Financial Planning Associate — Retirement & Wealth

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

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.