Financial Advisor

2 weeks ago

Bentonville, United States Bedrock Asset Management Full time
Job DescriptionJob Description

Are you someone who has an interest and ability in Financial Services? Are you looking for a career with great potential and greater purpose? … Perhaps you have worked as financial advisor in the past but things didn’t work out with that solely profit-motivated business with impersonal training?

You must love people, have high moral standards, be willing to work hard and learn lots. You will need to either currently have a CFP designation or be willing to sit for exams within three years. Financial markets should seriously interest you. Doing the right thing must be your guiding light in all your life. This is an incredibly interesting and lucrative career opportunity for the right person. Earning potential is unlimited with a possibility of future partnership in the firm.

I offer full-time employment only. Benefits designed to your needs. Salary is commensurate with experience. Begins with three-month probation period.

 

 

Company Description

I am a full-service, high-touch Financial Planning Firm. As a sole-practitioner, I offer investment services, retirement income planning, tax-planning, estate planning, insurance services. My mission is to help clients align their money with their purpose and meaning in life. I have a not-so-Wall Street business model—I care about your personal development and success. I will personally mentor you rather than hand you performance requirements and production quotas.

 

Role Description

This is a full-time on-site role for a Personal Financial Advisor. As a Personal Financial Advisor, you will be responsible for maintaining client relationships, conducting financial analyses, creating financial plans, and executing investment strategies. You will also work to actively grow the firm’s client base through networking and other business development efforts.

 

Qualifications

  • Knowledge of Investments and financial markets
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Detail-oriented and organized
  • Ability to work independently and as part of a team
  • Experience in the financial planning industry is preferred
  • Bachelor's degree in Finance, Business, or related field
  • Certification in financial planning (CFP) is a plus

Retirement; Financial Planning, Tax planning, Financial Services, Investment Strategies

Company DescriptionBoutique Financial Planning FirmCompany DescriptionBoutique Financial Planning Firm

  • Financial Advisor

    1 week ago

    Bentonville, United States Bedrock Asset Management Full time

    Job DescriptionJob DescriptionHIGH commission payout rateOpportunity for future ownershipOne on one mentorship with a 30+ experience financial advisorFun atmosphere / Great cultureNot corporateBenefits are structure to meet your needsAre you someone who has an interest and ability in Financial Services? Are you looking for a career with great potential and...

  • Senior Banker

    2 weeks ago

    Bentonville, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Senior Banker

    2 weeks ago

    Bentonville, Arkansas, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Client Sector Leader

    1 month ago

    Bentonville, United States CEI Engineering Associates Full time

    Job DescriptionJob DescriptionAre you passionate about advancing Fueling and Convenience Store development nationwide? Do you excel in building strong relationships and driving growth in the commercial development industry? If so, the Client Sector Leader role at CEI could be the perfect opportunity for you! As the Client Sector Leader, you will play a...

  • Senior Director of Sales, Walmart

    2 weeks ago

    Bentonville, United States Home HT GmbH Full time

    Welcome to Bradshaw Home, where innovation meets everyday living. As a leading force in the housewares and kitchenware industry, we take pride in crafting products that elevate the ordinary into the extraordinary. At Bradshaw Home, we believe in the power of thoughtful design and quality craftsmanship to enhance the daily experiences of our customers. With a...