Relationship-Driven Wealth Advisor & Financial Planner

TalentLink Solutions; Las Vegas (NV); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial advisory firm in Las Vegas is seeking a Wealth Advisor to manage client relationships and provide financial planning services. You will prepare for client meetings, conduct analyses, and develop comprehensive financial plans. The ideal candidate has at least 3 years of experience, a Series 65 license, and a passion for enhancing the client experience through personal service and proactive communication. Join a supportive team dedicated to client success in a fun, positive environment.

Qualifications

• Minimum of 3 years of experience managing client relationships.
• Series 65 license required.
• Knowledge of financial services regulations is essential.

Responsibilities

• Enhance client relationships through education and service.
• Prepare for and participate in client meetings.
• Complete financial planning analyses and recommend solutions.

Skills

Excellent verbal and written communication skills

Team player

Organized and disciplined

Ability to learn quickly

Creativity in problem-solving

Education

Bachelor’s degree in finance, financial planning, or related field

Tools

Microsoft Office

Schwab systems

Job description

A financial advisory firm in Las Vegas is seeking a Wealth Advisor to manage client relationships and provide financial planning services. You will prepare for client meetings, conduct analyses, and develop comprehensive financial plans. The ideal candidate has at least 3 years of experience, a Series 65 license, and a passion for enhancing the client experience through personal service and proactive communication. Join a supportive team dedicated to client success in a fun, positive environment.