Top 48 Wealth management Jobs in Rogers Ar

Arvest Wealth Management Wealth Planner
Arvest Bank —Lowell, AR
- $129,050 - $161,315 a year
- Full-time
- Mid-level
- Finance
- 8 years
22h
Arvest Wealth Management Trust Officer 3
Arvest Bank —Rogers, AR
- $89,250 - $133,870 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
Sowell Management —Rogers, AR
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- 401(k) matching
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
Wealth Consultant
AdamsBrown, LLC —Rogers, AR
- Monday to Friday
- 7 years
- CPA
- Research
- Paid time off
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 2
Arvest Bank —Bella Vista, AR
- $74,370 - $111,560 a year
- Overtime
- Office
- Master's degree
- Bachelor's degree
SVP, Private Banker
Bank OZK —Bentonville, AR
- Weekends as needed
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Dental insurance
- Paid time off
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Arvest Wealth Management Trust Officer 3
Arvest Bank —Rogers, AR
Maintain a high level of professional educational awareness in order to keep current on industry issues and regulations while also maintaining knowledge of…
$89,250 - $133,870 a year
Arvest Wealth Management Trust Officer 2
Arvest Bank —Bella Vista, AR
Maintain all customer appointments, calls, and contacts in the appropriate system. Work closely with the Trust Investment Officer to develop and maintain the…
$74,370 - $111,560 a year

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
11d
Senior Financial Advisor - Experienced Professionals
First Command —Columbus, OH
The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and…
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Arvest Wealth Management Wealth Planner

Arvest Bank -
Lowell, AR

Apply Now

Job Details

Full-time
$129,050 - $161,315 a year
22 hours ago

Qualifications

Financial sales
Bachelor's degree
Financial product expertise
High-end sales
Banking product expertise

Full Job Description

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits .

Position can be located anywhere within the Arvest four state operational footprint. (AR, OK, MO, KS)

Position is Monday through Friday 8 am to 5 pm with additional hours as needed.

Summary:

The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission – People helping people find financial solutions for life.

Job Title: AWM Wealth Planner

The Wealth Planner is responsible for partnering with the Advanced Planning Team and working with Wealth Strategists and the Engagement Coordinator to foster relationships with local teams, including Bank Leadership, Bank Board of Directors, Lenders, Private Banking, CAs, WAs, TOs and IOs to offer high level encounters of Discovery and Solutions for AWM's high net-worth clients with an emphasis on the priorities and goals of the client and implementing solutions according to their financial, business succession and personal plans.

What You’ll Do at Arvest: (Other duties may be assigned.)

• Manage relationships on the Advanced Planning Team (APT) by working with the Engagement Coordinator and Wealth Strategists to lead discussions, planning and delivery of plans establishing a coordinated system of engagement internally to produce the best solutions for clients and provide finalized plans.

• Collaborate with the engagement coordinator and Wealth Strategist on the financial plan and solutions for the success of the client's goals and priorities.

• Cultivate relationships across the Arvest footprint with Bank Leadership, Bank Board of Directors, Lenders, Private Banking, Client Advisors, Wealth Advisors, Trust Officers, and Investment Officers establishing an ongoing pipeline of engagement.

• Host client approved webinars and internal and external educational meetings to facilitate future engagements.

• Lead Discovery and Solutions meetings with APT, local team and clients focusing on client relationship establishment.

• Work with APT and local teams on the implementation of the solutions and help engage the advisor and client to execute the solutions to establish a system of follow-up supporting future engagement and revenue generation.

• Work with marketing on promoting APT to the Arvest Footprint through printed materials and video opportunities to increase awareness.

• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

Responsibilities:

Toolbox for Success:

• Bachelor’s degree in finance or related field required.

• 8 years prior sales experience and industry relevant experience in finance required.

• In-depth knowledge of investment and fiduciary products and services required.

• In-depth knowledge of complex estate and taxation required.

• Experience with past high net worth clients required.

• Certifications such as CFP, CWS, CEPA, ChFC, CLU, CFA preferred.

• Broad knowledge of management and sales techniques preferred.

• Relevant military experience is considered for veterans and transitioning service members.

Physical Demands:

Regular attendance is an essential function of the job. The associate must be able to travel occasionally by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

We offer competitive compensation, benefits packages, and significant professional growth.

Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.

Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.

Grade 19

Pay Range: $129050 - $161315 per year

Apply Now

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wealth management jobs in rogers ar

Arvest Wealth Management Wealth Planner

Arvest Wealth Management Trust Officer 3

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

Financial Advisor

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

Wealth Consultant

Wealth Management Trainee (AR)

Arvest Wealth Management Trust Officer 2

SVP, Private Banker

Relationship Manager – Private Wealth & Tax Solutions

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