Associate Financial Advisor

Immediately
The Arkansas Financial Group, Inc.
Mary McCraw
P.O. Box 7752 Little Rock, AR 72217 Phone: 501-376-9051 Fax: 501-8978293
marym@arfinancial.com
Email
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Associate Financial Planner

The Arkansas Financial Group is seeking an Associate Financial Planner who wants to innovate and grow in a fee-only firm where the fiduciary relationship and comprehensive financial planning is the core of every client relationship. We are seeking a team member who wants to add to the culture through their attention to detail and dedication to taking care of clients’ needs. This is a position that has significant growth potential and ownership equity opportunity.

In this role you will:

• Join and/or support our Financial Advisors in servicing clients

• Prepare, review and analyze planning models

• Communicate with clients in a professional and accommodating manner

• Contribute to the development and implementation of financial plans for clients

• Manage investments using our internal systems and procedures (on which we will train you)


If you have the following, we want to talk to you:

• A desire to become a senior advisor, lead advisor and possibly shareholder in the firm

• Extreme level of detail – You see and care about the little things that others overlook.

• Exceptional communication skills - written and presentation

• Able to work independently and collaboratively in a team environment

• Superior conceptual and problem-solving skills – You find solutions and if you do not know the answer, you go and find it.

• Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc. – In addition Salesforce and eMoney experience are greatly beneficial.

• Comfortable working in a disciplined structure, and in a collaborative, collegial environment


Required Qualifications:

• Bachelor’s degree with 3 years of work experience

• FINRA Series 66 (or 63 & 65) required (within 6 months)

• CFP® certificate designation or enrolled in a CFP® program

• Salary is commensurate with experience and qualifications. Additionally, we offer paid time off, health insurance, and 401(k) safe harbor, among other benefits.