Financial Advisory - Associate Advisor

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

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

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
• Fast learner
• 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

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
• Tuition reimbursement for qualified expenses

Mandatory Equal Employment Opportunity Statement

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• 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.