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Job Description
- Req#: PCGAS002835
- Provide Support for the Wealth Management, Product Marketing, and Product Training teams.
- Work with Financial Advisors to construct presentation materials for accounts and amounts invested that could regularly be over $1,000,000.
- Research stocks, bonds, mutual funds, etc.
- The data will be used in presentations for clients.
- Create and maintain performance reports relating to work on high level wealth management and managed money.
- Train Financial Advisors and Registered Sales Assistants on IT, Wealth Management, Reporting, Trading, and Proposal generation systems.
- Participate on the transition team to assist new hires with transitioning their business to Stephens.
- Perform other tasks as assigned by management.
- Bachelor's degree in a related field.
- 6+ months of related experience and/or training.
- Equivalent combination of education and experience.
- SIE – Securities Industry Essentials
- Series 7 – General Securities Representative within 6 months.
- Series 66 – Combined State Law within 6 months.
ESSENTIAL DUTIES AND RESPONSIBILITIES
EDUCATION AND/OR EXPERIENCE
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
#LI-DNI
About the company
Founded in 1933, Stephens is a privately-held, independent financial services firm focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with ...
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