Job Description
Join our elite financial advisory team in Henderson, NV and transform lives through strategic wealth management. We're urgently seeking passionate advisors to serve high-net-worth clients in Nevada's fastest-growing financial hub. Enjoy uncapped earning potential, comprehensive training, and a culture of excellence. Immediate openings available!
Responsibilities
- Develop personalized financial plans for 25+ high-net-worth clients
- Manage investment portfolios exceeding $50M in assets under management
- Conduct annual portfolio reviews and market trend analysis
- Drive new client acquisition through strategic networking
- Maintain FINRA Series 7/66 certifications and compliance standards
- Utilize CRM tools for client relationship management
- Collaborate with estate planning and tax professionals
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years of financial advisory experience
- Active FINRA Series 7 and 66/63/65 licenses
- Certified Financial Planner (CFP) designation preferred
- Proven track record of exceeding sales targets
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)