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Senior Financial Planner

Employer
Arista Wealth Management
Location
Las Vegas, Nevada
Salary
Up to $150,000
Closing date
Sep 17, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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SENIOR FINANCIAL PLANNER

Arista Wealth Management is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Wealth Planner to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA).

Our mission at Arista Wealth is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!

Responsibilities:

  • Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving
  • Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service
  • Act as primary point of contact for clients and their other trusted advisors
  • Lead the preparation of assigned prospect proposals and client review presentations
  • Participate in all client review meetings and present/discuss cash flow models and advanced planning topics
  • Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed
  • Assist Advanced Planning Team with cash flow modeling for clients
  • Continually build strong relationships with assigned client families
  • Comply with all industry rules and regulations along with firm policies
  • Be a team player

Requirements

  • Bachelor's degree
  • Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA
  • Series 65 or equivalent
  • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation
  • Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
  • Knowledge of fundamental estate planning tools and techniques
  • Experience delivering fundamental asset management tools and techniques
  • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences
  • Excellent time management skills and follow-through
  • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
  • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction
  • Exceptionally high emotional intelligence, personal integrity, and accountability
  • Enthusiasm and aptitude for learning
  • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality

Preferred Qualifications:

  • Experience providing advice or guidance to privately held business owners/families
  • Life and Disability Insurance license
  • Experience with Redtail, Orion, Wealthscape, EMoney, and/or other custodial accounts

Benefits

  • Full-time position / exempt status
  • Competitive salary and incentive bonus structure
  • Full benefits package including, health, dental, vision, life, disability, and 401(k)

 

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