Join a Team Committed to Integrity, Expertise, and Exceptional Service

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.

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

REQUIREMENTS:

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

BENEFITS:

Full health, vision, dental, Bonus opportunities (a percentage of assigned client revenue), 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 based on 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.

KESTRA 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.

Rodgers & Associates jobs

Financial Advisor