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Details
Posted: 09-Feb-23
Location: Pittsburgh, Pennsylvania
Type: Full Time
Salary: $40,000-$77,000 plus benefits
Sector:
Wealth Management
Salary Details:
We compensate our financial planning professionals through salary, bonus, and benefits based on living our core values and executing on our mission (not on production).
We have our salary model publically available on our webpage including our belief system for our compensation model and benefits at https://beratungadvisors.com/join-our-team-financial-planner/
Required Education:
4 Year Degree
Additional Information:
3 openings available.
We are looking to add financial planners to our team that are brand new to the profession or have less than 3 years of experience. We place a high emphasis on being a CFP® professional and will compensate our planners for passing the exam and also for having earned their marks.
About Beratung
Our target market is busy working professionals and we focus on providing financial planning in a subscription model for those clients in addition to providing traditional investment management services for clients that need that in addition to financial planning.
Our planners are not focused on sales and growing their books but on providing quality financial planning to existing clients and to qualified potential clients that come from our marketing and existing client referrals.
We provide high benefits, leadership development, and opportunities to learn and grow.
You Might Be A Great Fit
- You are stuck in a non-solicit in a culture that is not the right fit for you.
- You do not enjoy sales and prospecting and prefer to just work with clients to deliver advice.
- You feel like you are on an island by yourself without a team to support you and your clients.
- You are hungry for more professional and personal growth opportunities that you currently are not being offered with your current company.
- You just graduated college and you want to get started in this profession without having to build your own book.
- You want to state in the profession with a salary.
- You are looking for training and development and not just a salary.
- You are currently in a firm that values investment management over financial planning and looking for a culture that is planning-focused and does investment management if needed.
- You are looking to charge for financial planning to offer your services to people that do not meet barriers that AUM models create.
- Your current firm tells you they value financial planning but charge and compensate on investment management.
- You are expected to serve so many households that you cannot provide the level of planning you desire for your clients.
| Requirements |
- Passion for financial planning
- Undergraduate degree
- Passed CFP exam or willing to study for the exam upon starting
- Live our Core Values daily
- Passion for our profession
- Follow our proven process
- Live in greater Western PA or willing to relocate (We offer flexible working hours and work from home but require in the office several days a week and have clients that require in-person meetings)
About Beratung Advisors
About Beratung
Our target market is busy working professionals and we focus on providing financial planning in a subscription model for those clients in addition to providing traditional investment management services for clients that need that in addition to financial planning.
Our planners are not focused on sales and growing their books but on providing quality financial planning to existing clients and to qualified potential clients that come from our marketing and existing client referrals.
We provide high benefits, leadership development, and opportunities to learn and grow.
https://careers.icba.org/jobs/18174911/new-to-profession-financial-planner
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