Experienced Wealth Management Associate

2 weeks ago


Little Rock, Arkansas, United States Stephens Full time
PRIMARY RESPONSIBILITIES encompass the following tasks. Additional responsibilities may be assigned as necessary.
  • Prepare, evaluate, and deliver detailed wealth management analysis reports that cover retirement strategies, tax forecasts, education funding, insurance, and estate planning assessments for Financial Consultants and their clientele, both via phone and in-person, with professionalism and respect.
  • Engage with Financial Consultants to discuss client aspirations and objectives, determining the appropriate proposal, projection, or analysis to be prepared, reviewed, and presented. Provide recommendations when client objectives are not clearly defined.
  • Conduct necessary research for Financial Consultants, addressing complex financial, tax, and estate planning inquiries, as well as personal finance topics.
  • Inform Financial Consultants about the advantages of the Wealth Management division through individual or group sessions, including branch visits and conference calls.
  • Monitor all ongoing cases, along with assets and business generated from successful cases.
  • Maintain an up-to-date understanding of industry changes and regulations pertinent to the Private Client Group, employees of Stephens Inc., and/or clients.
  • Assist the department with special projects or other tasks as directed by management.
  • Proactively engage in self-development to enhance knowledge, skills, and professional credentials.
EDUCATION AND EXPERIENCE
  • Bachelor's degree or equivalent.
  • 3-5 years of relevant experience or training.
  • An equivalent combination of education, training, or experience.
  • Comprehensive knowledge in areas such as accounting, marketing, business administration, and finance.
CERTIFICATIONS AND LICENSES
  • CPA, CFP, or similar designation is required.
Must obtain the following registrations within the first year of employment:
  • SIE - Securities Industry Essentials.
  • Series 7 - General Securities Representative.
  • Series 63 - State Law Exam or Series 66 - Combined State Law.
  • Insurance License (Life & Health, Long Term Care).
SKILLS ASSESSMENT
  • Proficiency in Microsoft Excel.
  • Familiarity with PowerPoint.


  • Little Rock, Arkansas, United States Stephens Full time

    About StephensWe are a privately-held, family-owned investment firm that offers a unique blend of investment management and wealth planning solutions. Our sophisticated intellectual capital and deep financial experience enable us to invest with our clients' goals in mind.Our ServicesWe provide a range of services, including:Investment Banking: We offer...


  • Little Rock, Arkansas, United States VCC LLC Full time

    Job OverviewABOUT YOUAre you seeking a workplace that fosters career advancement?Are you intrigued by the complexities and nuances of financial management?Do you aspire to collaborate with a supportive team that encourages you to reach your full potential?If so, VCC LLC is the right fit for you. We have cultivated a culture of excellence, where our employees...


  • Little Rock, Arkansas, United States Lids Full time

    Job Summary:Lids is seeking a highly motivated and experienced Assistant Store Manager to join our team. As a key member of our store leadership team, you will be responsible for driving sales growth, controlling expenses, and supervising a team of associates.Key Responsibilities:Generate Sales:Provide exceptional customer service to drive sales and revenue...


  • Little Rock, Arkansas, United States Gpac Full time

    Job Opportunity for a Seasoned Construction LeaderGpac, a reputable search firm, is seeking a highly skilled and experienced Superintendent to join their team. This is an excellent opportunity for a professional looking to work with a stable and growing general contractor.About the CompanyGpac is a well-established search firm with a strong reputation for...


  • Little Rock, Arkansas, United States Stephens Full time

    PRIMARY RESPONSIBILITIES encompass the following tasks. Additional responsibilities may be assigned as necessary. Compile, assess, and deliver detailed wealth management analysis reports, which include retirement strategies, tax forecasts, education funding, insurance evaluations, and estate planning assessments for Financial Consultants and their clientele,...


  • Little Rock, Arkansas, United States NYL - Patrick Piscitelli Full time

    About the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Life Insurance Agent. As a key member of our organization, you will play a crucial role in helping clients achieve their financial goals and build a successful career in the insurance industry.Key ResponsibilitiesIdentify and engage with potential clients to...


  • Little Rock, Arkansas, United States BOK Financial Full time

    Position ID: 75379Location: Little Rock -LTLRKField of Interest: Wealth ManagementSalary Transparency: Not AvailableApplication Deadline: Not ApplicableBOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA manages...

