Private Wealth Management Professional

2 weeks ago


Little Rock, Arkansas, United States Stephens Full time
About Stephens

We are a privately-held, family-owned investment firm with a strong presence in the U.S. and Europe. Our team of experienced professionals offers a unique blend of investment management and wealth planning solutions, as well as access to resources and guidance.

Job Summary

We are seeking a highly motivated and detail-oriented individual to join our Private Wealth Management team as a Private Wealth Management Associate. In this role, you will be fully immersed in our culture and work closely with our experienced support team to develop your skills and knowledge.

Key Responsibilities
  • Analyze data and develop solutions within our platforms
  • Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports, and presentations
  • Support the Wealth Planning & Strategy Team with retirement, estate, and insurance planning
  • Gain experience with investment vehicles, regulatory oversight, investor education, and compliance standards
  • Learn the fundamentals of client relationship development, effective communication, and customized wealth management strategies
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or a related field
  • Strong academic record
  • Intuitive problem-solving skills
  • Microsoft Excel proficiency
  • Exemplary communication skills
  • Collaborative work ethic
  • Basic understanding of financial markets and investment solutions
Certifications and Registrations
  • SIE - Securities Industry Essentials
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law Exam


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