Senior Wealth Planning Associate
Stephens Inc.Little Rock, AR
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Overview
Schedule
Full-time
Education
CPA
Career level
Senior-level
Benefits
Health Insurance
Life Insurance
Career Development
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Prepare, review and present comprehensive wealth management analysis reports including retirement planning, tax projections, education funding, insurance and estate planning analysis for Financial Consultants and their clients over the phone and in-person professionally and respectfully.
- Discuss client goals and objectives with Financial Consultant to determine which proposal, projection or analysis should be prepared, reviewed and delivered. Offer recommendations to Financial Consultants when no clear objectives are present.
- Conduct research as needed for Financial Consultants, including but not limited to, complex financial, tax and/or estate planning questions and personal finance topics.
- Educate Financial Consultants on the benefits of the Wealth Management group through individual or group meetings, including branch visits and conference calls.
- Track all open cases as well as assets and business generated from successful cases.
- Maintain current working knowledge of the industry changes and regulations of interest to Private Client Group, Stephens Inc. employees, and/or clients.
- Provide support to the department for special projects or other tasks as assigned by management.
- Proactively develop self to continuously improve knowledge, skills and credentials.
EDUCATION AND/OR EXPERIENCE
- Bachelor's degree or equivalent
- 3-5 years of related experience or training
- An equivalent combination of education, training or experience
- Broad knowledge of such fields as accounting, marketing, business administration, finance etc.
CERTIFICATES, LICENSES, REGISTRATIONS
- CPA, CFP or similar designation required
Required to obtain the following registrations within 12 months 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)
REQUIRED TESTING
- Microsoft Excel
- PowerPoint
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FAQs About Senior Wealth Planning Associate Jobs at Stephens Inc.
What is the work location for this position at Stephens Inc.?
This job at Stephens Inc. is located in Little Rock, AR, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Stephens Inc.?
Employer has not shared pay details for this role.
What employment applies to this position at Stephens Inc.?
Stephens Inc. lists this role as a Full-time position.
What experience level is required for this role at Stephens Inc.?
Stephens Inc. is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Stephens Inc. for this role?
Stephens Inc. offers following benefits: Health Insurance, Life Insurance, and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Stephens Inc.?
You can apply for this role at Stephens Inc. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.