Top 11 Finance associate Jobs in Lancaster Pa

Associate Financial Advisor
Kestra Financial —Lancaster, PA
- Full-time
- Microsoft Word
- Mid-level
- Office
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Financial Center Associate (Teller) - Lancaster, PA
Mid Penn Bank - Millersburg Branch —Lancaster, PA
- Full-time
- Writing skills
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
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Financial Advisor - Associate
Landis Financial Advisors, Inc. —Lancaster, PA
- $90,000 - $150,000 a year
- Extended hours
- Sales
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
9d
Trust Relationship Associate
Ephrata National Bank —Ephrata, PA
- $52,083 - $75,000 a year
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid jury duty
Associate Financial Advisor
Vantus Wealth —Lancaster, PA
- From $22 an hour
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Associate Financial Analyst
Glatfelter Insurance Group. —York, PA
- Full-time
- Oracle
- Bachelor of Science
- Office
- Paid holidays
- Tuition reimbursement
Quick Apply
Financial Advisor - Rodgers & Associates
Kestra Financial —Lancaster, PA
- $75,000 - $100,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
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Financial Advisor - Bluespring Wealth Partners - Rodgers & Associates
Kestra Financial —Lancaster, PA
- Full-time
- 5 years
- Office
- Analysis skills
Quick Apply

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Financial Center Associate (Teller) - Lancaster, PA
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finance associate jobs near lancaster pa

Associate Financial Advisor

Kestra Financial -
Lancaster, PA

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Job Details

Full-time

Qualifications

Portfolio diversification strategy

Full Job Description

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

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

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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Refine Your Search

finance associate jobs in lancaster pa

Associate Financial Advisor

Financial Center Associate (Teller) - Lancaster, PA

Financial Advisor - Associate

Trust Relationship Associate

Associate Financial Advisor

Associate Financial Analyst

Financial Advisor - Rodgers & Associates

Financial Advisor - Bluespring Wealth Partners - Rodgers & Associates

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