Financial Advisor

Job Description

Job Description

This Financial Advisor plays a central role in delivering on Tekton Wealth's commitment to personalized, comprehensive financial planning. Working closely with the CEO, this individual supports clients through every stage of the planning process — from preparing in-depth financial plans and attending review meetings to managing ongoing service requests with care and precision. This is a hands-on role for a licensed financial professional who is equally comfortable in the details of a financial plan and in front of a client.

Tekton Wealth is a boutique financial planning firm in Springdale, Arkansas, committed to helping clients build lasting financial security. As a small, close-knit team, every person who joins Tekton Wealth plays a meaningful role in shaping the client experience and the firm's culture. Here, your contributions are visible, your voice matters, and the work you do directly impacts the families we serve.

We are building something intentional — a firm where excellence and genuine care go hand in hand. If you are driven, personable, and ready to be part of a growing team that takes its work seriously, we want to hear from you.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role.

Responsibilities

Financial Planning & Analysis

Develop, prepare, and update comprehensive financial plans addressing clients' retirement income, investment, insurance, and estate planning objectives.

Conduct research on financial strategies and present insights that support advisor recommendations and strengthen client plan development.

Assist in the setup and management of annuities, life insurance policies, and other financial solutions tailored to each client's unique situation.

Prepare meeting agendas, financial summaries, and planning materials in advance of all client review appointments.

Monitor client progress toward financial goals and proactively recommend plan adjustments as circumstances evolve.

Client Service & Relationship Management

Serve as a trusted point of contact for assigned clients, responding to inquiries and resolving service issues promptly and professionally.

Build and maintain strong client relationships through proactive outreach, consistent follow-through, and a genuine commitment to their financial wellbeing.

Participate in client review meetings, contributing to presentations and ensuring clients leave with clear action items and next steps.

Draft and send follow-up communications summarizing meeting discussions, decisions made, and tasks in progress.

Support the onboarding of new clients, guiding them through the intake process and establishing a strong foundation for the relationship.

Account Administration & Operations

Process client service requests accurately and efficiently, including new account openings, transfers, beneficiary changes, and distribution requests.

Coordinate with custodians, carriers, and third-party partners to ensure timely completion of account transactions and applications.

Manage pre-meeting preparation workflows and post-meeting follow-up tasks to keep client relationships on track.

Maintain strict adherence to compliance requirements and firm policies across all client interactions and planning activities.

CRM & Documentation

Maintain accurate, up-to-date records of all client interactions, transactions, financial plans, and service requests in the firm's CRM system.

Document client decisions, action items, and correspondence clearly to support internal communication, continuity, and compliance.

Track client review schedules and proactively reach out to schedule upcoming appointments before deadlines lapse.

Assist with reporting and data management to support firm leadership in tracking client outcomes and business performance.

Requirements

Required Qualifications

Bachelor's degree in a related field

2–4 years of experience in a financial services or financial planning role

Series 65 license and Life & Health insurance license

Working knowledge of retirement planning concepts, financial products, and investment principles

Strong verbal and written communication skills with a client-first mindset

Highly organized, detail-oriented, and able to manage multiple client relationships simultaneously

Preferred Qualifications

Experience with financial planning software such as eMoney, MoneyGuidePro, or Nitrogen

Familiarity with CRM platforms such as Redtail or Wealthbox

Experience in a small or independent RIA/advisory firm environment

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities