Top 38 Wealth consultant Jobs in Rogers, Ar

Wealth Consultant
AdamsBrown, LLC —Rogers, AR
- Monday to Friday
- 7 years
- CPA
- Research
- Paid time off
Branch Associate
Locke Supply Co —Bentonville, AR
- $15 an hour
- Full-time
- Background check
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
10d
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Rogers, AR
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Rogers, AR
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Private Wealth Management Relationship Specialist
Regions —Fayetteville, AR
- $55,100.00 - $69,207.50 a year
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
5d
Fast Track Partner Candidate
New York Life —Rogers, AR
- $85,000 - $150,000 a year
- Full-time
- Remote
- Mentoring
- Business
- Master of Business Administration
- Disability insurance
- Health insurance
Quick Apply
9d
. NET, Developer ( WCF)
Sonsoft Inc —Bentonville, AR
- Full-time
- Mid-level
- SQL
- Bachelor's degree
Quick Apply
Accounting Advisory Consultant - Construction & Real Estate
AdamsBrown, LLC —Rogers, AR
- Monday to Friday
- CPA
- Mid-level
- Office
- Paid time off

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Investment Banking Consultant
Accenture —Bentonville, AR
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status,…
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Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Pea Ridge, AR
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$75,000 - $150,000 a year
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Wealth Consultant

AdamsBrown, LLC
Rogers, AR

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Job Details

Benefits

Paid time off

Qualifications

Series 66
Series 7
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Description:

Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, professional services, closely held business, local government and not-for-profit. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology, wealth management and trust services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals. Visit our website to see current office locations.

Position Summary

This position helps clients pursue financial health through a consultative approach by assessing the clients’ current financial situation, working with them to identify financial goals, identifying potential solutions, and leading them through the process of implementation. In addition, this role is responsible for deepening and growing relationships with high-value existing clients and cultivating new relationships with prospects in order to convert prospects to clients. These prospects may be existing tax clients who have not yet utilized the financial services of the firm or prospects outside of the current tax base entirely, depending on the firm vision and target market. In this role, the Financial Advisor may direct and/or manage the activities of team members.

FLSA Status: Exempt

Requirements:

Required Experience and Education

Bachelor’s or Master’s degree with minimum of seven years client-facing financial planning experience, or equivalent combination of education and experience. Requires licensing for Kansas Life and Health, Series 66 and Series 7. CPA and/or CFP highly preferred.

Major Duties and Responsibilities

Builds and fosters long-term relationship with a sustainable client base
Meets with clients and prospects to discuss and evaluate the financial, investment and retirement needs of each client
Presents appropriate financial solutions to clients through a consultative approach based on the client’s stated short- and long- term financial goals, financial needs and current financial situation
Explains the types of financial services available and educates regarding options and potential risks
Advises clients on how best they can fund specific projects and/or future financial needs, such as college, retirement or asset purchases
Assures that the willingness of a client towards a specific investment decision is complimented by a clear understanding of the risks involved
Helps the client balance the acquisition of assets against the need to meet day to day expenses
Monitors client accounts and determines if changes are needed to improve performance or accommodate changes
Conducts regular review meetings with high-value clients to monitor the plan and grow the client relationship
Potentially leads, trains, mentors and directs the activities of other advisors and/or support staff who are supporting the client experience
Travels to other offices as needed
Conducts business in a compliant manner, staying up to date on new policies and regulations, and responding as appropriate
Performs other duties as assigned

Desired Skills, Abilities, and Characteristics

Ability to maintain confidentiality of firm and client information
Ability to research products and procedures
Excellent understanding of financial planning concepts in areas such as cash flow planning, retirement planning, investment analysis, stocks, bonds, mutual funds, real estate, income and estate tax, insurance and risk management strategy.
Excellent written and verbal communication skills
Client service oriented
Ability to perform several tasks concurrently with ease and professionalism
Ability to demonstrate a proven record of acting in the best interests of the investor/client
Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors and clients
Ability to work well with others

Working Conditions

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

Adams Brown, LLC. is an Equal Opportunity Employer.

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wealth consultant jobs in rogers, ar

Wealth Consultant

Branch Associate

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

Private Wealth Management Relationship Specialist

Fast Track Partner Candidate

. NET, Developer ( WCF)

Accounting Advisory Consultant - Construction & Real Estate

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