Financial Adviser
- Employer
- Rodgers & Associates
- Location
- Lancaster, Pennsylvania
- Salary
- Base Salary + Revenue Sharing
- Closing date
- Jul 7, 2021
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
Job Details
Rodgers & Associates is a fee-only, independent Registered Investment Adviser. We focus on the needs and concerns of high-net-worth individuals who are retired or expect to retire within ten years. We are looking for a dynamic, energetic and hardworking individual to join our team to deliver comprehensive financial planning services to new & existing clients.
Responsibilities:
• 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
• Recommending tax-efficient investment and retirement withdrawal strategies
• Writing articles for the Rodgers & Associates blog
• Presenting financial education seminars to clients and prospective clients
Qualifications:
• 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 a plus
Our Mission Statement: To help clients become financially independent for retirement
Our Core Values: Excellence, Professionalism, Integrity, Community and Teamwork
Company
Rodgers & Associates, Ltd, a Registered Investment Adviser, is a fee-only independent wealth management firm. We provide financial planning and investment management services to individuals who are retired or about to retire. We are looking for a dynamic, energetic, hardworking individual to join our team to deliver comprehensive financial planning services to new & existing clients.
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