Bluespring Wealth Partners, LLC
Associate Financial Advisor
Bluespring Wealth Partners, LLC, Phila, Pennsylvania, United States
Job Description
Posted Friday, August 15, 2025 at 6:00 AM 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. Responsibilities: 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. Required: 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 Computer skills, including Word, Excel, and PowerPoint, are preferred Preferred: CFP coursework already started or completed. Previous experience in financial services. Advanced Excel abilities. Our Mission Statement:
To help clients become financially independent for retirement. Our Core Values:
Excellence, Professionalism, Integrity, Community, and Teamwork Benefits: 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. 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.
#J-18808-Ljbffr
Posted Friday, August 15, 2025 at 6:00 AM 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. Responsibilities: 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. Required: 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 Computer skills, including Word, Excel, and PowerPoint, are preferred Preferred: CFP coursework already started or completed. Previous experience in financial services. Advanced Excel abilities. Our Mission Statement:
To help clients become financially independent for retirement. Our Core Values:
Excellence, Professionalism, Integrity, Community, and Teamwork Benefits: 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. 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.
#J-18808-Ljbffr