Top 8 Cfp Jobs in Bentonville, Ar

Financial Advisor – Existing Clients & Qualified Leads
Family Legacy Planning - Wealth Management —Bentonville, AR
- $75,000 - $175,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Arvest Wealth Management Trust Officer 3
Arvest Bank —Rogers, AR
- $89,250 - $133,870 a year
- Overtime
- 7 years
- Office
- Master's degree
Wealth Consultant
AdamsBrown, LLC —Rogers, AR
- Monday to Friday
- 7 years
- CPA
- Research
- Paid time off
Financial Advisor
Sowell Management —Rogers, AR
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- 401(k) matching
Quick Apply
SVP, Private Banker
Bank OZK —Bentonville, AR
- Weekends as needed
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Dental insurance
- Paid time off
Financial Solutions Advisor Consumer Investments - Northwest Arkansas Area
Bank of America —Springdale, AR
- Full-time
- Background check
- Writing skills
- Mid-level
15h

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Financial Advisor – Existing Clients & Qualified Leads
Family Legacy Planning - Wealth Management —Bentonville, AR
Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and…
$75,000 - $175,000 a year
Quick Apply
Wealth Management Trainee (AR)
Bankers Life —Bentonville, AR
Continuous support with tech tools, marketing leads, and team collaboration. Bankers Life covers your entry level Life & Health coursework to start your…
$50,000 - $80,000 a year
Quick Apply

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Financial Advisor – Existing Clients & Qualified Leads

Family Legacy Planning - Wealth Management
Bentonville, AR

Quick Apply

Job Details

Full-time
$75,000 - $175,000 a year

Benefits

401(k)
Paid time off
Parental leave
401(k) matching
Professional development assistance
Referral program
Retirement plan

Qualifications

Financial sales
CFP
Customer service
Series 66
Life insurance knowledge
Math
Financial concepts
Productivity software
Appointment scheduling
Insurance sales
Series 65
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

About us

Family Legacy Planning is a fast-growing independent RIA. We provide A+ service to our clients so they can focus on their life and not worry about their money.

Financial Advisor

No cold calling. We provide the leads and existing clients.

Base Salary + advisory fees and insurance commissions. 401k contributions.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Bentonville, AR is seeking to add an Financial Advisor to our Team!

This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.

Key Traits:

Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability

Minimum Requirements:

College degree
2+ years of financial service experience required
CFP
Series 65 or 66 and Life and Health required
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Experience with CRM preferred

Position Responsibilities:

Prepare, present, and implement customized financial plans
Assist clients with investments, annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals
2 nights per month required. Typically done by 8pm.

Job Type: Full-time

Pay: $75,000.00 - $175,000.00 per year

Benefits:

401(k) matching
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan

Experience:

Financial concepts: 2 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

cfp jobs in bentonville, ar

Financial Advisor – Existing Clients & Qualified Leads

Arvest Wealth Management Trust Officer 3

Wealth Consultant

Financial Advisor

SVP, Private Banker

Financial Solutions Advisor Consumer Investments - Northwest Arkansas Area

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