Financial Advisory - Financial Advisor

Join Rodgers & AssociatesLead with Purpose. Partner with Impact. At Rodgers & Associates, our singular mission is to guide clients toward financial independence in retirement. For over 25 years, our collaborative, team-based approach has leveraged each advisor's strengths, ensuring every client benefits from deep expertise, consistent quality, and unwavering integrity.We're seeking a dynamic, energetic, and hardworking financial professional who thrives on delivering high-touch, comprehensive retirement-focused planning to both new prospects and longstanding clients. If you're driven by solving complex financial challenges, committed to fiduciary excellence, and eager to contribute to a respected, client-centric firm, this is your opportunity to join a team that empowers individuals to retire with confidence and clarity.What You'll Do:Preparing, presenting, and implementing financial plansConducting quarterly client review meetingsProviding a high level of service to existing and prospective clientsReviewing portfolios and investment allocationsPlacing trades to implement investment allocations and strategiesRecommending tax-efficient investment and retirement withdrawal strategiesWriting articles for the Rodgers & Associates blogPresenting financial education seminars to clients and prospective clientsWhat You Bring:Must understand all aspects of retirement planning, including asset allocation, modern portfolio theory, and goal-based cash-flow planningSeasoned financial professional with the ability to identify and solve complex financial issuesCFP® or ChFC® certification preferred5 years of experience in comprehensive financial planningVery strong organizational and time management skillsStrong mathematical, analytical, and communication skillsDetailed orientedPrior experience with a CRM, financial planning, and tax software is preferred.Formal sales training and experience are a plus.Benefits to support you:Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expensesKestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One Team.Disclosure By applying to a job at Rodgers & Associates, you are agreeing to the following statements:You acknowledge that if hired, Rodgers & Associates may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.It is the policy of Rodgers & Associates to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Rodgers & Associates prohibits any such discrimination or harassment.