  • Project Manager

    1 month ago


    Little Rock, Arkansas, United States Southern Bancorp Full time

    Southern Bancorp is a different kind of bank. As a Community Development Financial Institution (CDFI), a special certificate on designated for institutions that serve predominantly underserved communities, Southern Bancorp combines traditional banking and lending services with financial development tools and public policy advocacy to help families and...


  • Little Rock, Arkansas, United States Moline Investment Management LLC Full time

    Job OverviewMoline Investment Management [MIM] | Moline Management, LLC is a leading player in the multifamily housing sector in the Midwest. We are currently looking for a Full-Time Assistant Property Manager to ensure the effective management of our multifamily and senior living community.Key Responsibilities:Handle substantial documentation associated...


  • Little Rock, Arkansas, United States BOK Financial Full time

    Position ID: 75379 Location: Little Rock -LTLRK Focus Area: Wealth Management Salary Information: Not Available Application Deadline: 09/15/2024BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA manages TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...


  • Little Rock, Arkansas, United States Moline Investment Management LLC Full time

    Job OverviewMoline Investment Management [MIM] | Moline Management, LLC is a leading name in the multifamily housing sector across the Midwest. We are currently in search of a Full-Time Assistant Property Manager to ensure the effective management of our multifamily and senior living community in North Little Rock, AR. The ideal candidate will possess a...


  • Little Rock, Arkansas, United States gpac Full time

    Job SummaryWe are seeking a highly skilled and experienced attorney to join our defense team at a well-established law firm. As a Senior Defense Attorney, you will be responsible for defending clients in general liability matters, including premises liability, personal injury, and auto/trucking accidents.Key ResponsibilitiesDefend clients in general...


  • Little Rock, Arkansas, United States W.S. Badcock Corporation Full time

    Job SummaryWe are seeking a highly motivated and experienced Sales Team Lead to join our team at W.S. Badcock Corporation. As a Sales Team Lead, you will be responsible for assisting the store manager and filling in during their absence to supervise all store activities, including sales, account management, deliveries, and store operations.Key...


  • Little Rock, Arkansas, United States University of Arkansas for Medical Sciences Full time

    Position Overview:The Cardiovascular Medicine Division at the University of Arkansas for Medical Sciences is actively seeking a Noninvasive Cardiologist to enhance our growing academic cardiovascular medicine and surgical service line.Key Responsibilities:Provide comprehensive noninvasive imaging services, including MRI, CT angiography, and CTFFR.Engage in...


  • Little Rock, Arkansas, United States PowerHouse Full time

    About the RoleWe are seeking a highly skilled and experienced Superintendent to join our team at PowerHouse. As a key member of our construction team, you will be responsible for overseeing the execution of commercial construction projects from start to finish.Key ResponsibilitiesProject Planning and Execution: Develop and implement project plans, ensuring...


  • Little Rock, Arkansas, United States OrthoArkansas Full time

    Become a Key Member of Our Anesthesia TeamAbout OrthoArkansas: We are a premier healthcare institution committed to delivering exceptional patient care and ensuring the utmost safety and comfort for individuals undergoing surgical interventions.Position Overview:The Certified Registered Nurse Anesthetist (CRNA) is integral to the administration of anesthesia...


  • Little Rock, Arkansas, United States BOK Financial Full time

    Position ID: 75379 Location: Little Rock -LTLRK Areas of Interest: Wealth Management Salary Range: Not Available Application Deadline: 09/15/2024BOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...


  • Little Rock, Arkansas, United States University of Arkansas for Medical Sciences Full time

    Position Overview: The Clinical Services Management Associate (CSMA) plays a pivotal role in overseeing the Registered Nurse (RN) medication team, ensuring the delivery of high-quality patient services. This position acts as a vital link between physicians and nursing staff, facilitating effective communication and collaboration across departments. ...


  • Little Rock, Arkansas, United States Lids Full time

    Job Summary:Lids is seeking a highly motivated and experienced Assistant Store Manager to join our team. As a key member of our store leadership team, you will be responsible for driving sales growth, controlling expenses, and supervising associates to achieve exceptional store performance.Key Responsibilities:Generate Sales:Provide exceptional customer...


  • Little Rock, Arkansas, United States African American Alliance of CDFI Full time

    African American Alliance of CDFI is a unique financial institution committed to serving communities in need. As a Community Development Financial Institution (CDFI), we blend conventional banking and lending services with financial empowerment tools and advocacy to uplift families and neighborhoods. Our mission is to act as wealth creators for all...