Financial Planner: Retirement & Legacy Strategy

Family Legacy Planning; Bentonville (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

Family Legacy Planning in Bentonville, Arkansas is seeking an experienced Financial Advisor to join our advisory team. You will work directly with existing and prospective clients to understand goals, develop comprehensive plans, present recommendations, and maintain long-term relationships.

This is a full-time, on-site role in Bentonville. The Financial Advisor will focus on advising clients, solving complex financial problems, and building long-term advisory relationships through retirement

Qualifications

• Experience in financial planning and wealth management
• Direct client interaction and conducting financial planning meetings
• Strong knowledge of investments, retirement planning, and retirement income strategies
• Bachelor’s degree in finance, financial planning, economics, business, or related field preferred
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills

Responsibilities

• Conduct client discovery, planning, and review meetings
• Develop and present comprehensive financial and retirement income plans
• Evaluate investment portfolios, income needs, risk, Social Security strategies, and tax considerations
• Coordinate recommendations involving investments, retirement income, insurance, and estate and legacy planning
• Clearly communicate sophisticated financial concepts and recommendations to clients
• Build trusted, long-term client relationships
• Collaborate with advisory and client-service teams to provide a consistent client experience
• Maintain accurate client records and documentation
• Stay current on financial planning strategies, investment markets, and applicable regulatory requirements

Skills

Financial planning

Wealth management

Client communication

Investments knowledge

Retirement planning

Analytical skills

Problem solving

Interpersonal skills

Communication clarity

Organizational skills

Ethical standards

Team collaboration

Education

Bachelor’s degree in finance

Job description

Family Legacy Planning in Bentonville, Arkansas is seeking an experienced Financial Advisor to join our advisory team. You will work directly with existing and prospective clients to understand goals, develop comprehensive plans, present recommendations, and maintain long-term relationships.

This is a full-time, on-site role in Bentonville. The Financial Advisor will focus on advising clients, solving complex financial problems, and building long-term advisory relationships through retirement