Private Wealth Management Associate

Stephens Inc.; Little Rock, Northern (AR, KY); Hybrid; USD 48,000 - 72,000; Full time

Job summary

Stephens Inc. is seeking a motivated candidate to join its private wealth management and investment services teams in Little Rock, AR. The role offers exposure to data analysis, report creation, and support for retirement and estate planning.

You will work with seasoned professionals, develop familiarity with investment vehicles, markets, and regulatory standards, and prepare presentations for internal stakeholders.

Qualifications

• Bachelor’s degree preferred in Business, Finance, Accounting or related field.
• Strong academic record and analytical capabilities.
• Proficiency in clear communication and teamwork.
• Basic understanding of financial markets and investment solutions.

Responsibilities

• Analyze data and develop solutions within Stephens’ platforms.
• Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports and presentations.
• Support the Wealth Planning & Strategy Team with retirement, estate and insurance planning.

Skills

Strong academic record

Problem solving

Communication skills

Collaborative work ethic

Understanding of financial markets

Education

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

Job description

We are a privately-held, family-owned investment firm. Our sophisticated intellectual capital coupled with deep financial experience means we invest with our client’s goals in mind. We offer a unique blend of investment management and wealth planning solutions as well as access to resources and guidance from our experienced professionals. In addition to private wealth management, Stephens provides investment banking services, fixed income and equities trading and sales, insurance and risk management, public finance and private capital. We have a national presence with strategic locations across the U.S. and in Europe.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Analyze data and develop solutions within Stephens’ platforms
• Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports and presentations
• Support the Wealth Planning & Strategy Team with retirement, estate and insurance planning
• Gain experience with investment vehicles, regulatory oversight, investor education and compliance standards
• Learn the fundamentals of client relationship development, effective communication and customized wealth management strategies

EDUCATION

Bachelor’s degree in Business, Finance, Accounting or related field preferred

KNOWLEDGE, SKILLS & ABILITIES

• A strong academic record
• Intuitive problem solving
• Exemplary communication skills
• A collaborative work ethic
• Basic understanding of financial markets and investment solutions

CERTIFICATIONS, LICENSES & REGISTRATIONS

The following registrations will be required within six months of employment:

• SIE – Securities Industry Essentials
• Series 7 – General Securities Representative
• Series 66 – Uniform Combined State Law Exam

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.