cash needs, invest excess cash, or liquidate for distributions, and prepare comprehensive portfolio reports, integrating outside account data as needed.
• Post-client meeting tasks such as development of meeting notes, update of analyses, and coordination of planning implementation.
• Review cost basis and other account detail necessary for accurate reporting.

Requirements:

• Bachelor's degree in Finance, Economics, Business or similar.
• At least 2 years of financial services industry experience, preferably with some involvement in a similar role.
• Ability to effectively present information and respond to questions from managers, clients, customers and the general public.
• Ability to seek out solutions and solve problems.
• Highly organized with a strong attention to detail and accuracy.
• Excellent written and verbal communications skills.
• Ability to work in a fast-paced environment.
• Experience with Salesforce and eMoney is a plus.

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.