Independent Financial Advisor: Build Your Own Practice

WestPac Wealth Partners

Las Vegas (NV)

On-site

USD 60,000 - 100,000

Full time

6 days ago
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Benefits offered by this job

Industry-leading training
Proprietary planning software
Team-work culture
Free licensing
Licensing reimbursement
Advanced Planning Team
Marketing coaches

Job summary

WestPac Wealth Partners seeks driven individuals to run their own wealth advisory practice with comprehensive support. The firm emphasizes client-focused planning, education, and community impact while operating within a nationally recognized financial services network.

It highlights robust training, proprietary planning software, and team-based coaching to help advisors grow through referrals and targeted prospecting in diverse client segments.

Qualifications

  • 4-year degree required
  • Desire to help others and maintain high integrity
  • Strong interpersonal and relationship skills
  • Interest in education and professional development
  • Goal and commitment oriented
  • SIE, Series 7 & 66 Licenses and Life/Health licenses required or pursued

Responsibilities

  • Expand a business practice through prospecting and referral-based strategies
  • Identify and cultivate new client relationships within target markets

Skills

Desire to Help Others
Integrity & Ethics
Interpersonal Skills
Education Mindset
Goal Orientation

Education

4-Year Degree

Tools

SIE/Series 7/66 Licenses

Job description

WestPac Wealth Partners seeks driven individuals to run their own wealth advisory practice with comprehensive support. The firm emphasizes client-focused planning, education, and community impact while operating within a nationally recognized financial services network.

It highlights robust training, proprietary planning software, and team-based coaching to help advisors grow through referrals and targeted prospecting in diverse client segments.

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