Financial Advisor - Las Vegas, NV

Capstone Partners - Nevada; Las Vegas (NV); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Competitive performance-based compensation

Complete benefits package

Personalized training and support

1-on-1 development meetings

Recognition conferences

Job summary

An innovative financial planning firm is seeking a dedicated Financial Advisor to join their Las Vegas team. In this full-time role, you will provide personalized financial planning and guidance to clients, leveraging the support and mentorship of seasoned professionals. The ideal candidate will be driven, analytical, and possess excellent communication skills, with a focus on building strong client relationships. This role offers a competitive performance-based compensation package and a comprehensive benefits plan, making it an exciting opportunity for those passionate about helping others achieve financial success. Embrace the chance to grow in a collaborative and supportive environment that prioritizes client satisfaction and professional development.

Qualifications

• Entrepreneurial mindset and strong analytical abilities are essential.
• Excellent communication and interpersonal skills are required.

Responsibilities

• Provide financial planning support and cultivate client relationships.
• Prepare financial plans and assist clients in achieving their goals.

Skills

Analytical Skills

Problem-Solving

Communication Skills

Interpersonal Skills

Client Relationship Management

Job description

View Details about Capstone Las Vegas

Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United States. We are dedicated to offering personalized attention, insights, and guidance to help our clients overcome obstacles and reach their financial goals. We often refer to ourselves as “a different kind of firm” and nowhere is that more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other and our community. Our culture internally of sharing, collaboration, and teamwork makes a real difference.

Role Description

This is a full-time role for a Financial Advisor at Capstone Partners Financial and Insurance Services. As a Financial Advisor at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources here at Capstone Partners. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. While the role is primarily located in our Las Vegas, NV, there is flexibility for some remote work.

Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.

Responsibilities

• Provide financial planning support to clients
• Support investment and risk professionals to cultivate client relationships
• Prepare financial plans and deliver
• Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking

Qualifications

• Entrepreneurial mindset
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Team-oriented, driven, and self-disciplined
• Ability to build and maintain client relationships, outreach client acquisition

Benefits

• Competitive performance-based compensation
• Complete benefits package
• Personalized and local training and support; 1-on-1 development meetings
• In-house Directors of wealth management and fee-based financial planning
• 1099/W2/transition opportunity with bonus structure and incentives and recognition conferences

Compensation: $150,000 per year

Seniority level: Entry level

Employment type: Full-time

Job function: Finance