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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?

  • A fast paced, growing team of financial planners focused on empowering our clients to make informed financial decisions.
  • Dynamic team culture with opportunities to learn and grow.
  • Leadership development curriculum and growth plan for all team members.
  • We strive for our team members to feel fully known, fully loved, and fully challenged.
  • Weekly team trainings on financial planning and tools to equip and empower our team to execute our mission.
  • Annual team retreat to foster growth and development.
  • A personalized growth and development plan.

Join Our 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.

Ideal Candidates Should Expect

  • Each day will be different from the next; especially in personal interactions.
  • A fast-paced environment with multiple projects going simultaneously.
  • Very socially-focused; requires "how can I help you?" attitude.
  • Lots of attention spent on building and maintaining relationships, especially where helping, not pressuring, others foster the relationship.
  • Adherence to established guidelines and procedures is important.
  • Open, flowing communication with and through others, especially in a helping role.
  • A team environment: must be willing to jump in and roll up his/her sleeves to help out when necessary.
  • Leading by example.

Join Our Team

Explore Reasons To Join Our Team

Join Our Team

Leadership And Career Development

Support Team Growth Plan

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.

Join Our Team

Our Salary Model

Beratung Advisors Salary Model and Benefits

Our salary model is the minimum expected salary. It’s our way of putting in writing the minimum. Employees should expect to make more than the salary in their time with us.

This salary model is for 2026 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.

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The Beratung Advisors team

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 COO
  3. Meeting with a Beratung Financial Planner
  4. Attend a Beratung Tuesday Team Training
  5. The Beratung Culture Meeting with CEO
  6. Dinner with senior leadership. If you are in a committed relationship, your significant other is expected to attend as well.
  7. Offer Meeting

Join Our Team

We Educate And Empower Our Clients

Start making informed financial decisions today

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