Enable job alerts via email!
Generate a tailored resume in minutes
Land an interview and earn more. Learn more
A leading financial advisory firm seeks a dynamic financial professional to provide comprehensive retirement planning. The role involves preparing financial plans, conducting client reviews, and delivering high-quality service. Ideal candidates will have at least 5 years of experience in financial planning and will excel in analytical and communication skills.
Posted Monday, March 3, 2025 at 7:00 AM
Join a Team Committed to Integrity, Expertise, and Exceptional Service
At Rodgers & Associates, our singular mission is to guide clients toward financial independence in retirement. For over 25 years, our collaborative, team-based approach has leveraged each advisor's strengths, ensuring every client benefits from deep expertise, consistent quality, and unwavering integrity.
We're seeking adynamic, energetic,andhardworkingfinancial professional who thrives on delivering high-touch,comprehensive retirement-focused planningto both new prospects and longstanding clients. If you're driven by solving complex financial challenges, committed to fiduciary excellence, and eager to contribute to a respected, client-centric firm, this is your opportunity to join a team that emplowers individuals to retire with confidence and clarity.
RESPONSIBILITIES:
REQUIREMENTS:
BENEFITS:
Full health, vision, dental, Bonus Opportunities (a percentage of assigned client revenue), 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:
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.