Top 15 Financial advisory associate advisor Jobs in Lancaster, Pa

Financial Advisory - Associate Advisor
Kestra Financial —Lancaster, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
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Associate, Financial Advisor, York, PA
Santander Bank —York, PA
- $61,875 - $105,000 a year
- Mid-level
- Office
- Finance
Wealth Management Client Associate
Bank of America —York, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisory - Financial Advisor
Kestra Financial —Lancaster, PA
- Full-time
- 5 years
- Analysis skills
- Math
- Health insurance
- 401(k)
Quick Apply
Client Service Associate
Smoker & Company LLC —Ephrata, PA
- $24 - $35 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
1d
Financial Advisors
Savant —Lancaster, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Senior Wealth Advisor
Citizens & Northern Bank —Lancaster, PA
- Public speaking
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
7d
Planning Strategist
Savant Wealth Management —Lancaster, PA
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Nonprofit Audit Manager
RKL LLP —York, PA
- $100,000 - $120,000 a year
- Weekends as needed
- CPA
- 5 years
- Research
Quick Apply

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financial advisory associate advisor jobs near lancaster, pa

Financial Advisory - Associate Advisor

Kestra Financial -
Lancaster, PA

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Job Details

Full-time

Benefits

Health insurance
401(k)
Tuition reimbursement

Qualifications

Microsoft Word
Monte Carlo methods
Customer records maintenance
Investment advisory support
Financial services customer support
Microsoft Excel
CFP
Presentation software
Monte Carlo simulation
Client file management
Financial plan development
Mid-level
Income tax planning
Client database systems
Analysis skills
Math
Records management
Bachelor's degree
Investment client management
Financial services
CRM system proficiency
Portfolio diversification strategy
Retirement planning advisory services
Communication skills
Time management

Full Job Description

Lead with Purpose. Partner with Impact. 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.

What you’ll Do:

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.

What You Bring:

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
Faster learner
Computer skills, including Word, Excel, and PowerPoint, are Preferred
CFP® coursework already started or completed. Preferred
Previous experience in financial services. Preferred
Advanced Excel abilities. Preferred

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

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.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

You acknowledge that if hired, Kestra Financial, Inc. 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 Kestra Financial 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. Kestra Financial prohibits any such discrimination or harassment.

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financial advisory associate advisor jobs in lancaster, pa

Financial Advisory - Associate Advisor

Associate, Financial Advisor, York, PA

Wealth Management Client Associate

Financial Advisory - Financial Advisor

Client Service Associate

Financial Advisors

Senior Wealth Advisor

Planning Strategist

Nonprofit Audit Manager

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