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Open nowFirst seen 4 days ago

Paraplanner

Arkansas Talent Group41 open roles

Where
Little Rock, Arkansas, United States
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Your applicationOpen nowParaplannerArkansas Talent Group · Little Rock, Arkansas, United States
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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Arkansas Talent Group postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

Arkansas Talent Group median: 1 days open

The posting

Arkansas Talent Group is partnering with a highly respected private wealth advisory firm recognized by Forbes to find a Paraplanner in Little Rock, AR. This role offers an exciting opportunity to join a growing firm and build a long-term career in wealth management. The ideal candidate is detail-oriented, growth-minded, and passionate about financial planning, with opportunities to develop into either client-facing/advisory or operations-focused roles as the firm continues to grow.

Duties will include:

  • Build and maintain client relationships by addressing inquiries and supporting financial advisors
  • Assist in preparing financial plans
  • Facilitate fund transfers, execute trades, and process transactions efficiently
  • Organize client meetings, including scheduling, documentation, and updating Salesforce
  • Ensure accurate completion and submission of new business paperwork, including compliance and tracking
  • Address account inquiries and escalate issues to financial advisors when necessary
  • Adhere to compliance standards and maintain confidentiality
  • Provide general administrative support, including handling calls, processing expense reports, and document management

Ideal candidate will possess:

  • Bachelor's degree preferred, ideally in a finance-related discipline
  • 3+ years related experience
  • Series 7 licensed, preferred
  • Series 66 license, preferred (or Series 63 and Series 65 in lieu of Series 66)
  • Excellent analytical and problem-solving skills
  • Strong attention to detail and ability to work in a fast-paced environment
  • Exceptional written and verbal communication skills

Benefits:

  • Competitive compensation, plus uncapped bonus opportunity
  • Comprehensive health, dental, and vision insurance
  • 401(k) Safe Harbor plan and profit share
  • Paid time off (PTO)

For more information, please apply directly or contact Jennifer Thompson on LinkedIn

Arkansas Talent Group is a Permanent Placement Recruiting Firm, all considerations will be held confidential.

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