Financial Advisor
Employment type
Full-time
Work setting
On-site
Location
Rogers, AR
Schedule
Day shift
Posted
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Job overview
The Financial Advisor role is an onsite position located in Rogers, AR. Compensation is not specified, and this role supports the wealth management team at Sowell Management. This role exists to deliver holistic financial planning and manage client relationships. The advisor contributes to the firm's success by growing AUM, implementing investment strategies, and providing high-touch service to mass-affluent and high-net-worth clients.
What you'll do
- Manage assigned books, deliver financial plans, grow relationships, implement investment strategies, and maintain regulatory expertise.
What we're looking for
- Skills & competencies
- full-timeday shiftrogers arsowell managementfinancefinancial advisoronsiteseries 65/66cfp preferredwealth management
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health insurance, 401(k) with match, professional development stipend
Why this role
Equity partnership and growth-oriented RIA environment.
About the employer
Sowell Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 6a99b448-36f6-4e13-9fe4-dc46e28fe5ce