Berkley Jobs, United States

Join our Berkley-based team as a Senior Advice Strategist. You will craft sophisticated, integrated financial plans for tax, estate, insurance, and investments. This role requires a CFP®/Series 65 and 5-7+ years of experience with financial planning software. Enjoy comprehensive benefits while de...

Join our advisory team as a Senior Advice Strategist in Berkley. You will craft integrated financial plans across tax, estate, insurance, and investments. Requires a CFP®/Series 65 and 5-7+ years of technical planning expertise. We offer comprehensive benefits in a collaborative, growth-focused e...