Financial Planning Associate
Stifel Financial
Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel’s online Financial Planning platform). Responsibilities Communicates with Financial Advisors to obtain all necessary information for financial plan preparation. Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuidePro financial planning software. Complexity of plans generally ranges from the simple to moderate level. Works with Financial Planning Specialists to enter data needed to create financial plans. Mails completed financial plans to branch offices. Provides detailed explanation of completed financial plans to Financial Advisors. Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning questionnaire. Provides support to branches on how to properly use MoneyGuidePro as well as best practices. Responds to in-bound Financial Advisor and Sales Assistant phone calls. Works independently to accomplish all activities required to meet plan preparation deadlines. May develop spreadsheets, PowerPoint presentations and other project items as necessary. Serves as back-up on logging financial plans received. May assist with filing plans and file maintenance of financial plans. Qualifications Basic understanding of the securities industry in general and various securities products. General understanding of financial planning products and techniques. Solid and reliable mathematical skills. Developing knowledge of department and Firm policies/procedures and industry regulations related to financial planning business. Able to converse with and professionally converse with Financial Advisors and other personnel concerning financial planning subjects. Education & Experience Business Degree in related field or equivalent combination of education and experience. 1+ years’ securities industry or related experience required. Systems & Technology Proficient in the use of Microsoft Excel, Word, PowerPoint and Outlook. #J-18808-Ljbffr Stifel Financial
$100k
...established client base: families who are already here, already planning with us, and already expecting depth most firms don't have the... ...planning, and major life transitions Prepare and present financial plans, retirement analyses, and investment recommendations...SuggestedFull timeWork at officeLukas Total Wealth
North Little Rock, AR15 hours ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Little Rock, AR3 days ago$47.89k
...contact Human Resources at (***) ***-****. Department: Financial Aid Department's Website: Summary of Job Duties:... ...Recruitment Contact Information: Kimberly Herron Associate Director of Financial Aid ****@*****.*** All application...SuggestedInternshipWork at officeLocal areaImmediate startVisa sponsorshipFlexible hoursShift workDay shiftUniversity of Arkansas System
Little Rock, AR4 days ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
North Little Rock, AR3 days ago - ...seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner... ..., dental and vision Insurance paid for. 401(k) retirement planning with company match. Non-contributory pension plan. Group...SuggestedWork at officeLocal area
Modern Woodmen
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Sowell Management Services
North Little Rock, AR5 days ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...-based wealth management, including planning for retirement, education, legacy, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Work at officeShift workDay shift
Bank of America
Little Rock, AR2 days ago - ...Join to apply for the Financial representative role at Modern Woodmen of America Launch your financial services career with an organization... ...financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future...Local area
Modern Woodmen
Little Rock, AR2 days ago - ...company with over 175years of experience in helping families protect their financial futures. As an insurance agent, you will guide clients through complex financial decisions such as retirement planning and college savings, while building long‑term relationships and...Full timePart time
Moody's
Little Rock, AR2 days ago - ...with support and flexibility. Strategic Financial Partners has an opportunity available for... ...and distribute your wealth . As an SFP Associate, you can look forward t o:Developing... ...advice-based solutions with a financial planning mindset to meet the individualized investment...Contract workFor contractorsWork at officeLocal area
- ...candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Fortune 100 Financial Firm/Insurance Company Seeking Financial Advisors Our Fortune 100 client is seeking experienced financial advisors that are looking to grow or transition their career! If you have exhausted your personal network and are struggling to find new clients...Full timeRemote work
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers... ...in-depth guidance through Financial Planning services Identifies and follows up on all... ...compensation and variable compensation. Associates in this role have total compensation earning...Full timeTemporary workLocal areaFlexible hours$43.89k - $150k
...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become... ...in-depth guidance through Financial Planning services Identifies and follows up on... ...compensation and variable compensation. Associates in this role have total compensation...Full timeTemporary workLocal areaFlexible hours- ...message the job poster from Prudential Financial Business Development Manager at Prudential... ...with a 4% match, a cash balance pension plan, and a pension enhancement plan. Medical... ...in E-Verify. Seniority level Associate Employment type Full-time Job function Finance...Full time
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Little Rock, AR5 days ago- ...Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide... ..., understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s...Flexible hours
CROWN FINANCIAL GROUP
Little Rock, AR3 days ago $108.63k - $127.8k
...the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate... ...own the company’s financial roadmap, from the annual operating plan and rolling forecasts to the in-depth business reviews that...Local areaCoinbase
Little Rock, AR3 days ago$43.89k - $102.08k
...responsible for developing non-specialty volume forecasts that inform planning, performance management, and strategic decision-making. In... ...stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in...Hourly payFull timeTemporary workWork experience placementLocal areaCVS Health
Little Rock, AR1 day ago- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage... ...comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial...
WealthBridge Financial Group
North Little Rock, AR1 day ago $65k - $85k
...Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors... ...an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service...Full timePrivate practiceWork at officeMonday to FridayJambalaya Group
Little Rock, AR5 days ago- ...focus to the business*Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional...Night shift
Simmons Bank
Little Rock, AR1 day ago - ...Job Summary A liaison between the customer and the financial institution, building and maintaining that relationship and offering advice... ...by assisting branch management with coaching and training new associates on products and services. Take responsibility of opening and...Work at office
Encore Bank
Little Rock, AR4 days ago - ...Regions Bank is seeking a Relationship Banker II in Little Rock, Arkansas, responsible for identifying customer financial needs and providing solutions. This full-time position requires communication skills and cash handling experience. The role includes outbound calls...Full time
Regions Bank
Little Rock, AR3 days ago $50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. Role Review and improve... ..., Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a full‑time or part‑time REMOTE position...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hoursDataAnnotation
Little Rock, AR3 days ago- A leading financial services provider is seeking a Financial Advisor to join its team in Little Rock, Arkansas. The ideal candidate will... ...Strong communication and interpersonal skills are essential for success in this position. #J-18808-Ljbffr National Black MBA Association
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$20.54 - $29.42 per hour
...service position to assist a diverse student population in Little Rock, Arkansas. The role involves guiding students through the financial aid process and counseling them on funding options with comprehensive training provided. The ideal candidate will have great customer...Remote jobHourly payWork at office- Northwestern Mutual seeks College Financial Representatives for an enriching internship program in Little Rock, Arkansas. This role offers students the chance to build a financial planning practice while receiving mentorship and training. The internship is designed to...Full timeInternship
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