Wealth Advisor
Compensation: $100,000 base + 25% of first-year advisory fees on new AUM + 10% ongoing trail + 30% of annuity commissions
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
We're hiring a Wealth Advisor on behalf of our client—a growing retirement planning and wealth management firm based in Las Vegas, NV.
Love to close but tired of cold-calling? This one's for you. The firm invests $10,000 a month in advertising to fill your calendar, so you can spend your time where you shine: in front of clients, running a proven meeting process, and bringing new relationships through the door.
Why this role?
- No prospecting. Firm-provided leads, booked right onto your calendar
- Pay that compounds —your 10% trail stays with you for as long as your clients do
- A proven four-meeting process , planning deck, and planning team behind every case
- Capacity that's never capped —client service, a Client Relations Associate, and a Servicing Advisor are added as your book grows, all firm-funded
- A chance to take over new-business production from the founder and become the engine of the firm's growth
What you'll do:
- Run Discovery, Plan, and Decision meetings on firm-sourced leads
- Build tax-aware plans covering retirement income, Roth conversions, tax sequencing, risk, and estate coordination
- Implement portfolios on internal or sub-advised models, plus annuity solutions where suitable
- Keep the CRM sharp—every meeting logged, every opportunity staged
What you bring:
- 3+ years closing retirement planning or wealth management business, with numbers you can back up
- Series 65 or 66 (or ability to obtain before start) and a Nevada life and health license (or within 60 days)
- A proven close rate on firm-provided leads —no portable book needed
- Comfort discussing Roth conversions, RMDs, IRMAA, capital gains, and Social Security timing
- A clean U5/IAPD record
- CFP® or CFP candidate and experience in a seminar, webinar, or paid-lead model is a big plus
What success looks like:
- About two new households a month at roughly $1M per relationship
- $15M in new managed assets in your first full year
- A structured 90-day ramp with shadowing, certification, and co-run meetings before you own your pipeline.
Ready to close more and prospect less? xhqgsiq Let's talk.
Wealth Advisor in las vegas at Unknown Company
This position is listed as full time and onsite.