About this role
Associate Financial Advisor at Berger Financial Group. Location: Springfield, Illinois, United States. Role: participate client meetings, manage planning, lead advisory Requirements: 2-3 years financial services experience; Series 65 or CFP; strong communication; MS Office; Salesforce/eMoney a plus; problem solving; detail oriented. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Salesforce, eMoney Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English