Private Wealth Management Analyst Program | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Stephens & Williams Racing Partnership

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Students and Graduates

Private Wealth Management Analyst


The Experience

The Stephens Private Wealth Management Analyst Program is an extraordinary opportunity to learn firsthand the skill sets and work ethic it takes to have a successful career in the financial services industry. Our two year analyst program is based in Stephens’ Little Rock headquarters and offers an in-depth experience in a high performance culture for someone who is interested in becoming a financial consultant.

During this elite program you will gain extensive knowledge from industry professionals in developing effective presentation and communication skills, a detailed understanding of different investment solutions available for clients, interactive experience with retirement and estate planning specialists and evaluation of client portfolios including individual equity and bond analysis.

Upon completion of the program, associates have the opportunity, through an interview process, to be placed within Stephens Private Wealth Management as a financial consultant at one of the branch locations. The opportunity to join a team or partner with an experienced advisor is done based on placement needs and discretion of senior management.

Stephens Private Wealth Management provides clients with a range of investment services from portfolio analysis to long-term planning. As an expanding area of the firm, we are seeking future graduates with a background in business, finance and/or accounting to join our exclusive analyst program.


An Extraordinary Opportunity

  • Analyze data and develop solutions within Stephens’ platforms
  • Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports and presentations
  • Support the Wealth Planning & Strategy Team with retirement, estate and insurance planning
  • Gain experience with investment vehicles, regulatory oversight, investor education and compliance standards
  • Learn the fundamentals of client relationship development, effective communication and customized wealth management strategies
  • Become a fully registered financial consultant, upon completion of the SIE, series 7 and series 66 exams


A High Performance Culture

Additionally, candidates must have:

  • A strong academic record
  • Intuitive problem solving
  • Microsoft Excel proficiency
  • Exemplary communication skills
  • A collaborative work ethic
  • Basic understanding of financial markets and investment solutions
  • Desire to be in the financial services industry

FAQ

What does the recruiting process look like?

*The following dates are all subject to change. To receive the latest information about info sessions and applications, sign up for our distribution list below.

Applications open on the first business day of August and close towards the end of September.

Interviews begin in September. This typically consists of several virtual interviews and if selected, you will be invited to visit our home office in Little Rock where you will have the opportunity to meet in person with leadership from our Private Wealth Management department. Your home office visit is usually your last interview, but sometimes you may receive a follow-up virtual interview.

Do you only recruit from certain target schools?

When does the program start?