Financial Advisor - Bluespring Wealth Partners - Rodgers & Associates

Bluespring Wealth Partners is seeking a Financial Advisor to join their team. The ideal candidate will have experience in comprehensive financial planning, strong organizational and communication skills, and a commitment to fiduciary excellence.

Requirements

• 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

Benefits

• Competitive pay and benefits
• 401(k), health insurance, and a competitive benefits package
• Tuition reimbursement for qualified expenses