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Financial Advisor Wealth Manager

Diamond Wealth Management
Las Vegas, Nevada
Salary commensurate with experience
Closing date
Oct 22, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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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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