Financial Advisory - Associate Advisor
About The Position
Rodgers & Associates, a fee-only independent Registered Investment Advisor, provides financial planning and investment management services to retired and about-to-retire individuals. The firm is seeking a dynamic, energetic, and hardworking Associate Advisor to join its team and deliver comprehensive financial planning services to new and existing clients. The Associate Advisor supports Financial Advisors in preparing for client review meetings, develops retirement and income tax projections, collaborates on portfolio allocations and investments, implements financial plan recommendations, and maintains client records and follow-up actions in the CRM system. The role also involves providing a high level of service to existing and prospective clients. Internal applicants must be in good standing and have at least one year of service with Kestra. They must also have at least one year in their current role unless approved by an EVP.
Requirements
- Bachelor's degree.
- Commitment to begin CERTIFIED FINANCIAL PLANNER® coursework and ability to obtain the designation within two years.
- Basic understanding of investment planning, including asset allocation, Monte Carlo simulation, and modern portfolio theory.
- Strong organizational and time management skills.
- Strong mathematical, analytical, and communication skills.
- Attention to detail.
- Ability to learn quickly.
Nice To Haves
- Computer skills, including Word, Excel, and PowerPoint.
- CFP® coursework already started or completed.
- Previous experience in financial services.
- Advanced Excel abilities.
Responsibilities
- Assist Financial Advisors in preparing for client review meetings.
- Prepare financial plans for retirement projections.
- Prepare income tax projections.
- Collaborate with Financial Advisors to review portfolio allocations and investments.
- Implement financial plan recommendations.
- Maintain client records and actions to be completed in the CRM system.
- Provide a high level of service while interacting with existing and potential clients.
Benefits
- Competitive pay and benefits package.
- 401(k).
- Health insurance.
- Supportive, collaborative environment committed to professional excellence.
- Opportunities for training, development, and long-term growth within the firm.
- Tuition reimbursement for qualified expenses.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
