Financial Planning and Analysis Director jobs in Little Rock, AR

The summer of 2024 is now full however we are looking to the summer of 2025.

Are you looking for a rewarding career focused on helping others? Are you considering working in the financial industry, but the idea of being a stereotypical, stuffy, corner-office-person-in-a-suit isn’t your idea of financial service? If so, you’re in the right place!

We’re looking to grow our team!

At GenWealth, we wholeheartedly believe in the value of what we have to offer our clients. We’ve seen financial planning make an incredible impact on many lives, and we are passionate about helping even more people discover, protect, and share true financial independence (it’s kind of our mission). The job of our Planning Interns is to help our team connect with new and existing clients, learn from our Lead Advisors in meetings, and assist with projects to help build your knowledge of the financial industry.

                                                                                     www.getreadyforthefuture.com

Our Standards:

We know character matters. We are trailblazers. We believe in balance. We value good communication. We have a unified purpose.

We do not fear. We are life changers. Excellence is our standard, no less.

Position Impact: 

• Current value: This position provides "lift" to many other roles in the firm by allowing team members to spend more time meeting with clients and developing prospects. 
• Future value: This role often develops into a full-time, post-graduate position as an advisor, with the internship serving as a long-term interview for the position.

What YOU get:

• Learn and demonstrate interpersonal skills with clients and team.
  
• Learn how to work with the First Impression Specialists.
• Learn how to work with the Client Service Specialist (CSS) team.
• Shadow Advisors to learn the industry and how GenWealth operates.
• An opportunity to learn if this industry is where you want to spend your future.

What WE get:

• Professional, reliable, organized/timely, and consistent performance of detailed tasks.
• Excellent work within a team on group projects and enjoyable interaction with others.
• A team member who proactively looks for ways to help clients and team members.
• A team member who is coachable and regularly self-assesses performance to make improvements.
• A strong work ethic and willingness to grow.

Skills and Experience that are Helpful:

• N/A

Minimum Education Requirements:

• High school or equivalent diploma.
• We really like to hire someone who is between their Junior and Senior years in college, but it's not required.

Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands: While performing the duties of this job, the employee is required to walk; sit; use hands/fingers to handle or feel equipment, or controls; reach with hands and arms; balance; stoop; talk or hear. The employee must lift and/or move up to 15 lbs. 
• Work environment: While performing the duties of this job, the employee will be primarily indoors with prolonged periods of sitting at a desk and working on a computer but may be required to work outdoors for events. The noise level in the office is minimal.