Senior Financial Planner - Las Vegas, NV
Listed on 2026-10-19
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Senior Financial Advisor
Arista Wealth Management
Las Vegas, NV (On-Site)
Type:
Full-Time
5+ Years
Certification RequiredCFP
CompensationHighly competitive base with performance bonus, profit sharing, and long-term equity opportunity
IndustryRegistered Investment Advisor (RIA) / Wealth Management
Job SummarySenior 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 OverviewArista 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 DescriptionWe 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
- 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
- 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
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