Private Wealth Management Associate

Stephens • Little Rock, AR

15h

About The Position

Stephens Analyst Program is specifically designed to provide you with the knowledge base needed to help you pursue a career as a Financial Consultant. During the program, you are fully immersed in our culture and with our experienced Private Wealth Management support team that is dedicated to business development and the growth of the department as well as working one-on-one with other Financial Consultants.

Requirements

• A strong academic record
• Intuitive problem solving
• Microsoft Excel proficiency
• Exemplary communication skills
• A collaborative work ethic
• Basic understanding of financial markets and investment solutions
• SIE – Securities Industry Essentials (within six months of employment)
• Series 7 – General Securities Representative (within six months of employment)
• Series 66 – Uniform Combined State Law Exam (within six months of employment)

Responsibilities

• Analyze data and develop solutions within Stephens’ platforms
• Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports and presentations
• Support the Wealth Planning & Strategy Team with retirement, estate and insurance planning
• Gain experience with investment vehicles, regulatory oversight, investor education and compliance standards
• Learn the fundamentals of client relationship development, effective communication and customized wealth management strategies

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level