Financial Advisory - Financial Advisor

Kestra Financial; Lancaster (Lancaster County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Kestra Financial in Lancaster County is seeking an energetic financial professional dedicated to providing high-quality retirement-focused planning. The role involves preparing financial plans, conducting client review meetings, and recommending tax-efficient investment strategies. Applicants should have strong analytical and organizational skills, a CFP® or ChFC® certification, and at least five years of experience in financial planning. Join a supportive team committed to empowering clients towards financial independence.

Qualifications

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

Responsibilities

• Preparing, presenting, and implementing financial plans.
• Conducting quarterly client review meetings.
• Providing a high level of service to existing clients.

Skills

Retirement planning

Analytical skills

Communication skills

Detail-oriented

Organizational skills

Education

CFP® or ChFC® certification

5 years in comprehensive financial planning

Tools

CRM software

Financial planning software

Tax software

Job description

Explore Life at Kestra

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

Lead with Purpose. Partner with Impact. 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 a dynamic, energetic, and hardworking financial professional who thrives on delivering high-touch, comprehensive retirement-focused planning to 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 empowers individuals to retire with confidence and clarity.

What you’ll Do:

• 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

What You Bring:

• 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
• Detail-oriented
• Prior experience with a CRM, financial planning, and tax software is preferred
• Formal sales training and experience are a plus

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
• Tuition reimbursement for qualified expenses

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.

Apply Today

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.