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Financial Advisor / Consultant

Senior Wealth Advisor UHNW & Tech-Driven Planning

Job in Boulder City, Clark County, Nevada, 89005, USA
Listing for: Compound Planning, Inc.
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP, CPA, Series 65). You will partner with a technology team to innovate the product roadmap, ensuring your clients receive exceptional service.

This role offers a revenue-based compensation structure, reflecting your contributions and impact.
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Position Requirements
10+ Years work experience
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