Wealth Advisor: Client Growth & Holistic Planning

Sowell Management; North Little Rock (AR); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary with incentive opportunities

Comprehensive benefits package including health insurance

401(k) with firm match

Job summary

A leading financial services firm is seeking a Financial Advisor to manage client relationships and deliver comprehensive financial plans. The ideal candidate will have over 3 years of experience, hold a valid FINRA Series 65 or 66 license, and be skilled in client management and portfolio implementation. Benefits include a competitive salary, comprehensive health packages, and a supportive work environment focused on professional development. This role is based in Little Rock or Rogers, AR.

Qualifications

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

Responsibilities

• Manage assigned client relationships and help achieve their goals.
• Deliver holistic financial plans based on client goals and timelines.
• Communicate proactively with clients about performance and market adjustments.

Skills

Financial planning

Communication

Client relationship management

Portfolio management

Proficiency with planning tools (e.g., eMoney, RightCapital)

Education

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

Tools

Wealthbox CRM

Job description

A leading financial services firm is seeking a Financial Advisor to manage client relationships and deliver comprehensive financial plans. The ideal candidate will have over 3 years of experience, hold a valid FINRA Series 65 or 66 license, and be skilled in client management and portfolio implementation. Benefits include a competitive salary, comprehensive health packages, and a supportive work environment focused on professional development. This role is based in Little Rock or Rogers, AR.