Financial Adviser

Rodgers & Associates
Lancaster, Pennsylvania
Base Salary + Revenue Sharing
Closing date
Feb 12, 2023

View more

Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
You need to sign in or create an account to save a job.

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.


• 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


• 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


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
2025 Lititz Pike
United States

Apply for Financial Adviser

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs