Financial Advisory - Associate Advisor

Kestra Holdings; Lancaster (Lancaster County); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Growth opportunities

Competitive pay

Job summary

Kestra Financial in Lancaster, PA seeks a dynamic individual to support Financial Advisors by preparing client reviews, creating retirement projections, and assisting with tax projections.

You will collaborate with advisors to review portfolios, implement recommendations, maintain CRM records, and deliver high service levels to clients while pursuing CFP coursework and eventual designation.

Qualifications

• Bachelor's Degree required.
• CFP coursework started or completed; able to obtain CFP within 2 years.
• Basic understanding of investment planning concepts (asset allocation, Monte Carlo, modern portfolio theory).
• Strong mathematical, analytical, and communication skills.
• Detail oriented.
• Computer skills with Word, Excel, and PowerPoint preferred.
• Previous experience in financial services preferred.
• Advanced Excel abilities 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.
• 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.

Skills

Financial planning

Portfolio analysis

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's Degree

CFP coursework started or completed

Tools

Word

Excel

PowerPoint

CRM system

Job description

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
• Detail oriented
• 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

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.

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

Disclosure

• 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.