Associate Financial Adviser

Immediately
Rodgers & Associates
Mike Helveston
2025 Lititz Pike Lancaster, PA 17601 Phone: 7175603800
mike@rodgers-associates.com
Email
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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.

Responsibilities:

  • Assist Financial Advisers in preparing for client review meetings
  • Prepare financial plans and retirement projections
  • Prepare income tax projections
  • Collaborate with Financial Advisers in reviewing portfolio allocations and investments
  • Implement financial plan recommendations
  • Maintain client records and actions to be completed in CRM system
  • Provide a high level of service while interacting with existing and potential clients.

Qualifications:

  • Bachelor’s Degree
  • Must have started the coursework for the CFP® certification or ability to complete within 2 years
  • Must have a basic understanding of investment planning including asset allocation, Monte Carlo simulation and modern portfolio theory
  • Some financial services experience is preferred
  • Very strong organizational and time management skills
  • Strong mathematical, analytical and communication skills
  • Detail oriented
  • Computer skills including Word, Excel and PowerPoint is preferred

Our Mission – To enhance the quality of our clients' lives by providing personalized financial planning services and tax-efficient strategies.


Our Core Values

  • We act with integrity and are professional in appearance and communications with colleagues and clients.
  • We are committed to achieving unsurpassed client satisfaction through timely and high-quality service.
  • We are dedicated to learning and continually improving ourselves.
  • We support each other in order to mutually benefit from the success of the company.
  • We are active participants in the community.