Lead Wealth Management Advisor

Job Overview
We are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will possess a strong background in financial services, with expertise in areas such as public accounting, estate planning, and investment management. As a Financial Planner, you will work closely with clients to develop tailored financial strategies that align with their goals and objectives. Your role will involve analyzing financial data, providing advice on investments, tax strategies, and estate planning, while ensuring compliance with applicable laws and regulations.

Duties

• Conduct comprehensive financial assessments for clients to understand their financial situations and goals.
• Develop personalized financial plans that encompass investment management, tax strategies, and estate planning.
• Provide expert advice on wills, trusts, and estate law to help clients navigate complex legal requirements.
• Perform detailed research on market trends and investment opportunities to inform client recommendations.
• Maintain up-to-date knowledge of technical accounting principles and regulatory changes affecting the financial landscape.
• Collaborate with clients to review their financial plans regularly and make adjustments as necessary based on changing circumstances or goals.
• Build strong relationships with clients through effective communication and exceptional service.
• Engage in sales activities to attract new clients while maintaining relationships with existing ones.

Qualifications

• Bachelor’s degree in finance, accounting, business administration, or a related field.
• Proven experience in public accounting or a similar financial advisory role is preferred.
• Strong understanding of wills, trusts, estate law, tax regulations, and investment management principles.
• Excellent analytical skills with the ability to conduct thorough research and provide actionable insights.
• Strong interpersonal skills with the ability to communicate complex financial concepts clearly to clients.
• Proficiency in financial planning software and tools is an advantage.
• Ability to work independently as well as part of a team in a fast-paced environment.
• Must have CFP Certification

If you are passionate about helping individuals achieve their financial goals through expert guidance and strategic planning, we encourage you to apply for this exciting opportunity.

Job Type: Full-time

Pay: $75,000.00 - $111,584.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Compensation Package:

• Bonus opportunities

Application Question(s):

• Do you have a client list you are able to bring to the firm if hired?

Ability to Commute:

• Rogers, AR 72756 (Preferred)

Ability to Relocate:

• Rogers, AR 72756: Relocate before starting work (Preferred)

Work Location: In person

Salary : $75,000 - $111,584