You are hungry for more professional and personal growth opportunities that are not being offered with your current company.
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 just graduated college and you want to get started in this profession without having to build your own book.
You are looking to charge for financial planning to offer your services to people that do not meet barriers that AUM models create.
You do not enjoy sales and prospecting but prefer to just work with clients to deliver advice.
Your current firm tells you they value financial planning but charge and compensate on investment management.
You want to start in the profession with a salary.
You are looking for training and development and not just a salary.
You are stuck in a non-solicit in a culture that is not the right fit for you.
You are expected to serve so many households that you cannot provide planning for all your clients.
You feel like you are on an island by yourself without a team to support you, your clients.
Join Our Team
Join Our Team
At Beratung we invest in our team members to grow and develop. Our team member are given a growth plan when they start with targets for growth of 30 days, 90 days, 180 days, 1-year and 5-years. We invest in your growth and development in many ways including:
There any many paths to grow with Beratung and here above are some common paths. We will work with you to develop your personal plan to become the person you were called to be.
Join Our TeamWe compensate our financial planning professionals through salary, bonus, and benefits based on living our core values and executing on our mission (not on production). Our salary model is created on the following beliefs:
Join Our Team
This salary model is for 2023 and is subject to change. It also assumes a financial planner has satisfactory quarterly reviews and continues to want to progress toward being a client-facing CFP® professional. As you advance in your career you may chose alternative career paths in our organization with different salary ranges. This is not a guarantee, but our projections based on current compensation.
We are reevaluating and looking to add more benefits to encourage and reward out team for living our core values. Our current goal is to roll out Long Term and Short Term Disability and Basic Life Insurance by the end of 2023 and a paid vacation by 2024.
These goals and the current benefits are subject to change.
Join Our Team
Our Culture is our most important asset as a company and we staunchly protect it by hiring people that are a fit for our culture and share our vision. To ensure we are a great fit for each other, we generally follow the hiring process below. At any point, if you or we realize we are not a good fit for each other, we let each other know.