Financial Advisor (reputed company) - Las Vegas, NV
Job title: Financial Advisor (reputed company) - Las Vegas, NV in Las Vegas, NV at reputed company Partners Financial
Company: reputed company Partners Financial
Job description: Company Descriptionreputed company Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients reputed company financial stability and prepare for life's milestones. reputed company of over 250 financial professionals provides customized financial solutions to clients across the Western United States. We are dedicated to offering personalized attention, insights, and guidance to help our clients overcome obstacles and reputed company their financial goals. We often refer to ourselves as “a different reputed company of firm” and nowhere is that more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other and our community. Our culture internally of sharing, collaboration, and teamwork makes a reputed company difference.Role DescriptionThis is a full-time role for a Financial Advisor at reputed company Partners Financial and Insurance Services. As a Financial Advisor at reputed company Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources here at reputed company Partners. You will work closely with clients to understand their financial goals and reputed company tailored strategies to help them reputed company financial reputed company. While the role is primarily located in our Las Vegas, NV, there is flexibility for some remote work.Join reputed company of independent financial professionals dedicated to helping people reputed company their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.Responsibilities
- Provide financial planning support to clients
- Support investment and risk professionals to cultivate client relationships
- Prepare financial plans and deliver
- Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Wealth Management Services expertise
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Team-oriented, driven, and self-disciplined
- Ability to build and maintain client relationships, reputed company client acquisition
- Knowledge of financial regulations and industry trends
- Certifications such as Series 7, Series 6, 63, 65, 66, SIE, Life, Accident, CFP, CFA, or CPA are a plus
- Bachelor's degree or higher
- Competitive performance-based compensation
- Complete benefits package
- Personalized and local training and support; 1-on-1 development meetings
- In-house Directors of wealth management and fee-based financial planning
- 1099/W2/transition opportunity with bonus structure and incentives and recognition conferences