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Financial Consultant

2 months ago

Little Rock, United States Stephens Full time

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

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