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Paraplanner

Arkansas Talent Group · arkansastalentgroup.com
Little RockOn-siteMid level3+ yrs
Apply on Arkansas Talent Group’s site

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Subscribers got this job on 3 October 2026. New jobs reach them at 8 am and 6 pm, 5 days before they open here. Get the next one first

The job in short

Wealth management paraplanner supporting financial advisors.

SalesforceInsuranceCompliance

Details

Found
25 d ago · posted 2026-10-03
Location as listed
Little Rock, Arkansas, United States
Role
Finance (other)
Source
The company’s own careers site

Full description

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.

Finance (other) jobs in the United States · All Arkansas Talent Group jobs

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