BerganKDV, LTD
Wealth Advisor (Finance)
Comprehensive wealth planning that is customized to client's needs.
Proactive client communication and impeccable level of client service.
Ongoing advice and consultation with clients to earn and maintain confidence as a trusted advisor.
Execute on BerganKDV's customer service standards (BerganKDV Way).
Leverage technology to increase efficiency and effectiveness.
Bear ultimate responsibility for client relationships and their retention.
Build and maintain professional relationships with internal centers of influence and external referral partners that foster new client opportunities.
Build and drive growth in partnership with BerganKDV's Market Sales team, marketing, and other firm resources.
Embrace and live BerganKDV's core values.
Embrace the idea of lifetime learning and a desire to constantly learn new things.
Maintain a positive attitude and willingness to adapt in a rapidly changing environment.
Qualifications:
Bachelor's degree required
Minimum of 5 years of industry experience in wealth management or other industry that provides pertinent experience
Professional certification(s): CFP, CFA, or CPA required
Required licenses: Series 65 (If not currently held, must obtain within 3-months of employment)
Track record of success delivering on a "wow" client experience
Some track record of acquiring new clients
Experience utilizing financial planning (e.g., eMoney) and other technology to deliver wealth management required
Proficient interpersonal communication, writing and group presentation skills
Well-developed analytical and problem-solving skills
Able to make critical decisions independently
No regulatory or other disciplinary disclosures
EXPLORE THE WORKPLACE OF THE FUTURE
BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
BerganKDV Differentiators:
Growth Potential
Close-Knit Collaborative Team
Mentor Program
Employee Referral Rewards
Comprehensive Benefits Package
Customized Career Path
Open Door Leadership Style
Entrepreneurial Operating System - EOS / Traction
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.