Senior Wealth Planning Associate - Little Rock - Stephens Default

    Stephens Default
    Stephens Default Little Rock

    1 week ago

    $70,000 - $120,000 (USD) per year *
    Description

    Senior Wealth Planning Associate

    Conduct comprehensive wealth management analysis reports, discuss client goals and objectives with Financial Consultants to determine which proposal should be prepared. Provide recommendations to Financial Consultants when no clear objectives are present.

    Wealth Management Analysis Reports

    • Prepare, review and present comprehensive wealth management analysis reports including retirement planning, tax projections, education funding, insurance and estate planning analysis for Financial Consultants over the phone or in-person professionally and respectfully.


    Note: The job requires a broad knowledge of accounting, marketing, business administration finance etc., along with specific certifications like CPA CFP etc.

    Certifications Required: CPA CFP or similar designation required within 12 months of employment other requirements include series securities representative life & health long term care Insurance license SIE Series 63 Series 66 Microsoft Excel PowerPoint equal opportunity employer
    * This salary range is an estimation made by beBee
  • Work in company

    Senior Wealth Planning Associate

    Only for registered members

    Prepare comprehensive wealth management analysis reports including retirement planning for Financial Consultants and their clients over the phone and in-person professionally and respectfully. · ...

    Little Rock, AR

    1 month ago

  • Work in company

    Senior Wealth Planning Associate

    Only for registered members

    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 ...

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