Financial Advisory - Financial Advisor

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
• Writing articles for the Rodgers & Associates blog
• Presenting financial education seminars to clients and prospective clients

What You Bring: 

• 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 are a plus.