Financial Adviser

1/23/2019
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:

  • 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.