Associate Financial Advisor

Little Rock, Arkansas
$45,000 to $75,000
Jun 08, 2020
Aug 07, 2020
Employment Type
Full Time

Join a fast growing and dynamic company in Sowell Management! Our retail division is looking for an Associate Financial Advisor, someone who can support the team by coordinating client reviews, reviewing investment strategies, performing risk assessments for clients, helping to identify insurance and annuity opportunities, and, eventually, directly serving a set of clients on their own. 

We are looking for folks who meet our company's core values, and the following:

Duties and responsibilities

  • Coordinate and prepare for client review meetings
  • Manage the Riskalyze software and ensure each client’s portfolio is being managed towards their risk score
  • Coordinate providing insurance and annuity solutions to SFA clients
  • Proactively contact clients through out the year to check in
  • Facilitate rollovers and additional new business from existing clients

Other characteristics

  • Highly organized
  • Deep "follow through" traits
  • Proactive
  • Amicable personality
  • Fiduciary mindset