Associate Financial Advisor

Bluespring Wealth Partners, LLC; Pennsylvania; On-site; USD 50,000 - 70,000; Full time

Job summary

A reputable wealth management firm in Pennsylvania is seeking a dynamic individual to deliver comprehensive financial planning services to clients. The ideal candidate will have a Bachelor's degree and a commitment to entering the CERTIFIED FINANCIAL PLANNER coursework within two years. This role involves assisting Financial Advisors, preparing financial plans, and maintaining client records. The firm offers full health benefits, a 401(k) plan, and a collaborative team environment.

Benefits

Full health, vision, and dental insurance

401(k) plans

Access to voluntary plans (car insurance, legal services)

Qualifications

• Commitment to begin CERTIFIED FINANCIAL PLANNER coursework within 2 years.
• Basic understanding of investment planning, asset allocation, Monte Carlo simulation.
• Previous experience in financial services preferred.

Responsibilities

• Assist Financial Advisors in preparing for client review meetings.
• Prepare financial plans for retirement projections.
• Collaborate with financial advisors on portfolio allocations.

Skills

Organizational skills

Mathematical skills

Analytical skills

Communication skills

Detail-oriented

Education

Bachelor's Degree

CFP coursework (commitment)

Tools

Excel

Word

PowerPoint

Job description

Job Description

Posted Friday, August 15, 2025 at 6:00 AM

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.

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 and actions to be completed in the CRM system.
• Provide a high level of service while interacting with existing and potential clients.

Required:

• 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
• Computer skills, including Word, Excel, and PowerPoint, are preferred

Preferred:

• CFP coursework already started or completed.
• Previous experience in financial services.
• Advanced Excel abilities.

Our Mission Statement: To help clients become financially independent for retirement.

Our Core Values: Excellence, Professionalism, Integrity, Community, and Teamwork

Benefits:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

Disclosure:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners prohibits any such discrimination or harassment.

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.