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Advisor Assistant 

Beratung Advisors is hiring an advisors assistant to join our team and help our growing firm with its mission educating and empowering our clients’ to make informed financial decisions. We are looking for a team member that believes in our mission and lives our core values and is looking to help us to grow.

This position requires

  • Connecting with people quickly in an outgoing, friendly manner.
  • The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job.
  • An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies.
  • The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly.
  • A faster than average work pace is necessary combined with impatience for results.
  • Follow-up of delegated work must be very thorough.

This position requires the following prerequisites:

  • FINRA Series 7
  • FINRA Series 66 or 65 and 63
  • Prior financial industry experience

Competitive compensation based on candidate’s experience.

To apply please take a short Predictive Index questionnaire at https://assess.predictiveindex.com/5XYPk and send your resume to Greg Furer at [email protected].


This employment position will require background checks given the independent financial advisor’s association with Waddell & Reed, Inc. due to regulatory requirements. However, this position is not offered through or by Waddell & Reed, Inc. Instead, this opportunity is offered solely by the independent financial advisor solely in connection with his independent financial advisor practice (Beratung Advisors). The independent financial advisor is not employed by, nor authorized to engage or employ any individual on behalf of, Waddell & Reed, Inc. All employment obligations are the sole obligation of the independent financial advisor.

Waddell & Reed, Inc. is not affiliated with the Predictive Index, LLC website and has no responsibility for questionnaire/assessment provided at this site or any other content provided on the site. When you access this site, you are assuming total responsibility and risk for your use of the site. If you have questions call Beratung Advisors. (11/18)