Prepare, review and present comprehensive wealth management analysis reports including retirement ... Group, Stephens Inc. employees, and/or clients. * Provide support to the department for special ...
11 Stephens Wealth Management Advisor Jobs Hiring Near You
Prepare, review and present comprehensive wealth management analysis reports including retirement ... Group, Stephens Inc. employees, and/or clients. * Provide support to the department for special ...
... Stephens is a privately held family-owned business whose mission is to become a trusted advisor to ... our clients' senior management teams. These responsibilities include: * Developing detailed ...
... Stephens is a privately held family-owned business whose mission is to become a trusted advisor to ... our clients' senior management teams. These responsibilities include: * Developing detailed ...
Dallas WHY STEPHENS Founded in 1933, Stephens is a privately held, family-owned financial services ... Advising on mergers and acquisitions, public and private debt and equity capital raising ...
Dallas WHY STEPHENS Founded in 1933, Stephens is a privately held, family-owned financial services ... Advising on mergers and acquisitions, public and private debt and equity capital raising ...
Investment Banking Associate (senior) / Vice President (junior) - Healthcare Services
Little Rock, AR · On-site
Little Rock, AR WHY STEPHENS Founded in 1933, Stephens is a privately held family-owned business ... Whether advising a founder through their first institutional transaction or managing a complex ...
Investment Banking Associate (senior) / Vice President (junior) - Healthcare Services
Little Rock, AR · On-site
Little Rock, AR WHY STEPHENS Founded in 1933, Stephens is a privately held family-owned business ... Whether advising a founder through their first institutional transaction or managing a complex ...
Internal Sales/Relationship Management Associate
Houston, TX · On-site
$38K - $47K/yr
... advisors, RIAs, and institutional investors. The ideal candidate will have 3-5 years of relevant experience within asset management or wealth management, strong capital markets knowledge, and a ...
Internal Sales/Relationship Management Associate
Houston, TX · On-site
$38K - $47K/yr
... advisors, RIAs, and institutional investors. The ideal candidate will have 3-5 years of relevant experience within asset management or wealth management, strong capital markets knowledge, and a ...
... Stephens is a privately held family-owned business whose mission is to become a trusted advisor to ... Creating Confidential Information Presentations, management presentations, marketing pitches and ...
... Stephens is a privately held family-owned business whose mission is to become a trusted advisor to ... Creating Confidential Information Presentations, management presentations, marketing pitches and ...
Investment Banking Associate / Vice President - Specialty Distribution & Business Services
Atlanta, GA · On-site
... Stephens is a privately held family-owned business whose mission is to become a trusted advisor to ... Creating Confidential Information Presentations, management presentations, marketing pitches and ...
Investment Banking Associate / Vice President - Specialty Distribution & Business Services
Atlanta, GA · On-site
... Stephens is a privately held family-owned business whose mission is to become a trusted advisor to ... Creating Confidential Information Presentations, management presentations, marketing pitches and ...
Investment Banking Associate / Vice President - Specialty Distribution & Business Services
Atlanta, GA · On-site
$90 - $120/hr
... Stephens is a privately held family‑owned business whose mission is to become a trusted advisor ... Creating Confidential Information Presentations, management presentations, marketing pitches and ...
Investment Banking Associate / Vice President - Specialty Distribution & Business Services
Atlanta, GA · On-site
$90 - $120/hr
... Stephens is a privately held family‑owned business whose mission is to become a trusted advisor ... Creating Confidential Information Presentations, management presentations, marketing pitches and ...
Investment Banking Associate (senior) / Vice President (junior) - Healthcare Services
Little Rock, AR · On-site
$100 - $180/hr
Whether advising a founder through their first institutional transaction or managing a complex ... ESSENTIAL DUTIES AND RESPONSIBILITIES As an Associate/Vice President at Stephens, you have ...
Investment Banking Associate (senior) / Vice President (junior) - Healthcare Services
Little Rock, AR · On-site
$100 - $180/hr
Whether advising a founder through their first institutional transaction or managing a complex ... ESSENTIAL DUTIES AND RESPONSIBILITIES As an Associate/Vice President at Stephens, you have ...
Manage calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance * Respond to customer requests, provide information, and resolve problems
Manage calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance * Respond to customer requests, provide information, and resolve problems
P&C Commercial - Loss Control Engineer
Little Rock, AR · On-site
$105K - $160K/yr
Develop custom solutions and advise clients on best practices in risk mitigation and safety management strategies. * Communicate with clients verbally or in writing on any safety issues and concerns.
P&C Commercial - Loss Control Engineer
Little Rock, AR · On-site
$105K - $160K/yr
Develop custom solutions and advise clients on best practices in risk mitigation and safety management strategies. * Communicate with clients verbally or in writing on any safety issues and concerns.
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Job description
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
EDUCATION AND/OR EXPERIENCE
CERTIFICATES, LICENSES, REGISTRATIONS
Required to obtain the following registrations within 12 months of employment:
REQUIRED TESTING
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
- Prepare, review and present comprehensive wealth management analysis reports including retirement planning, tax projections, education funding, insurance and estate planning analysis for Financial Consultants and their clients over the phone and in-person professionally and respectfully.
- Discuss client goals and objectives with Financial Consultant to determine which proposal, projection or analysis should be prepared, reviewed and delivered. Offer recommendations to Financial Consultants when no clear objectives are present.
- Conduct research as needed for Financial Consultants, including but not limited to, complex financial, tax and/or estate planning questions and personal finance topics.
- Educate Financial Consultants on the benefits of the Wealth Management group through individual or group meetings, including branch visits and conference calls.
- Track all open cases as well as assets and business generated from successful cases.
- Maintain current working knowledge of the industry changes and regulations of interest to Private Client Group, Stephens Inc. employees, and/or clients.
- Provide support to the department for special projects or other tasks as assigned by management.
- Proactively develop self to continuously improve knowledge, skills and credentials.
EDUCATION AND/OR EXPERIENCE
- Bachelor's degree or equivalent
- 3-5 years of related experience or training
- An equivalent combination of education, training or experience
- Broad knowledge of such fields as accounting, marketing, business administration, finance etc.
CERTIFICATES, LICENSES, REGISTRATIONS
- CPA, CFP® or similar designation required
Required to obtain the following registrations within 12 months of employment:
- SIE - Securities Industry Essentials
- Series 7 - General Securities Representative
- Series 63 - State Law Exam or Series 66 - Combined State Law
- Insurance License (Life & Health, Long Term Care)
REQUIRED TESTING
- Microsoft Excel
- PowerPoint
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.