Job Description
Join our award-winning financial advisory firm in Reno and transform lives through strategic wealth management. We're seeking passionate advisors to build client relationships, deliver personalized financial plans, and grow a thriving practice in Nevada's booming financial hub.
At Wealth Management Group, you'll receive industry-leading training, cutting-edge technology, and a collaborative culture that prioritizes client success. Our Reno team enjoys competitive compensation, flexible scheduling, and opportunities for advancement in one of America's most livable cities.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Cultivate long-term client relationships through personalized consultations
- Analyze market trends and recommend suitable investment products
- Meet/exceed sales targets while maintaining fiduciary compliance
- Leverage CRM systems to manage client portfolios and documentation
- Participate in community outreach to expand client base
Qualifications
- Bachelor's degree in Finance, Business, or related field
- FINRA Series 65/66 or 7/63 licenses required
- 3+ years financial advisory experience
- Proven track record in client acquisition and retention
- Strong analytical and communication skills
- Familiarity with financial planning software (e.g., MoneyGuidePro)
- Nevada state securities registration