Associate Advisor - CFP Path & Tuition Reimb

Kestra Financial; Lancaster (Lancaster County); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Tuition reimbursement

Professional growth

Job summary

Kestra Financial is seeking a motivated individual to assist financial advisors in preparing client reviews and developing retirement plans. You will project income, review portfolios, and implement recommendations while maintaining organized client records in the CRM.

The role emphasizes quantitative skills, client service, and collaboration with advisors. Bachelor's degree and CFP coursework progress are required or preferred.

Qualifications

• Bachelor's degree required with ability to pursue CFP coursework within 2 years.
• Fundamental understanding of investment planning and modern portfolio theory.
• Experience or familiarity with Monte Carlo simulations in planning.
• Strong organizational, mathematical, analytical and communication skills.
• Proficiency with Word, Excel, and PowerPoint preferred.

Responsibilities

• Assist Financial Advisors in preparing for client review meetings.
• Prepare financial plans for retirement projections.
• Prepare income tax projections.
• Collaborate with financial advisors to review portfolio allocations and investments.
• Implement financial plan recommendations and maintain CRM records.
• Provide high level service to existing and potential clients.

Skills

Mathematical skills

Analytical skills

Communication skills

Organizational skills

Time management

Detail oriented

Fast learner

Excel proficiency

Education

Bachelor's Degree

CFP coursework (started or completed)

Tools

Excel

Word

PowerPoint

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Lead with Purpose. Partner with Impact. Rodgers & Associates, a Registered Investment Advisor, is a fee-only independent wealth management firm. We provide financial planning and investment management services to retired or about-to-retire individuals. We are looking for a dynamic, energetic, hardworking individual to join our team and deliver comprehensive financial planning services to new and existing clients.

What you’ll Do:

• Assist Financial Advisors in preparing for client review meetings.
• Prepare financial plans for retirement projections.
• Prepare income tax projections.
• Collaborate with financial advisors to review portfolio allocations and investments.
• Implement financial plan recommendations.
• Maintain client records and actions to be completed in the CRM system.
• Provide a high level of service while interacting with existing and potential clients.
  
  

What You Bring:

• Bachelor's Degree
• Commitment to begin the CERTIFIED FINANCIAL PLANNER® coursework and ability to obtain the designation within 2 years.
• Must have a basic understanding of investment planning, including asset allocation, Monte Carlo simulation, and modern portfolio theory.
• Powerful organizational and time management skills.
• Strong mathematical, analytical, and communication skills
• Detailed oriented
• Faster learner
• Computer skills, including Word, Excel, and PowerPoint, are Preferred
• CFP® coursework already started or completed. Preferred
• Previous experience in financial services. Preferred
• Advanced Excel abilities. Preferred
  
  

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.