Entry-Level Wealth Advisor: Training & Growth

Keystone CPAs LLC; Henderson (NV); On-site; USD 24,000 - 40,000; Full time

Benefits offered by this job

One-on-one mentoring

Access to planning tools

Training and development opportunities

Job summary

A financial advisory firm in Henderson is seeking an entry-level Associate Wealth Advisor to deliver financial planning services. You will assist senior advisors, manage client relationships, and develop expertise in investment advisory. The role includes structured training and offers a base salary of $24,000–$40,000 annually, with a collaborative environment aimed at helping you grow as a trusted advisor.

Qualifications

• 0–3 years of experience in financial services or related fields.
• Series 65 or 66 license (required or must obtain shortly).
• Life & Health Insurance license (or willingness to obtain).

Responsibilities

• Assist in delivering financial planning services and cash flow analysis.
• Support senior advisors in client meetings.
• Participate in business development efforts including client outreach.

Skills

Communication skills

Client-facing role

Willingness to learn

Job description

A financial advisory firm in Henderson is seeking an entry-level Associate Wealth Advisor to deliver financial planning services. You will assist senior advisors, manage client relationships, and develop expertise in investment advisory. The role includes structured training and offers a base salary of $24,000–$40,000 annually, with a collaborative environment aimed at helping you grow as a trusted advisor.