Financial Advisor – Holistic Planning & AUM Growth

Sowell Management; Rogers (AR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive W2 base salary

Comprehensive benefits package

Professional development stipend

Mentorship from experienced advisors

Ongoing professional development

Job summary

A financial advisory firm in Rogers, Arkansas, is seeking a Financial Advisor to manage books, deliver tailored financial plans, and enhance client relationships. The successful candidate will have over 3 years of experience and must hold FINRA Series 65 or 66 license. The role emphasizes proactive communication and collaborative team efforts. A comprehensive benefits package and competitive salary are offered, fostering a work-life balance in a dynamic, growth-oriented environment.

Qualifications

• Minimum 3+ years as a Financial Advisor with proven AUM growth.
• FINRA Series 65 or 66 license required.
• Experience managing individual client relationships and financial planning.

Responsibilities

• Manage assigned books and deliver holistic financial plans.
• Service assigned client relationships to help achieve goals.
• Communicate proactively via regular reviews on performance.

Skills

Proactive communication

Client relationship management

Portfolio management

Education

Bachelor's degree in Finance, Business, Economics, or related field

CFP® designation or progress toward

Tools

Financial planning tools (e.g., eMoney, RightCapital)

CRM (e.g., Wealthbox)

Job description

A financial advisory firm in Rogers, Arkansas, is seeking a Financial Advisor to manage books, deliver tailored financial plans, and enhance client relationships. The successful candidate will have over 3 years of experience and must hold FINRA Series 65 or 66 license. The role emphasizes proactive communication and collaborative team efforts. A comprehensive benefits package and competitive salary are offered, fostering a work-life balance in a dynamic, growth-oriented environment.