Job Description
We are urgently hiring a dynamic and client-focused Financial Advisor to join our elite team in Henderson, NV. If you are passionate about helping individuals and families achieve financial freedom and have a drive to succeed in a high-growth environment, we want to meet you.
As a Financial Advisor at Summit Wealth Management, you will play a pivotal role in shaping the financial futures of our community. We offer a comprehensive suite of benefits, including competitive commissions, mentorship programs, and a culture that values integrity and excellence.
Why Join Us?
- Unlimited Earning Potential: A competitive commission structure with uncapped income.
- Elite Training: Ongoing support from senior advisors and top-tier training resources.
- Modern Tools: Access to state-of-the-art portfolio management software and CRM systems.
Responsibilities
- Client Acquisition & Retention: Conduct comprehensive needs analyses to identify financial goals and develop tailored strategies for individuals, families, and businesses.
- Portfolio Management: Manage and monitor investment portfolios, executing trades and adjusting asset allocations based on market conditions and client risk tolerance.
- Financial Planning: Create and present detailed financial plans covering retirement, tax strategies, estate planning, and insurance needs.
- Relationship Building: Network within the Henderson community to generate new business referrals and maintain strong relationships with existing clients.
- Compliance: Ensure all advice and transactions adhere to federal and state regulations, including FINRA and state securities laws.
- Market Analysis: Stay abreast of economic trends and financial products to provide informed recommendations.
Qualifications
- Licensure: Must hold or be willing to obtain Series 7 and Series 66 (or 65) licenses immediately.
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field is preferred.
- Experience: Minimum of 1-3 years of experience in financial sales, investment advisory, or related fields is required.
- Communication: Exceptional verbal and written communication skills with the ability to simplify complex financial concepts for clients.
- Integrity: A strong commitment to ethical standards and fiduciary responsibility.
- Drive: Self-motivated, goal-oriented, and resilient in a fast-paced sales environment.