Senior Wealth Planning Associate
StephensLittle Rock, Arkansas, United States
Posted July 10, 2024
Full Time
About the Company
Stephens is a family‑owned, independent financial services firm founded in 1933 and headquartered in Little Rock, Arkansas, with offices nationwide and overseas. The firm delivers a full spectrum of services—including wealth management, investment banking, capital and private equity, institutional sales and trading, public finance, insurance, and research—to companies, state and local governments, institutions, and high‑net‑worth investors. Stephens distinguishes itself by prioritizing long‑term client relationships and a values‑based approach, eschewing short‑term market pressures to deliver vision, integrity, and innovation. As active investors and business owners, the team brings a unique insider perspective, enabling them to partner closely with clients to build sustainable futures.
Job Description
Senior Wealth Planning Associate responsible for preparing and presenting comprehensive wealth management analysis reports, conducting research, educating Financial Consultants, and maintaining current working knowledge of industry changes and regulations.
Requirements
- Prepare and present comprehensive wealth management analysis reports
- Conduct research for Financial Consultants
- Educate Financial Consultants on the benefits of the Wealth Management group
- Track open cases and assets generated from successful cases
- Maintain current working knowledge of industry changes and regulations
- Provide support to the department for special projects or other tasks
Benefits
- Opportunity for professional growth and development
- Chance to work with a reputable company
- Possibility of relocation sponsorship
