Financial Advisory - Associate Advisor

Kestra PWS; Lancaster (Lancaster County); On-site; USD 46,000 - 65,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Supportive, collaborative environment

Training and growth opportunities

Job summary

Rodgers & Associates, a fee‑only independent wealth management firm, seeks a diligent teammate to support financial planning for retirees. You will assist advisors, prepare retirement projections, and collaborate on portfolio reviews while maintaining accurate client records in the CRM.

Ideal candidates hold a Bachelor's Degree, with CFP coursework started or planned within two years, and a basic grasp of investment planning concepts.

Qualifications

• Bachelor's Degree required; CFP coursework preferred or in progress.
• Basic understanding of investment planning concepts and portfolio theory.
• Strong numeric and analytical abilities with clear communication.
• Proficiency with Microsoft Office applications and CRM systems.

Responsibilities

• Assist Financial Advisors in preparing for client review meetings.
• Prepare financial plans for retirement projections.
• Prepare income tax projections.
• Collaborate with advisors to review portfolio allocations and investments.
• Implement financial plan recommendations and maintain client records in the CRM.

Skills

Strong mathematical

Analytical skills

Communication skills

Organizational skills

Time management

Education

Bachelor's Degree

CFP coursework started/completed

Tools

Word

Excel

PowerPoint

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.