Lead with Purpose. Partner with Impact. Rodgers & Associates, a Registered Investment Advisor, is a fee-only independent wealth management firm. We provide financial planning and investment management services to retired or about-to-retire individuals. We are looking for a dynamic, energetic, hardworking individual to join our team and deliver comprehensive financial planning services to new and existing clients. What you’ll Do: 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. What You Bring: Bachelor's Degree Commitment to begin the CERTIFIED FINANCIAL PLANNER® coursework and ability to obtain the designation within 2 years.
Must have a basic understanding of investment planning, including asset allocation, Monte Carlo simulation, and modern portfolio theory. Powerful organizational and time management skills. Strong mathematical, analytical, and communication skills Detailed oriented Faster learner Computer skills, including Word, Excel, and PowerPoint, are Preferred CFP® coursework already started or completed. Preferred Previous experience in financial services.
Preferred Advanced Excel abilities. Preferred
Job description provided by Kestra Holdings.
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