Associate Financial Advisor
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.