Retirement Financial Advisor|CFP Preferred & Client Impact

Bluespring Wealth Partners; Lancaster (Lancaster County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement

Opportunities for training and development

Job summary

Bluespring Wealth Partners is looking for a dynamic financial professional in Lancaster, PA to deliver high-touch retirement planning to clients. The ideal candidate will possess strong retirement planning skills, a CFP® or ChFC® certification, and at least five years of relevant experience. The job will involve preparing financial plans, conducting client meetings, and implementing investment strategies. Competitive pay, health insurance, a 401(k), and ongoing training are offered in this collaborative environment.

Qualifications

• Understanding all aspects of retirement planning, including asset allocation and cash-flow planning.
• Ability to identify and solve complex financial issues.
• Experience with a CRM and financial planning software preferred.

Responsibilities

• Preparing and presenting financial plans.
• Conducting quarterly client review meetings.
• Providing service to existing and prospective clients.
• Reviewing portfolios and placing trades.
• Recommending tax-efficient investment strategies.

Skills

Retirement planning understanding

Problem-solving

Organizational skills

Analytical skills

Communication skills

Attention to detail

Education

CFP® or ChFC® certification

5 years of experience in financial planning

Tools

CRM software

Financial planning software

Tax software

Job description

Bluespring Wealth Partners is looking for a dynamic financial professional in Lancaster, PA to deliver high-touch retirement planning to clients. The ideal candidate will possess strong retirement planning skills, a CFP® or ChFC® certification, and at least five years of relevant experience. The job will involve preparing financial plans, conducting client meetings, and implementing investment strategies. Competitive pay, health insurance, a 401(k), and ongoing training are offered in this collaborative environment.