Financial Advisor
Sowell Management · Rogers, AR · 6 mo ago
On-siteFinanceFull-time
Qualifications
- Minimum 3+ years as a Financial Advisor with proven AUM growth.
- FINRA Series 65 or 66 license.
- Experience managing individual client relationships, financial planning, and portfolio implementation.
- Proficiency with planning tools (e.g., eMoney or RightCapital) and CRM (e.g., Wealthbox).
Key Traits
- Proactive communicator with professional phone/email etiquette.
- Collaborative team player who thrives in a fast-paced RIA environment while upholding confidentiality.
Benefits
- Competitive W2 base salary + incentive opportunities tied to AUM growth and onboarding new plans.
- Comprehensive benefits package including health insurance, 401(k) with firm match, and professional development stipend.
- Enterprise tech stack: CRM, financial planning, trading platforms, and portfolio management tools.
- Collaborative, entrepreneur-minded environment with mentorship from experienced advisors and leadership.
- Commitment to work-life balance with reasonable client expectations and office hours.
- Ongoing professional development and support for continuing education and certifications.