Boutique Financial Planner — Mon‑Fri, Client‑Focused Growth

Tekton Wealth Advisors

Lowell (AR)

On-site

USD 85,000 - 110,000

Full time

10 days ago

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Benefits offered by this job

PTO

Hands-on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Tekton Wealth Advisors in Springdale, Arkansas seeks a hands-on Financial Advisor to deliver personalized financial planning and support clients through every stage of the planning process. You will prepare in-depth plans, attend review meetings, and manage ongoing service requests with care, collaborating with the CEO and a close-knit team to build lasting client relationships.

This role requires a Series 65 and Life/Health licenses, strong communication, and meticulous organization to

Qualifications

Bachelor's degree in a related field.
2–4 years of experience in a financial services or financial planning role.
Series 65 license and Life & Health insurance licenses.
Working knowledge of retirement planning concepts, financial products, and investment principles.
Strong verbal and written communication skills with a client‑first mindset.
Highly organized, detail‑oriented, and able to manage multiple client relationships simultaneously.

Responsibilities

Develop, prepare, and update comprehensive financial plans addressing clients' retirement income, investment, insurance, and estate planning objectives.
Conduct research on financial strategies and present insights that support advisor recommendations and strengthen client plan development.
Assist in the setup and management of annuities, life insurance policies, and other financial solutions tailored to each client's unique situation.
Prepare meeting agendas, financial summaries, and planning materials in advance of all client review appointments.
Monitor client progress toward financial goals and proactively recommend plan adjustments as circumstances evolve.
Serve as a trusted point of contact for assigned clients, responding to inquiries and resolving service issues promptly and professionally.
Build and maintain strong client relationships through proactive outreach, consistent follow‑through, and a genuine commitment to their financial wellbeing.
Participate in client review meetings, contributing to presentations and ensuring clients leave with clear action items and next steps.
Draft and send follow‑up communications summarizing meeting discussions, decisions made, and tasks in progress.
Support the onboarding of new clients, guiding them through the intake process and establishing a strong foundation for the relationship.
Process client service requests accurately and efficiently, including new account openings, transfers, beneficiary changes, and distribution requests.
Coordinate with custodians, carriers, and third‑party partners to ensure timely completion of account transactions and applications.
Manage pre‑meeting preparation workflows and post‑meeting follow‑up tasks to keep client relationships on track.
Maintain strict adherence to compliance requirements and firm policies across all client interactions and planning activities.
Maintain accurate, up‑to‑date records of all client interactions, transactions, financial plans, and service requests in the firm's CRM system.
Document client decisions, action items, and correspondence clearly to support internal communication, continuity, and compliance.
Track client review schedules and proactively reach out to schedule upcoming appointments before deadlines lapse.
Assist with reporting and data management to support firm leadership in tracking client outcomes and business performance.