Top 52 Wealth management Jobs in Rogers, 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
Financial Representative - Training and Development Provided
Northwestern Mutual - Northwest Arkansas —Rogers, AR
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Health savings account
- Disability insurance
Quick Apply
Wealth Management Trainee (AR)
Bankers Life —Bentonville, AR
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Arvest Wealth Management Trust Officer 3
Arvest Bank —Rogers, AR
- $89,250 - $111,560 a year
- Overtime
- 7 years
- Office
- Master's degree
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
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
Arvest Wealth Management Trust Officer 2
Arvest Bank —Bella Vista, AR
- $74,370 - $92,965 a year
- Overtime
- Office
- Master's degree
- Bachelor's degree
4d
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
Wealth Consultant
AdamsBrown, LLC —Rogers, AR
- Monday to Friday
- 7 years
- CPA
- Research
- Paid time off
SVP, Private Banker
Bank OZK —Bentonville, AR
- Weekends as needed
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Dental insurance
- Paid time off
8d
Financial Advisor
Sowell Management —Rogers, AR
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- 401(k) matching
Quick Apply

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
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wealth management jobs near rogers, ar

Financial Advisor – Existing Clients & Qualified Leads

Family Legacy Planning - Wealth Management
Bentonville, AR

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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

wealth management jobs in rogers, ar

Financial Advisor – Existing Clients & Qualified Leads

Financial Representative - Training and Development Provided

Wealth Management Trainee (AR)

Arvest Wealth Management Trust Officer 3

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

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

Arvest Wealth Management Trust Officer 2

Private Wealth Management Relationship Specialist

Wealth Consultant

SVP, Private Banker

Financial Advisor

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