Financial Adviser
1/23/2019
Rodgers & Associates
Mike Helveston
2025 Lititz Pike
Lancaster, PA 17601
Phone: 7175603800
mike@rodgers-associates.com
Email
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:
- Preparing, presenting and implementing financial plans
- Conducting quarterly client review meetings
- Providing a high level of service to existing and potential clients
- Reviewing portfolios and allocations
- Recommending tax-efficient investment and withdrawal strategies
- Writing articles for the Rodgers & Associates blog
- Presenting at financial education seminars
Planner’s Qualifications:
- Must understand all aspects of retirement planning including, asset allocation, modern portfolio theory and goal-based cash-flow planning
- Experienced financial professional with the ability to identify and solve complex financial issues
- CFP® or ChFC certification
- A minimum of 5 years of experience in financial planning
- Very strong organizational and time management skills
- Strong mathematical, analytical and communication skills
- Detail oriented
- Computer skills including Word, Excel and PowerPoint is preferred
- Formal sales training and experience a plus
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.