Client-Focused Wealth Advisor & Financial Planner

TalentLink Solutions; Henderson (NV); On-site; USD 70,000 - 100,000; Full time

Job summary

A financial services firm is seeking a Financial Advisor in Henderson, Nevada. The ideal candidate will manage client relationships, provide advisory services, and prepare detailed financial plans while ensuring an exceptional client experience. Candidates should possess a Bachelor's degree, a Series 65 license, and at least 3 years of experience in managing financial relationships. Strong communication skills and the ability to work collaboratively in a team are essential. This role offers the opportunity to grow professionally in a supportive environment.

Qualifications

• Minimum 3 years of experience managing client relationships.
• Required Series 65 license.
• Proficient in financial services regulations.

Responsibilities

• Retain and enhance client relationships through excellent service.
• Prepare agendas for client meetings and ensure follow-up.
• Complete financial planning analyses and wealth management activities.
• Collaborate with support team to deliver client service.
• Maintain accurate records of client interactions.

Skills

Excellent verbal and written communication skills

Organized and disciplined

Ability to identify problems and find solutions

Strong relationship management

Empathy and trustworthiness

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

Familiarity with Schwab systems

Job description

A financial services firm is seeking a Financial Advisor in Henderson, Nevada. The ideal candidate will manage client relationships, provide advisory services, and prepare detailed financial plans while ensuring an exceptional client experience. Candidates should possess a Bachelor's degree, a Series 65 license, and at least 3 years of experience in managing financial relationships. Strong communication skills and the ability to work collaboratively in a team are essential. This role offers the opportunity to grow professionally in a supportive environment.