Wealth Management Specialist jobs in Little Rock, AR

Associate Wealth Management Advisor

With IQonic Wealth Management

Duties

· Provides dedicated operational support, usually to multiple financial advisors, including preparation of reports and other materials for client meetings

· Supports and contributes to office initiatives including, but not limited to, team meetings, marketing events, and maintains appropriate materials for meetings and events

· Serves as important part of the relationship team for firm clients working with more senior financial advisors and under supervision of Associate Lead or Lead Advisor

· Focuses on ongoing client engagement, including ongoing and regular client contact, follow through and follow up on team commitments to client, client communications, meetings, assisting with new client on-boarding process

· Ability to execute on instructions from lead advisors and other senior team members

· Ability to organize and manage client information and paperwork, particularly orders and planning documentation

· Ability to meet and engage with clients and potential clients

· Commits to grow into increasing level of knowledge related to wealth management

· Represents the firm’s strategic brand and the team service concept

· Maintains familiarity with industry and economic trends and applies knowledge to client service and relationships

· Learns, maintains knowledge of, and shows ability to apply compliance standards

· Works collegially and productively with clients, peers, and other team members

· Commits to ongoing growth of all skill sets and competencies needed to serve client, firm, and individual success

· Represents the firm’s strategic brand and the team service

Competencies

· Ability to assist in and contribute to development of client service, management, and investment plans

· Basic range of financial services knowledge or ability to learn financial services and ability and willingness to expand knowledge range

· Able to seek appropriate resources within the firm to help with and expand ability to deal with client situations

· Clear communication skills, particularly in explaining financial principles and concepts

· Ability to work well as part of client service team

· Shows potential to expand financial relationship with present clients

· Strong attention to detail

· Understands and engages in requisite regulatory compliance or is willing to do so

· Ability to communicate well in charged client situations

· Approachable, respectful, inclusive communication

· Sets and models high performance standards

· Ability to solve problems and seek appropriate support in solving problems

· Demonstrates willingness and ability to learn and apply learning appropriately

· Understands and seeks to close gaps in knowledge/asks for help when necessary

· Exhibits self-confidence/self-esteem

· Ability to be flexible, adaptable, and move with change

· Works collegially and productively with clients,

· peers, and other team members

Requirements

• CPA certification
• AR State Life, Accident & Health licensed (within 1 month)
• Series 7 & 63 preferred (Or earned in first 6 months)

Compensation and Benefits

Pay: Dependent on experience

Bonus potential dependent on licensing

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• 401(k)

IQonic Wealth Management

Our team brings insight from more than 50 years of collective financial planning experience with local expertise, combined with 160 years of the strength and capabilities of Northwestern Mutual’s world-class insurance and investment solutions. With strategies catered to business owners, dentists, physicians, and those entering or in retirement, IQonic Wealth Management works to audit all relevant aspects of your current situation. From there, we co-author with you a written plan, providing a blueprint to execute important financial decisions across multiple aspects of your life. Customized recommendations include risk management, tax efficiencies, debt management, business and benefit planning, investment strategies, retirement and distribution planning and wealth management.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Little Rock, AR: Relocate before starting work (Required)

Work Location: In person