Wealth Management Advisor - Las Vegas, NV

Capstone Partners - Nevada; Las Vegas (NV); Hybrid; USD 424,000; Full time

Job summary

Capstone Partners - Nevada is seeking a Wealth Management Advisor to provide customized financial planning solutions in Las Vegas. The role involves collaborating with clients to achieve financial goals, supported by a strong team. Candidates should be analytical and possess excellent communication skills, with opportunities for flexible remote work.

Benefits

Competitive performance-based compensation

Complete benefits package

Personalized training and support

Qualifications

• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Team-oriented, driven, and self-disciplined.

Responsibilities

• Provide financial planning support to clients.
• Prepare financial plans and deliver.
• Build a clientele with internal resources.

Skills

Financial Planning

Retirement Planning

Analytical Skills

Problem-Solving

Communication

Interpersonal Skills

Education

Bachelor's degree or higher

Job description

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View Details about Capstone Las Vegas

Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United States. We are dedicated to offering personalized attention, insights, and guidance to help our clients overcome obstacles and reach their financial goals. We often refer to ourselves as “a different kind of firm” and nowhere is that more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other and our community. Our culture internally of sharing, collaboration, and teamwork makes a real difference.

Company Description

View Details about Capstone Las Vegas

Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United States. We are dedicated to offering personalized attention, insights, and guidance to help our clients overcome obstacles and reach their financial goals. We often refer to ourselves as “a different kind of firm” and nowhere is that more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other and our community. Our culture internally of sharing, collaboration, and teamwork makes a real difference.

Role Description

This is a full-time role for a Wealth Management Advisor at Capstone Partners Financial and Insurance Services. As a Wealth Management Advisor at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources here at Capstone Partners. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. While the role is primarily located in our Las Vegas, NV, there is flexibility for some remote work.

Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.

Responsibilities

• Provide financial planning support to clients
• Support investment and risk professionals to cultivate client relationships
• Prepare financial plans and deliver
• Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking
  
  

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Wealth Management Services expertise
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Team-oriented, driven, and self-disciplined
• Ability to build and maintain client relationships, outreach client acquisition
• Knowledge of financial regulations and industry trends
• Certifications such as Series 7, Series 6, 63, 65, 66, SIE, Life, Accident, CFP, CFA, or CPA are a plus
• Bachelor's degree or higher
  
  

Benefits

• Competitive performance-based compensation
• Complete benefits package
• Personalized and local training and support; 1-on-1 development meetings
• In-house Directors of wealth management and fee-based financial planning
• 1099/W2/transition opportunity with bonus structure and incentives and recognition conferences
  
  

Compensation: $423,500 per year

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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