Financial Advisor Wealth Manager

Location
Las Vegas, Nevada
Salary
Salary commensurate with experience
Posted
Aug 23, 2021
Closes
Oct 22, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Preferred

Financial Advisor Wealth Manager

We are looking for an additional experienced advisor to provide financial planning, investment planning, and related services to individuals, families, and organizations.

Wealth Management Services:

  • Serve as primary advisor and contact for new and assigned individuals, families, and organizations. Provide customized plans and services helping clients meet their near-term and long-term personal financial and investment goals, including periodic reviews and assessments of changing needs and circumstances.
  • Serve as secondary advisor and contact for assigned client relationships, helping primary advisor build investment and financial plans and ongoing review and oversight.
  • Identify and assist with onboarding prospective new clients through personal and professional contacts, and other community involvements.
  • Assist with firm’s efforts to improve financial planning, investment advising and client service processes.
  • Work with other firm advisors on assigned projects related to client service, financial planning engagements and investment management strategies

Qualifications Minimum:

  • Active Series 65 or 66
  • 5+ years of experience performing financial planning and investment planning services for clients
  • Active Series 7 license
  • Life, Health and LTC Licenses
  • Clean U-4
  • Commitment to regulatory compliance with no negative history
  • Excellent written and verbal communication skills
  • Excellent technology adaptation/experience, proficiency on smart phones, tablets as well as PC’s
  • Pleasant, upbeat interpersonal skills with clients and peers. Works well independently and in a team environment with other experienced professionals
  • Strong technical and analytical skills related to investment advising and financial planning
  • Proficient with Microsoft Office, Emoney, Money Guide Pro, Salesforce, and other financial related software applications a plus
  • Business development experience with desire to help firm grow and prosper

Qualifications Preferred:

  • Experience serving clients with moderate and more complex financial circumstances
  • Bachelor's degree or higher strongly preferred
  • Opportunity to transition existing clients over 1+ year period
  • Prefer Certified Financial Planner™ or enrolled in CFP Course

Knowledge, Skills, and Abilities

  • Business development skills
  • Excellent interpersonal & communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks and priorities simultaneously

Salary & Benefits:

  • Base salary commensurate with experience, qualifications and performance.
  • Bonus opportunity is available
  • 401(k) Plan, Health Insurance, Paid Holidays
  • Office space + flexibility

Salary Range 75k-100k

Why Work at This Company?

Awesome team, fun environment, serious about client's success!

Hiring Company Description:

Diamond Wealth Management is a long-established independent firm in the Las Vegas area with a strong team approach and a disciplined strategy for helping our clients succeed in reaching their own financial goals.

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