Wealth Planner & Client Advisor
Job in
South Burlington, Chittenden County, Vermont, 05403, USA
Listed on 2026-08-30
Listing for:
Berger Financial Group Inc
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Berger Financial Group Inc in South Burlington, Vermont, is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management and comprehensive financial planning.
You will build personal relationships, conduct financial analysis, review goals, and present tailored recommendations across investments, tax planning, and estate planning. The firm offers competitive pay, flexible working options, and a strong path for professional growth.
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