Planning-Focused Financial Planner - Las Vegas

Arista Wealth Management; Las Vegas (NV); Vor Ort; USD 110.000 - 130.000; Vollzeit

Benefits dieser Stelle

Highly competitive compensation

Performance bonus and profit sharing

Full benefits: health, dental, vision, 401(k)

Exposure to senior advisors

Growth-focused environment

Zusammenfassung

A financial management firm in Las Vegas is hiring a Financial Planner to manage relationships with high-quality clients while focusing on developing comprehensive financial plans. This role emphasizes planning over sales, making it essential for candidates to have at least 5 years of experience in financial planning and strong communication skills. The firm offers a competitive compensation package, including benefits and performance bonuses, in a professional environment focused on client-first values.

Qualifikationen

• 5+ years of financial planning experience, preferably with a Registered Investment Advisor (RIA).
• Strong proficiency in client communication and planning judgement.
• Must be based in Las Vegas and work on-site.

Aufgaben

• Manage and support relationships for high-quality client households.
• Build, refine, and implement comprehensive financial plans.
• Lead planning conversations in client meetings.

Kenntnisse

Client communication

Financial planning judgment

Emotional discipline

Ausbildung

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

eMoney

RightCapital

Orion

Redtail

Excel

Jobbeschreibung

A financial management firm in Las Vegas is hiring a Financial Planner to manage relationships with high-quality clients while focusing on developing comprehensive financial plans. This role emphasizes planning over sales, making it essential for candidates to have at least 5 years of experience in financial planning and strong communication skills. The firm offers a competitive compensation package, including benefits and performance bonuses, in a professional environment focused on client-first values.