Wealth Planner & Client Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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.
The Wealth Planner & Trusted Client Advisor position in the Finance, Sales field is open for applications.
This is an excellent opportunity to take on the Wealth Planner & Trusted Client Advisor role at Berger Financial Group Inc.
As a Wealth Planner & Trusted Client Advisor, you will play an important part at Berger Financial Group Inc in South Burlington, VT, United States.
We invite applications for the Wealth Planner & Trusted Client Advisor position located in South Burlington, VT, United States.
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