What are the responsibilities and job description for the Financial Advisor - Rodgers & Associates position at Bluespring Wealth Partners?
We are looking for a dynamic, energetic, and hardworking individual to join our team to deliver comprehensive financial planning services to new and existing clients.
RESPONSIBILITIES:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
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.
RESPONSIBILITIES:
- Preparing, presenting and implementing financial plans
- Conducting quarterly client review meetings
- Providing a high level of service to existing and prospective clients
- Reviewing portfolios and investment allocations
- Placing trades to implement investment allocations and strategies
- Recommending tax-efficient investment and retirement withdrawal strategies
- Writing articles for the Rodgers & Associates blog
- Presenting financial education seminars to clients and prospective clients
- Must understand all aspects of retirement planning including asset allocation, modern portfolio theory, and goal-based cash-flow planning
- Seasoned financial professional with the ability to identify and solve complex financial issues
- CFP® or ChFC® certification preferred
- 5 years of experience in comprehensive financial planning
- Very strong organizational and time management skills
- Strong mathematical, analytical and communication skills
- Detailed oriented
- Prior experience with a CRM, financial planning, and tax software is preferred.
- Formal sales training and experience a plus
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners prohibits any such discrimination or harassment.
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.
