Senior Financial Planner

Arista Wealth Management; Summerlin South (NV); On-site; USD 120,000 - 180,000; Full time

Job summary

Arista Wealth Management seeks a Senior Financial Planner to deliver comprehensive financial and retirement planning for individuals and institutions. You will meet clients, analyze data, prepare and present plans, and review portfolios in alignment with firm guidelines.

Collaboration with advisors and staff, ongoing client education, and ethical conduct are essential for success. Ideal candidates hold a CFP designation or actively pursue certification, with a strong foundation in finance,

Qualifications

• CFP designation or progress toward certification.
• Bachelor’s degree in finance, economics, accounting, business, or related field.
• Excellent analytical, communication, and presentation skills.
• Licenses such as Series 65 or ability to obtain within defined timeframe.

Responsibilities

• Meet with clients to gather and review financial information.
• Analyze financial data and prepare tailored financial plans.
• Present financial plans and recommendations to clients.
• Review investment portfolios in line with firm guidelines and client objectives.
• Collaborate with advisors and support staff.
• Educate clients and contribute to business development while maintaining high ethical standards.

Skills

Analytical skills

Communication skills

Presentation skills

Financial planning

Education

Bachelor’s degree in finance/economics/accounting/business

MBA or advanced degree beneficial

Tools

Series 65 license

Job description

Company Description

Arista Wealth Management is an investment advisory firm focused on financial planning, investment management, retirement planning, institutional services, and individual wealth solutions. The team brings over 60 years of combined experience and advanced professional credentials, offering forward-thinking strategies in wealth management and tax minimization. Arista emphasizes consistent, proactive client communication through in-person meetings, scheduled calls, newsletters, account statements, and educational events. The firm integrates principles of behavioral finance into its investment approach to help clients make informed decisions and avoid common investing pitfalls. More information is available at aristawealth.com.

Role Description

The Senior Financial Planner is a full-time, on-site role based in Summerlin South, NV. This role is responsible for providing comprehensive financial planning and retirement planning services to individual and institutional clients, including developing tailored strategies for wealth accumulation, risk management, and tax-efficient investing. Day-to-day responsibilities include meeting with clients, analyzing financial data, preparing and presenting financial plans, and reviewing investment portfolios in alignment with firm guidelines and client objectives. The Senior Financial Planner will collaborate closely with advisors and support staff, communicate regularly with clients, and stay current on market trends, regulations, and best practices in behavioral finance. The role also involves contributing to client education efforts, supporting business development initiatives, and upholding high standards of ethics and professionalism.

Qualifications

• Strong expertise in Financial Planning and Personal Financial Planning, with the ability to design and implement comprehensive strategies tailored to client goals.
• Certified Financial Planner (CFP) designation or progress toward certification, demonstrating advanced knowledge of planning standards and ethical practices.
• Solid foundation in Finance, including investment analysis, portfolio construction, and risk management.
• Proven experience in Retirement Planning, including income distribution strategies, tax-efficient withdrawals, and Social Security and pension considerations.
• Bachelor’s degree in finance, economics, accounting, business, or a related field; advanced degree (e.g., MBA) is beneficial.
• Relevant licenses and registrations as required for advisory roles (e.g., Series 65 or equivalent), or ability to obtain within a defined timeframe.
• Excellent analytical, communication, and presentation skills, with the ability to explain complex concepts clearly to clients.
• Demonstrated commitment to client service, ethical conduct, and continuous professional development in financial planning and behavioral finance.