Client Onboarding Specialist – Financial Services Position Available In Pulaski, Arkansas

Client Onboarding Specialist

• Financial Services GenWealth Financial Advisors 900 South Shackleford Road, Little Rock, AR 72211 Who We Are At GenWealth Financial Advisors, we help people discover, protect, and share true financial independence.

Since 2005, we’ve served individuals and families across Arkansas with our personalized, education-focused “Ready to Retire” process. We take pride in our values of integrity, teamwork, and innovation—earning recognition as one of Arkansas Business’ Best Places to Work. When you join GenWealth, you become part of a mission-focused team committed to making financial planning clear, accessible, and life-changing. Position Overview As a Client Introduction Specialist, you will be the first point of contact for prospective clients exploring financial planning with GenWealth. Your primary responsibility will be to create a welcoming, informative, and professional first impression—gathering initial information, scheduling appointments, and ensuring a seamless handoff to our advisory team. You’ll play a key role in establishing trust, providing clarity, and guiding individuals as they begin their financial journey with us. What Winning Looks Like Timely and effective communication with clients, Client Service Specialists (CSSs), and Advisors Scheduling prospect appointments: input data into the CRM, send confirmation emails, and follow up on leads Managing and scheduling follow-up appointments Tracking and reporting the entire prospect-to-client journey Attending and overseeing live, in-person educational workshops from start to finish Enhancing the overall client service experience through proactive thinking and responsiveness Maintaining strong knowledge of industry and internal systems Skills Needed to Win Excellence

• Reliable, detail-oriented, and consistent in execution Trailblazer
• Comfortable with software and adaptable; experience with Salesforce, ClientWorks, and Microsoft Suite Balance
• Knows when to work hard and when to recharge Communication
• Strong verbal and listening skills; uses discretion and builds trust with ease Fearless
• Overcomes challenges with grit and a solution-oriented mindset Purposeful
• Understands how their work contributes to the greater mission Character
• Operates with integrity and respect; continuously self-assessing Life-Changer
• Looks for ways to support and uplift clients and colleagues Education & Experience Series 65 or 66 license required 5+ years of experience in the financial services industry High school or equivalent diploma Compensation $50,000
• 55,000 Base (commensurate with experience) + Goal driven profit-sharing PTO and Health/Wellness time Health Insurance with employer contribution, Dental and Vision also available Simple IRA match up to 3% Physical Requirements Must be able to sit, walk, reach, talk, hear, and use hands for extended periods Occasionally required to lift/move up to 20 pounds Primarily office-based with occasional outdoor work during client events Career Growth Opportunity As GenWealth grows, so do your opportunities.

Team members are encouraged to apply for new roles internally as they arise.

Job Type:

Full-time Pay:

$50,000.00

• $55,000.

00 per year

Benefits:

Health insurance Paid time off Retirement plan

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Series 65 or 66 (Required)

Work Location:

In person