Financial Advisory - Financial Advisor

Job description

Lead 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 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 - Wr...