Small Wealth Management — Little Rock, AR Full-time | On-site About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financia…
Little Rock, Arkansas, United States · Remote Solely
Entry level
Closing Date: Type of Position: Job Type:Vendor Work Shift: Institution Name: University of Arkansas for Medical Sciences The University of Arkansas for Medical Sciences (UAMS) has a unique combination of education, rese…
Skills: DME Billing, Medical Billing, Vendor Management, Clinical Support, Data Entry
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Little Rock, Arkansas, United States · Remote Solely
$12k–$24k/yr
Entry level
What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get al…
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Collection Specialist II assists in maintaining a financially so…
Current University of Arkansas System employees, including student employees and graduate assistants, need to log in to Workday via MyApps.Microsoft.com, then access Find Jobs from the Workday search bar to view and appl…
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Customer Service, Cash Handling, Relationship Building, Communication Skills, Problem Resolution
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Customer Service, Cash Handling, Relationship Building, Communication Skills, Problem Resolution
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptio…
Skills: Consumer lending, Data analytics, SQL, SAS, R
LOOMIS ARMORED US, INC.
CDL Armed Driver Guard
Little Rock, Arkansas, United States · On-site
$17/hr–$19/hr
Entry level
With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis pri…
Skills: CDL Class A, CDL Class B, Cash Handling, Route Management, Safety Compliance
H&R Block
Tax Associate
Little Rock, Arkansas, United States · On-site
Entry level
About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly w…
Skills: Tax preparation, Client services, Communication, Problem-solving, Customer service
H&R Block
Tax Associate
Little Rock, Arkansas, United States · On-site
Entry level
About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly w…
About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly w…
About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly w…
Skills: Tax preparation, Client services, Communication, Problem-solving, Digital tools
Priority1 strives to go beyond simply offering jobs. We foster careers by creating a great working environment for our team members. We hire talented individuals who will provide the best support and can quickly adapt to…
Skills: Payroll processing, Timekeeping, Payroll audits, Data entry, Analytical skills
To learn more about Arkansas Blue Cross and Blue Shield Hiring Policies, please click here. Job SummaryThe Accountant prepares, analyzes and reviews financial statements using accounting principles in accordance with gen…
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Senior Tax Services Specialist Who is Frost? Frost PLLC is a full-service public accounting and advisory firm committed to helping clients—and our people—thrive. We provide tax, assurance, advisory, business valuation, l…
The Assurance Group is looking to hire and train new agents with the right skill set for our National Marketing Organization. Although experienced insurance agents are welcome to apply, no experience is necessary. In fac…
Remote Insurance Representative | Customer Service & Sales | Work From Home | Weekly Pay
Little Rock, Arkansas, United States · Remote Solely
Entry level
Remote Insurance Representative / Customer Service & Sales / Work From Home / Weekly Pay Company: AO Globe Life Location: 100% Remote (United States) Job Type: Full-Time | Flexible Schedule | Training Provided Build a Ca…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$65k–$85k/yr
Full-time
bachelor degree
401(k) with contribution, Health insurance, Dental insurance, Vision insurance, Paid time off, Bonus opportunity
Posted 18h ago
~40 hrs/week
Responsibilities
The Paraplanner will support financial advisors by preparing financial plans, conducting investment research, and managing client documentation. They will also serve as a primary point of contact for client inquiries and handle operational workflows within the CRM system.
Requirements
Candidates must hold a Bachelor's degree and possess Series 7 and 66 (or 63/65) licenses. A minimum of 3 years of experience in the financial planning or wealth advisory industry is required.
Full job description
Small Wealth Management — Little Rock, AR
Full-time | On-site
About the Role
Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.
What You’ll Do
Client Service & Relationship Management
Build and maintain professional relationships with clients.
Handle account inquiries and escalate as needed.
Serve as a primary point of contact for advisor and client communications.
Paraplanning & Advisor Support
Prepare financial plans and conduct investment research.
Complete trades and transactions accurately.
Prepare agendas, reports, forms, and documentation for client meetings.
Maintain Salesforce notes and client follow-up tasks.
Operations & Workflow Management
Prepare and submit new business paperwork.
Coordinate transfers, rollovers, wires, and deposits.
Maintain documentation within CRM and workflow systems.
Administrative Support
Process expense reports and prepare client correspondence.
Scan, organize, and maintain digital files.
Support advisors with office tasks and projects.
Qualifications
Bachelor’s degree
Series 7 and 66 (or 63/65)
Excellent communication and client service skills
Strong attention to detail and organization
Proficiency with Microsoft Office Suite
Ability to multi-task in a fast-paced environment
High integrity and confidentiality
Minimum of 3 years experience in the financial planning or wealth advisory industry
Who Succeeds in This Role
Dependable, proactive, and service-minded
Detail-oriented with strong accuracy
Excellent communicator and team collaborator
Organized and able to handle multiple tasks
Motivated by helping clients achieve clarity and confidence
About Small Wealth Management
Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.
How to Apply
Submit a resume and cover letter
Small Wealth Management is an equal opportunity employer.
Salary: $65,000–$85,000 per year
Schedule: Monday–Friday, 8am–5pm
Work Location: Onsite
Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
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How many Finance & Accounting jobs are open in Little Rock, AR right now?
There are currently 365 open finance & accounting positions in Little Rock, AR listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Little Rock, AR?
Companies currently hiring include University of Arkansas System, UAMS MEDICAL CENTER, Simmons Bank, Arkansas Department of Corrections, Regions Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Little Rock, AR?
Yes — 90 of the 365 open finance & accounting positions offer remote or hybrid work (54 remote, 36 hybrid).
How do I apply for Finance & Accounting jobs in Little Rock, AR?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.