Financial Advisor - Rodgers & Associates

Bluespring Wealth Partners; Lancaster (Lancaster County); On-site; USD 60,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Advisor to deliver comprehensive financial planning services. In this exciting role, you will prepare and implement financial plans, conduct client reviews, and recommend investment strategies. The ideal candidate will possess strong analytical, organizational, and communication skills, with a solid understanding of retirement planning. Join a forward-thinking team dedicated to empowering financial independence and making a significant impact on clients' financial journeys. This is a fantastic opportunity to grow in a supportive environment while contributing to the success of clients and the firm.

Benefits

Full Health Insurance

Vision Insurance

Dental Insurance

401(k) Plans

Voluntary Insurance Plans

Legal Services

Car Insurance

Qualifications

• Must understand all aspects of retirement planning including asset allocation.
• Seasoned financial professional with the ability to identify complex financial issues.
• Prior experience with CRM and financial planning software preferred.

Responsibilities

• Preparing and implementing financial plans for clients.
• Conducting quarterly client review meetings.
• Recommending tax-efficient investment strategies.

Skills

Retirement Planning

Analytical Skills

Mathematical Skills

Organizational Skills

Communication Skills

Problem Solving

Education

CFP Certification

ChFC Certification

5 Years Experience in Financial Planning

Tools

CRM Software

Financial Planning Software

Tax Software

Job description

Join to apply for the Financial Advisor - Rodgers & Associates role at Bluespring Wealth Partners

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Join to apply for the Financial Advisor - Rodgers & Associates role at Bluespring Wealth Partners

We are looking for a dynamic, energetic, and hardworking individual to join our team to deliver comprehensive financial planning services to new and existing clients.

RESPONSIBILITIES:

• Preparing, presenting and implementing financial plans
• Conducting quarterly client review meetings
• Providing a high level of service to existing and prospective clients
• Reviewing portfolios and investment allocations
• Placing trades to implement investment allocations and strategies
• Recommending tax-efficient investment and retirement withdrawal strategies
• Writing articles for the Rodgers & Associates blog
• Presenting financial education seminars to clients and prospective clients
  
  

REQUIREMENTS:

• Must understand all aspects of retirement planning including asset allocation, modern portfolio theory, and goal-based cash-flow planning
• Seasoned financial professional with the ability to identify and solve complex financial issues
• CFP or ChFC certification preferred
• 5 years of experience in comprehensive financial planning
• Very strong organizational and time management skills
• Strong mathematical, analytical and communication skills
• Detailed oriented
• Prior experience with a CRM, financial planning, and tax software is preferred.
• Formal sales training and experience a plus
  
  

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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