Wealth Management Advisor

JD's Tax‑Smart Wealth Management specializes in personalized, tax‑efficient wealth management strategies to help clients achieve their financial goals while minimizing tax burdens. The company focuses on delivering peace of mind through balanced retirement planning, wealth protection, and goal‑driven financial strategies. JD's Tax‑Smart Wealth Management offers securities through Cetera Investment Services℠ and investment advisory services through Cetera Advisory Services℠. The firm also provides insurance services through Cetera insurance agency.

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This is a full‑time hybrid role for a Wealth Management Advisor in Las Vegas, NV, with some flexibility for remote work. The Wealth Management Advisor will be responsible for providing financial and retirement planning, offering investment and wealth management services, and developing personalized financial strategies. Other responsibilities include analyzing client needs, preparing financial solutions, educating clients on tax‑smart financial strategies, and maintaining long‑term client relationships.

• Proficiency in Financial Planning, Retirement Planning, and managing Investments
• Expertise in Finance and Wealth Management Services
• Strong analytical, problem‑solving, and decision‑making skills
• Excellent interpersonal and communication abilities to build lasting client relationships
• Relevant certifications or licenses (e.g., CFP®, CFA, CPA, or Series 7/66) are highly preferred
• Proven track record of managing and growing client portfolios
• Strong ability to consistently follow‑up on leads
• No back‑off on closing prospects to work with our firm