Wealth Advisor/Partner

Keystone CPAs LLC; Reno (NV); On-site; USD 25,000 - 30,000; Full time

Job summary

A financial advisory firm in Nevada seeks a motivated Wealth Advisor/Partner to provide comprehensive financial planning and build client relationships. Ideal candidates will have a Series 65 or 66 license and a commitment to exceptional service. This full-time role offers a competitive compensation structure with a base salary and commission opportunities.

Qualifications

• Series 65 or 66 license is required.
• Strong communication and interpersonal skills for client interactions.
• Ability to embrace technology for competitive advantage.

Responsibilities

• Provide comprehensive financial planning, including investments and insurance services.
• Serve as a trusted advisor to clients.
• Engage in sales efforts while building strong client relationships.
• Commitment to ongoing learning and technology adoption.

Skills

Strong foundation in financial planning

Client service skills

Fiduciary responsibility

Sales skills

Entrepreneurial mindset

Education

Series 65 or 66 license

CFP certification

Life and Health Insurance License

CEPA designation

Job description

Job Title: Wealth Advisor/Partner
Location: Sparks/Reno, or Henderson/Vegas
Job Type: Full-Time

Job Description

Are you an early-career Wealth Advisor eager to learn and grow in a dynamic, client-focused environment? Keystone Wealth Advisors is seeking a dedicated and ambitious advisor who is passionate about fee-based financial planning, investments, and insurance. If you have a background in holistic financial planning and are looking for mentorship to refine your skills, this opportunity is for you.

At Keystone, we offer integrated services that include accounting, tax, wealth advisory, and business brokerage services and act as fiduciaries for our clients. This integrated service offering is made possible through a tight-knit collaboration between Keystone CPAs and Keystone Wealth Advisors. In just over two years, Keystone Wealth Advisors has achieved remarkable growth in assets, and as our firm rapidly expands, new opportunities are emerging.

We’re looking for someone who embodies our holistic approach, someone who is as dedicated to their craft as they are to delivering exceptional customer service.

Key Responsibilities

• Provide comprehensive financial planning, including investments and insurance services.
• Serve as a trusted advisor, working closely with clients to understand and meet their needs.
• Actively engage in sales efforts while focusing on building and maintaining strong client relationships.
• Commitment to learning and embracing emerging technologies to keep your practice competitive in the advisory market.

Qualifications

• Series 65 or 66 license is required; CFP certification and / or CEPA designation are a plus.
• Life and Health Insurance License.
• Strong foundation in financial planning, with a particular focus on client service and fiduciary responsibility.
• Entrepreneurial mind-set with the ability to drive your own growth within the company.

Compensation

This role offers a minimal base salary of $25-30K per year, with a fee-based and commission based structure designed to reward your hard work. We’re flexible and willing to work with you to help build your book of business. You can expect a 3-6 month transition and onboarding period before generating revenue, during which we’ll provide the support and mentorship you need to succeed.

If you’re ready to take the next step in your career, work with a rapidly growing firm, and be part of a team that values excellence, apply today and start your journey with Keystone CPA.

Keystone CPAs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Please complete the form below or send resume and cover letter to [e-mail]