Financial Analyst (Wealth Management)

Arkansas Talent Group is working with one of Arkansas' largest Wealth Management Groups to find a Financial Analyst for their organization. This is an exciting opportunity for an ambitious Financial Analyst to join a premier wealth management firm in Little Rock, Arkansas. This role offers a unique chance to learn the intricacies of wealth management from industry veterans while working with some of Arkansas most affluent families.

As a Financial Analyst, you'll be integral part of the team, supporting seasoned advisors in managing client portfolios, preparing financial reports, and assisting with investment strategies. This role provides a solid foundation for a lucrative career in wealth management, with clear pathways for advancement.

Key Responsibilities:

• Generate and analyze comprehensive client investment reports
• Assist in portfolio management and trading activities
• Contribute to the development of tailored financial plans
• Support advisors in client meetings and follow-ups
• Manage billing processes and documentation
• Conduct comprehensive market research to track economic trends and financial developments
• Create sophisticated financial models to predict future performance and investment opportunities
• Oversee and managed the platforms for Alternative Investments
• Create meeting materials and financial plans for Advisors and clients
• Assist in coordinating annual tax documents for clients

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field
• Strong analytical skills and proficiency in Microsoft Excel
• Detail-oriented with excellent communication abilities
• Self-motivated learner with a passion for finance
• Team player who thrives in a collaborative environment
• 1-2+ years of experience in financial analysis

This is a very rare and unique opportunity for someone to join a wonderful organization with a strong recognizable brand that has 3x their business model in the last 10 years and has huge growth plans!

Client is offering generous compensation, profit sharing, great benefits and 401k match, ample PTO, normal 40-hour work life balance, and so many other perks! There are multiple opportunities for career advancement as well!

The client also offers nice offices in Little Rock, AR. This is IN OFFICE position, so all candidates must be local or willing to relocate to the area.

For more information, please apply directly or send a copy of your resume for review to Chris Chunn or Stephanie Shine at chris.chunn@arkansastalentgroup.com or stephanie.shine@arkansastalentgroup.com

Arkansas Talent Group is an Executive Permanent Placement Recruitment Firm, all considerations will be held confidential.