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Wealth Advisor; Las Vegas

Job in Las Vegas, Clark County, Nevada, 89105, USA
Listing for: SteelPeak Wealth
Full Time position
Listed on 2025-10-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 USD Yearly USD 75000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor (Las Vegas)

Base pay range

$75,000.00/yr - $/yr

Position Overview

At Steel Peak Wealth, we operate with a growth mindset. As a Wealth Advisor here, you’ll be surrounded by the resources, technology, and talent of a leading RIA — so you can focus on what you do best: taking care of clients and growing assets.

Key Responsibilities
  • Develop and maintain long‑term relationships with clients, ensuring their financial needs are met and exceeded.
  • Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
  • Conduct regular reviews of clients' financial portfolios and provide proactive recommendations for adjustments and improvements.
  • Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
  • Stay informed about market trends, investment products, and regulatory changes to offer up‑to‑date advice.
  • Collaborate with other team members to deliver comprehensive financial planning services.
  • Maintain accurate and detailed records of client interactions and financial plans.
Qualifications
  • Bachelor’s degree in finance, economics, accounting, business, or related field required.
  • 5+ years of experience as a licensed financial advisor or in a client‑facing wealth management role.
  • Demonstrated success in managing client relationships and growing assets under management (AUM).
  • Strong knowledge of financial planning principles, investment strategies, and regulatory standards.
  • Excellent communication, presentation, and interpersonal skills.
  • Entrepreneurial mindset with proven business development experience.
  • Passion for empowering clients to achieve their financial goals.
Why Join Steel Peak?
  • We're one of the nation’s fastest‑growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years.
  • A collaborative, mission‑driven team environment that puts client outcomes first.
  • Access to advanced planning tools, research resources, and investment platforms.
  • Opportunities for professional growth, leadership, and career advancement.
  • The ability to make a meaningful impact in clients’ lives and in the community.
  • Total compensation includes base pay plus a bonus component based on new client growth.
  • Medical, dental, and vision insurance.
  • 401(k) with matching (eligible after one year).
Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance, Consulting, and Sales

Industries

Financial Services and Investment Management

Location

Las Vegas, NV

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