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Wealth Planning Associate — ‑Net‑Worth Clients

Job in Little Rock, Pulaski County, Arkansas, 72208, USA
Listing for: Mariner
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 63000 USD Yearly USD 63000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Associate — Grow with High‑Net‑Worth Clients
A financial services firm in Little Rock is seeking an Entry Level Associate Wealth Advisor to join their team. The role involves providing comprehensive wealth management advice to high net worth clients, preparing customized financial plans, and building meaningful client relationships. Candidates should have a Bachelor’s degree in finance, with 2+ years of relevant experience and a CFP designation or Series 65.

This position offers a salary range of $63,000.00 to $, reflecting the cost of living in various US markets.
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Position Requirements
10+ Years work experience
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