Wealth Management Specialist jobs in Arkansas

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Client Specialist
  • First Horizon Advisors, Inc.
  • Little Rock, AR FULL_TIME
  • About Us
    First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

    Summary
    The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.

    ESSENTIAL DUTIES AND RESPONSIBILITIES
    • Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
    • Extensive client contact , involved in all activities that align with prospective and existing clients
    • Performs account maintenance including money transfer requests, address changes, etc.
    • Serves as liaison and between sales team, compliance, and other business lines throughout the firm
    • Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures
    • Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation
    • May attend client meetings, prospect meeting, and client/marketing events
    • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
    • Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support
    • Fulfill financial advisor requests and resolve service-related issues and inquiries
    • Process tasks and resolve issues in a timely and accurate manner
    • Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times
    • Maintain a focus on continuous improvement and provides feedback on system enhancements
    • Master technology to ensure it is being used to its full benefit.

    QUALIFICATIONS
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
    1. 0-2 years’ experience required; 2-4 years’ experience preferred
    2. High School diploma required for consideration (or equivalent); Bachelors preferred
    3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
    4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
    5. FINRA Licenses : Series 7, 66/63 preferred
    6. Appropriate State Life & Health Insurance licenses preferred

    Benefit Highlights
    • Medical with wellness incentives, dental, and vision
    • HSA with company match
    • Maternity and parental leave
    • Tuition reimbursement
    • Mentor program
    • 401(k) with 6% match
    • More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

    Follow Us
    Facebook - facebook.com/FirstHorizonBank
    Twitter - twitter.com/FirstHorizonBnk
    LinkedIn - linkedin.com/company/first-horizon-bank
    Instagram - instagram.com/first_horizon
    YouTube - youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q

    Corporate Diversity Commitment:
    We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 4 Days Ago

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Wealth Management Client Specialist
  • First Horizon
  • Little Rock, AR FULL_TIME
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock...
  • 5 Days Ago

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Wealth Management
  • Strategic Financial Partners
  • Little Rock, AR FULL_TIME
  • Start a brand new career with support and flexibility. Strategic Financial Partners has a new opportunity available for Financial Services Representatives (entry-level and experienced) in Arkansas.As ...
  • 1 Day Ago

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Service Technician / Full time / Part time
  • Holmstrom Wealth Management LLC
  • Springdale, AR FULL_TIME|PART_TIME
  • Looking for job security, a safe work environment, advancement opportunities and to fill that gap in your resume? Our offices work Monday – Friday managing accounts with business and residential clien...
  • 19 Days Ago

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Entry Level Maintenance Technician
  • Holmstrom Wealth Management LLC
  • Springdale, AR FULL_TIME
  • Are you tired of sending resumes and no one getting back to you? Not here! We have a speedy hiring process from the first phone call to your official start date! We’re certain you’ve never considered ...
  • 9 Days Ago

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Sales Associate
  • Holmstrom Wealth Management LLC
  • Springdale, AR FULL_TIME
  • Fish Window Cleaning is Hiring! Are you a college student looking to get some sales experience during the summer? Are you a person in sales that's looking for a change of scenery? Then we have the pos...
  • 9 Days Ago

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Financial Representative
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
  • 3/29/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/29/2024 12:00:00 AM

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Intern - Summer
  • Santander
  • Miami, FL
  • Intern - Summer Country: United States of America Job Description Do you have an interest in or a passion for providing ...
  • 3/29/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Murfreesboro, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Salt Lake City, UT/Greenwood Village & Fort Collings, CO Overview Are you a ...
  • 3/29/2024 12:00:00 AM

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Financial Planner
  • Creative Planning
  • Los Angeles, CA
  • The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This ...
  • 3/29/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

Arkansas (/ˈɑːrkənsɔː/ AR-kən-saw)[c] is a state in the southern region of the United States, home to over 3 million people as of 2018. Its name is of Siouan derivation from the language of the Osage denoting their related kin, the Quapaw Indians. The state's diverse geography ranges from the mountainous regions of the Ozark and the Ouachita Mountains, which make up the U.S. Interior Highlands, to the densely forested land in the south known as the Arkansas Timberlands, to the eastern lowlands along the Mississippi River and the Arkansas Delta. Arkansas is the 29th largest by area and the 33rd...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$67,762 to $108,247

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019