Associate Advisor - Financial Planning & Retirement Strategy

Bluespring Wealth Partners; Lancaster (Lancaster County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement

Training and development opportunities

Job summary

Kestra Financial, Inc. in Lancaster, PA area is seeking a dynamic team-oriented professional to assist Financial Advisors in delivering comprehensive planning services to clients nearing retirement.

You will prepare retirement projections, income tax projections, and help review portfolio allocations while maintaining client records in the CRM. A Bachelor's degree and CFP coursework are required or in progress, with the ability to obtain the designation within 2 years.

Qualifications

• Bachelor's degree required.
• CFP coursework started or completed; ability to obtain CFP designation within 2 years.
• Basic understanding of investment planning, asset allocation, Monte Carlo simulation, and modern portfolio theory.
• Strong mathematical, analytical, and communication skills.
• Detail oriented and fast learner.

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.
• Maintain client records in the CRM system.
• Provide high level of service to existing and potential clients.

Skills

Analytical skills

Communication skills

Organizational skills

Fast learner

Education

Bachelor's Degree

CFP coursework started or completed

Tools

Excel

PowerPoint

Job description

Kestra Financial, Inc. in Lancaster, PA area is seeking a dynamic team-oriented professional to assist Financial Advisors in delivering comprehensive planning services to clients nearing retirement.

You will prepare retirement projections, income tax projections, and help review portfolio allocations while maintaining client records in the CRM. A Bachelor's degree and CFP coursework are required or in progress, with the ability to obtain the designation within 2 years.