Financial Adviser

Employer
Rodgers & Associates
Location
Lancaster, Pennsylvania
Salary
Base Salary + Revenue Sharing
Closing date
Jun 3, 2022

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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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 financial planning services to new and 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.

Find Us
Telephone
7175603800
Location
2025 Lititz Pike
Lancaster
PA
17601
United States

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