Wealth Management Specialist, Sr. jobs in Las Vegas, NV

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Experienced Client Services Associate 401k- Wealth Management
  • Arista Wealth Management
  • Las Vegas, NV FULL_TIME
  • Experienced Client Service Associate 401(k)- Wealth Management

    We are a locally known wealth management firm in Las Vegas seeking a Client Service Associate to join our organization.

    Do you love working with people, have an eye for detail, and enjoy working in a fast-paced environment? If so, we’d love to hear from you.

    We’re looking to hire an experienced Client Service Associate with experience and knowledge of 401(k) and cash balance plans who will provide exceptional service to existing clients, making them feel like they are our only client.

    You will serve as a resource for multiple advisors, support the director of client services and execute on operational needs in a timely manner.

    In a typical week, your duties can include:

    • managing the calendar
    • screening calls
    • scheduling/confirming appointments
    • processing and tracking paperwork
    • preparing client meeting documents
    • involved in client meetings to take notes for advisors
    • assisting multiple advisors in office
    • greeting clients
    • mailing reports
    • proofreading marketing materials for spelling/grammar
    • managing client events
    • setting up new client accounts
    • servicing existing client accounts
    • completing census forms
    • 5500 forms
    • participant meetings
    • etc.

    If you thrive on establishing and following processes but can problem solve and be flexible to get things done, this is the role for you.

    Qualifications:

    • Must have at least 3-5 years operational experience within the RIA financial services industry; (broker/dealer or registered investment advisor environment also a plus)
    • Must have financial literacy and understand the account opening process with multiple custodians
    • 2-3 years 401(k) and cash balance experience within the RIA financial services industry
    • Must be able to open accounts and maintenance
    • Ability to work independently to research and resolve client issues
    • Must be tech-savvy and proficient with Windows, Word, and Excel
    • Must understand appropriate paperwork and procedures necessary to process transactions
    • Strong organizational, analytical, communication and interpersonal skills
    • Ability to work effectively in a fast-paced and deadline-oriented environment
    • Excellent written and verbal communication skills

    Great people deserve top benefits. We offer a complete package of benefits designed to support our employees. Benefits include health insurance, 401k match, and paid time off.

    **serious inquires only, do not apply if you do not have 3-5 years of RIA financial industry experience

    Job Type: Full-time

    Pay: $65,000.00 - $75,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Experience:

    • Finance: 3 years (Required)
    • client services associate: 3 years (Required)

    Work Location: In person

  • 1 Month Ago

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Associate Wealth Management Advisor | Finance | Insurance & Investments
  • Northwestern Mutual Wealth Management Company
  • Saint George, UT FULL_TIME
  • Associate Wealth Management Advisor | Financial Planning | Insurance & Investments | St George, UT Northwestern Mutual Wealth Management Company St George, UT 84770 (1070 S / Bluff St) Full-Time, Mond...
  • 12 Days Ago

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Data Entry Assistant
  • Preferred Wealth Management
  • Las Vegas, NV FULL_TIME
  • We are looking for a detail-oriented Data Entry Assistant to assist in managing our client data and developing our travel products.The ideal candidate should be able to work efficiently in a fast-pace...
  • 9 Days Ago

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Wealth Management Advisor
  • Equitable
  • Las Vegas, NV OTHER,FULL_TIME
  • Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitm...
  • 2 Months Ago

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Wealth Management Advisor - Las Vegas
  • U.S. Bank National Association
  • Las Vegas, NV FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 9 Days Ago

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Wealth Management Advisor - St. George, UT
  • U.S. Bank National Association
  • Saint George, UT FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 1 Month Ago

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0 Wealth Management Specialist, Sr. jobs found in Las Vegas, NV area

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Client Relationship Specialist
  • McBroom & Associates LLC
  • Las Vegas, NV
  • Job Description Job Description About this firm We are a boutique investment advisory firm (RIA), servicing a select gro...
  • 3/28/2024 12:00:00 AM

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Account Executive
  • Las Vegas Division (JTM-LV)
  • Las Vegas, NV
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Las Vegas, NV
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Account Manager
  • Advisors - Nevada (MOR-HN)
  • Las Vegas, NV
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/27/2024 12:00:00 AM

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Travel Nurse RN - Cardiac Cath Lab - $1,967 per week
  • Adventist Health
  • Las Vegas, NV
  • RNnetwork is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Las Vegas, Nevada. Job Description &...
  • 3/26/2024 12:00:00 AM

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Junior Account Manager
  • USHEALTH - Las Vegas (JTM-LV)
  • Las Vegas, NV
  • Job Description Job Description Ready to Make a Difference? Our Junior Account Managers can make a real difference in pe...
  • 3/26/2024 12:00:00 AM

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Product Marketing & Performance Analysis Manager-Electronic Table Games (Hybrid Las Vegas or Remote)
  • International Gaming Technology Inc.
  • Las Vegas, NV
  • IGT (NYSE:IGT) is a global leader in gaming. We deliver entertaining and responsible gaming experiences for players acro...
  • 3/24/2024 12:00:00 AM

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HCM Associate Solutions Consultant Remote
  • HUB International
  • Las Vegas, NV
  • Associate Solutions Consultant (Urgent Hire and Remote) ABOUT US At HUB International, we are a team of entrepreneurs. W...
  • 3/24/2024 12:00:00 AM

Las Vegas is situated within Clark County in a basin on the floor of the Mojave Desert and is surrounded by mountain ranges on all sides. Much of the landscape is rocky and arid with desert vegetation and wildlife. It can be subjected to torrential flash floods, although much has been done to mitigate the effects of flash floods through improved drainage systems. The peaks surrounding Las Vegas reach elevations of over 10,000 feet (3,000 m), and act as barriers to the strong flow of moisture from the surrounding area. The elevation is approximately 2,030 ft (620 m) above sea level. According t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$112,329 to $160,961
Las Vegas, Nevada area prices
were up 2.5% from a year ago