Support Team

We are looking to add financial planners to our team that are brand new to the profession or less than 3 years’ 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.

Why Join Our Team?

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A fast paced, growing team of financial planners focused on empowering our clients to make informed financial decisions.

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Dynamic team culture with opportunities to learn and grow.

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Leadership development curriculum and growth plan for all team members.

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We strive for our team members to feel fully known, fully loved, and fully challenged.

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Weekly team trainings on financial planning and tools to equip and empower our team to execute our mission.

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Annual team retreat to foster growth and development.

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A personalized growth and development plan.

We are looking to add financial planners to our team that are brand new to the profession or less than 3 years’ 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.

Ideal Candidates Should Expect

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Each day will be different from the next; especially in personal interactions.

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A fast-paced environment with multiple projects going simultaneously.

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Very socially-focused; requires “how can I help you?” attitude.

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Lots of attention spent on building and maintaining relationships, especially where helping, not pressuring, others foster the relationship.

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Adherence to established guidelines and procedures is important.

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Open, flowing communication with and through others, especially in a helping role.

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A team environment: must be willing to jump in and roll up his/her sleeves to help out when necessary.

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Leading by example.

We are looking to add financial planners to our team that are brand new to the profession or less than 3 years’ 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.

Requirements

Undergraduate degree or work experience in financial services.

Desire to grow and develop.

Embody and believe in our 6 core values.

Leadership And Career Development

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:

  • Quarterly leadership books
  • Paid mastermind groups
  • Annual national professional conference
  • Annual local professional conference
  • Annual team conference
  • Weekly team trainings

There any many paths to grow with Beratung and the above paths are some common examples. We will work with you to develop your personal plan to become the person you were called to be.

Our Current Salary Model for Support Team

Operations Salary Model

This salary model is for 2023 and is subject to change. It also assumes a team member has satisfactory quarterly reviews and continues to want to progress in their career development.

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.

Our Benefits

  • 401(k) with 3% match after 180 days
  • 2 weeks paid vacation
  • 5 paid sick/personal days
  • All Federal holidays that fall on a work week, paid time off
  • 6 weeks paid and 6 weeks unpaid maternity/paternity leave
  • $2,500 Adoption assistance
  • Employer paid low deductible health insurance
  • Annual Education Reimbursement up to $5,250 which can include CFP® exam coursework
  • First attempt of CFP® exam paid for
  • Match Charitable donations for qualified charities up to $1,000 a year
  • $100 a month reimbursement for eligible health lifestyle choices (for example gym membership, health coach, fitness equipment purchase)
  • L3 Leadership Mastermind Membership
  • 4 growth and development books per year

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.

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Our Hiring Process

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.

  1. Take Assessments
  2. Introduction Meeting with CEO
  3. Introduction Meeting with Director of Operations
  4. Introduction Meeting with Director of Financial Planning
  5. The Beratung Culture Meeting with CEO
  6. Meeting with a Current Beratung Team Member in Similar Role
  7. Attend a Beratung Tuesday Team Training
  8. Dinner with senior leadership. If you are in a committed relationship, your significant other is expected to attend as well.
  9. Offer

We Educate And Empower Our Clients

Start making informed financial decisions today
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