More jobs:
Wealth Advisor; Las Vegas
Job in
Las Vegas, Clark County, Nevada, 89105, USA
Listed on 2025-10-31
Listing for:
SteelPeak Wealth
Full Time
position Listed on 2025-10-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Base pay range
$75,000.00/yr - $/yr
Position OverviewAt 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.
- 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.
- 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).
Mid‑Senior level
Employment typeFull‑time
Job functionFinance, Consulting, and Sales
IndustriesFinancial Services and Investment Management
LocationLas Vegas, NV
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