Wealth Advisor: Close HNW Clients with Warm Leads & Equity

Asset Preservation Wealth & Tax; United States; On-site; USD 175,000 - 650,000; Full time

Benefits offered by this job

Annual bonus

Commission structure

Flexible office locations in Henderson or Summerlin

Job summary

A financial advisory firm in the United States is looking for an experienced Wealth Advisor. This role emphasizes highly qualified leads, allowing advisors to focus on closing new business without the hassle of cold prospecting. The ideal candidate should have a strong client-facing advisory background and a proven track record in sales. Compensation includes an aggressive pay structure with potential earnings exceeding $1M annually, along with a collaborative culture and excellent support from the back office.

Qualifications

• 2+ years of client-facing advisory experience.
• Proven track record of closing business.

Responsibilities

• Inherit a pipeline of warm, pre-qualified prospects.
• Diagnose client needs and present holistic solutions.
• Close relationships with high-net-worth clients.

Skills

Client-facing advisory experience

Closing business

Tax-efficient retirement planning

Job description

A financial advisory firm in the United States is looking for an experienced Wealth Advisor. This role emphasizes highly qualified leads, allowing advisors to focus on closing new business without the hassle of cold prospecting. The ideal candidate should have a strong client-facing advisory background and a proven track record in sales. Compensation includes an aggressive pay structure with potential earnings exceeding $1M annually, along with a collaborative culture and excellent support from the back office.