![Stephens](https://media.trabajo.org/img/noimg.jpg)
Financial Consultant
2 months ago
ESSENTIAL DUTIES AND RESPONSIBILITIES
Identify high net worth individuals, businesses, foundations and other fiduciary prospects, market the firm's financial services, and convert prospects to clients with assets under management.
Develop and service existing client relationships, monitor clients' investment objectives on an ongoing basis, work to win additional available assets under management.
Collect and analyze client information regarding income, assets including investment and debts, determine which financial products best meet needs and financial circumstances, advise clients regarding the advantages and disadvantages of different financial products.Make recommendations and build suitable portfolios that are consistent with client's objectives and positioned to preserve and enhance client assets.Monitor results and refine strategy as needed.Operate with the highest professional standards putting clients' interests first and in compliance with regulatory and firm requirements.
Build familiarity with various firm products and services and market them to appropriate prospects and clients.
Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities.Maintain all appropriate FINRA/other licenses and requirements up to date.
Perform other tasks as assigned by management.
SUPERVISORY RESPONSIBILITIES
N/A
EDUCATION AND/OR EXPERIENCE
Bachelor's degree in Business, Finance, or a related field; and five years related experience and/or training; or equivalent combination of education and experience.
CERTIFICATES, LICENSES, REGISTRATIONS
Series 7 and 63
## LI-DNI
#J-18808-Ljbffr
We have other current jobs related to this field that you can find below
-
HR Consultant
1 month ago
Little Rock, United States JTS Financial Full timeJob Type Full-time Description Job Summary: The HR Consultant is responsible for the administrative duties for our clients including personnel records, managing HR documents, updating internal databases and performs payroll administration for multi-client partners. This position ensures our clients are made aware of any policies and procedures that may...
-
HR Consultant
3 months ago
Little Rock, United States JTS Financial Full timeJob DescriptionJob DescriptionDescription:Job Summary:The HR Consultant is responsible for the administrative duties for our clients including personnel records, managing HR documents, updating internal databases and performs payroll administration for multi-client partners. This position ensures our clients are made aware of any policies and procedures that...
-
HR Consultant
1 month ago
Little Rock, United States JTS Financial Services, LLC. Full timeJob Summary: The HR Consultant is responsible for the administrative duties for our clients including personnel records, managing HR documents, updating internal databases, and performing payroll administration for multi-client partners. This position ensures our clients are made aware of any policies and procedures that may change as well as recommending...
-
Senior Solution Consultant
4 weeks ago
Little Rock, United States Workday Full time1. Provide the best possible experience on our site 2. Collect statistics to optimize site functionality Senior Solution Consultant - Financials - Large Enterprise, Professional & Business Services page is loaded Senior Solution Consultant - Financials - Large Enterprise, Professional & Business Services Apply remote type Remote locations USA, GA, Home...
-
Consultant Healthcare 2024
4 weeks ago
Little Rock, United States Forvis Mazars Full timeTake your career to the next level at Forvis Mazars by becoming a member of the Healthcare Consulting Group. As a member of the Healthcare Group, you may work on a variety of financial, operational, and compliance projects, while rotating through our different healthcare consulting specialties. You will be trained in the preparation of annual Medicare and...
-
Strategy Consultant
2 months ago
Little Rock, United States NWA Recycles Full timeJob Details: Job Purpose/Summary: The Strategy consultant role plays an essential part of driving and developing business analysis and supports the most pressing strategic initiatives for the Enterprise. The key purpose of the role will be to deliver structured, objective and actionable insights that outline risks and opportunities, manage business...
-
Consultant Healthcare 2024
2 weeks ago
Little Rock, United States Forvis Mazars Full timeTake your career to the next level at Forvis Mazars by becoming a member of the Healthcare Consulting Group. As a member of the Healthcare Group, you may work on a variety of financial, operational, and compliance projects, while rotating through our different healthcare consulting specialties. You will be trained in the preparation of annual Medicare and...
-
Little Rock, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Financial Sales Representative
1 month ago
Little Rock, Arkansas, United States The Mathews Agency Full timeAbout the Mathews Agency:We are hiring a Customer Relationship Management Specialist who can meet our warm lead clients via phone or Zoom and tailor a plan to the client's financial needs. We welcome applicants with, and without, industry experience - we hire based on values, drive, professionalism and communication skills. We work off of a...
-
Process Mining Consultant
1 month ago
Little Rock, United States Wipro Technologies Full timeWipro is a leading global information technology, consulting and business process services company. We harness the power of cognitive computing, hyper-automation, robotics, cloud, analytics, and new ground-breaking technologies to help our clients adapt to the digital world and make them a successful and innovative company. We are an organization recognized...
-
Sales Development Representative
2 months ago
Little Rock, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Sales Development Representative
1 week ago
Little Rock, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Consultant Healthcare 2024 | Little Rock
1 month ago
Little Rock, United States FORVIS, LLP Full timeDescription & Requirements Take your career to the next level at Forvis Mazars by becoming a member of the Healthcare Consulting Group. As a member of the Healthcare Group, you may work on a variety of financial, operational, and compliance projects, while rotating through our different healthcare consulting specialties. You will be trained in the...
-
Consultant Healthcare 2024 | Little Rock
1 month ago
Little Rock, United States Apremium Healthcare Full timeDescription & Requirements Take your career to the next level at Forvis Mazars by becoming a member of the Healthcare Consulting Group. As a member of the Healthcare Group, you may work on a variety of financial, operational, and compliance projects, while rotating through our different healthcare consulting specialties. You will be trained in the...
-
Consultant Healthcare 2024 | Little Rock
3 months ago
Little Rock, United States FORVIS Full timeDescription & Requirements Take your career to the next level at Forvis Mazars by becoming a member of the Healthcare Consulting Group. As a member of the Healthcare Group, you may work on a variety of financial, operational, and compliance projects, while rotating through our different healthcare consulting specialties. You will be trained in the...
-
Consultant II
1 month ago
Little Rock, United States CTEH Full timeThe Consultant (Consultant II) provides participation as a member of our Resilience and Recovery team to conduct various job tasks supporting our government services, disaster recovery, and building sciences groups. The ideal candidate will have strong communication skills, organizational skills, and the ability to write reports, collect sound data, and...
-
Little Rock, United States Ben Owens - State Farm Agent Full timeJob DescriptionJob DescriptionROLE DESCRIPTION:As a Financial Services Representative State Farm Agent Team Member with Ben Owens - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on...
-
Little Rock, United States Matt Mccarty - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingHealth insurancePaid time offROLE DESCRIPTION:As a Financial Account Representative State Farm Agent Team Member with Matt Mccarty - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your...
-
Managing Consultant- Sage Intacct
4 weeks ago
Little Rock, United States CrossCountry Consulting Full timeBy joining our rapidly growing Business Transformation and Sage Intacct practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions. These not only address today's challenges but also lay the groundwork for future success. With...
-
Lead Estate Planning Attorney
2 weeks ago
Little Rock, United States JTS Financial Full timeJob DescriptionJob DescriptionDescription:Job Summary:The Lead Estate Planning Attorney will assist in providing comprehensive estate planning services to clients, including the creation and management of wills, trusts, and other estate planning documents. This role involves working closely with clients to understand their financial and familial goals,...