×
Register Here to Apply for Jobs or Post Jobs. X

Senior Financial Planner - Las Vegas, NV

Job in Las Vegas, Clark County, Nevada, 89105, USA
Listing for: CFP Board of Standards Inc.
Full Time position
Listed on 2026-10-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 150000 - 230000 USD Yearly USD 150000.00 230000.00 YEAR
Job Description & How to Apply Below

Senior Financial Advisor
Arista Wealth Management
Las Vegas, NV (On-Site)

Employment

Type:
Full-Time

Experience Required

5+ Years

Certification Required

CFP

Compensation

Highly competitive base with performance bonus, profit sharing, and long-term equity opportunity

Industry

Registered Investment Advisor (RIA) / Wealth Management

Job Summary

Senior CFP advisor role at a high-growth 1.3B+ RIA for a seasoned professional seeking impact, autonomy, and long-term growth in a disciplined, client-first firm.

Company Overview

Arista Wealth Management is a growth-oriented registered investment advisor managing more than 1.3 billion in client assets for high-net-worth professionals, families, and business owners nationwide. Our culture is built on discipline, teamwork, and consistent execution. We value professionalism, accountability, and long-term thinking.

Position Description

We are seeking a Senior Financial Advisor with deep technical expertise, sound judgment, and strong interpersonal skills. This role serves as the primary advisor to a select group of high-net-worth households and plays a key leadership role within the firm. The ideal candidate thrives in a high-accountability environment and takes pride in delivering meaningful outcomes for clients.

Key Responsibilities
  • Serve as primary advisor to assigned high-net-worth client households
  • Develop and implement comprehensive financial and investment plans
  • Lead client meetings and reviews with clarity and professionalism
  • Collaborate closely with planning, investment, operations, and compliance teams
  • Identify strategies to grow, protect, and transfer client wealth efficiently
  • Mentor associate advisors and paraplanners Maintain strict adherence to fiduciary and regulatory standards
Qualifications
  • Minimum of 8 years of direct financial planning and advisory experience
  • CFP designation required
  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • Proven ability to manage complex client relationships
  • Strong written, verbal, and analytical communication skills
  • Advanced experience with financial planning software such as eMoney, Right Capital, or Orion
  • Demonstrated professionalism, sound judgment, and ethical leadership
  • Must reside in Las Vegas and work on-site
Why Join Arista
  • Highly competitive compensation structure
  • Ability to obtain equity within the firm after commitment and performance are demonstrated
  • Comprehensive benefits including medical, dental, vision, and retirement plan with firm match
  • Direct collaboration with firm leadership and executive team
  • Opportunity to grow with a high-growth, well-capitalized RIA Professional environment built on trust, accountability, and client-first values
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary