Capstone Partners - Nevada
Financial Advisor (Experienced) - Las Vegas, NV
Capstone Partners - Nevada, Las Vegas, Nevada, us, 89105
4 weeks ago Be among the first 25 applicants
View Details about Capstone Las Vegas
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team 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 reach their financial goals. We often refer to ourselves as “a different kind 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 real difference. Company Description
View Details about Capstone Las Vegas
Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team 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 reach their financial goals. We often refer to ourselves as “a different kind 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 real difference.
Role Description
This is a full-time role for a Financial Advisor at Capstone Partners Financial and Insurance Services. As a Financial Advisor at Capstone 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 Capstone Partners. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. While the role is primarily located in our Las Vegas, NV, there is flexibility for some remote work.
Join our team of independent financial professionals dedicated to helping people achieve 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
Qualifications
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, outreach 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
Benefits
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
Compensation: $423,500 per yearSeniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance Referrals increase your chances of interviewing at Capstone Partners - Nevada by 2x Sign in to set job alerts for “Financial Advisor” roles. Las Vegas, NV $190,000.00-$220,000.00 6 days ago Las Vegas, NV $54,910.00-$67,830.00 1 week ago Las Vegas, NV $130,000.00-$190,000.00 17 hours ago Las Vegas, NV $95,000.00-$140,000.00 1 week ago Las Vegas, NV $31,550.00-$115,740.00 4 days ago College Financial Representative, Internship Program Las Vegas, NV $500.00-$1,000.00 5 days ago Financial Solutions Advisor - Las Vegas Area Las Vegas, NV $70,000.00-$80,000.00 1 week ago Financial Advisor – Experienced Professionals Las Vegas, NV $45,000.00-$100,000.00 1 week ago Financial Advisor - Las Vegas and Surrounding AreasPersonal Financial Counselor- Las Vegas, NV Las Vegas, NV $53,125.00-$84,995.00 1 month ago Credit Solutions Advisor - Springs and DurangoPersonal Financial Counselor- Las Vegas, NV Las Vegas, NV $53,125.00-$84,995.00 9 months ago Financial Solutions Advisor - Las Vegas Area North Las Vegas, NV $70,000.00-$80,000.00 1 week ago Financial Consultant Academy - January and April 2026 CohortsFinancial Solutions Advisor - Las Vegas Area Las Vegas, NV $70,000.00-$80,000.00 1 week ago Financial Solutions Advisor - Las Vegas AreaPGIM Investments - Regional Specialist, Alternatives and Direct Indexing Las Vegas, NV $98,175.00-$115,500.00 3 days ago Paradise, NV $50,000.00-$125,000.00 6 days ago Las Vegas, NV $65,000.00-$132,000.00 2 weeks ago Las Vegas, NV $59,000.00-$70,000.00 1 week ago Las Vegas, NV $200,000.00-$250,000.00 1 week ago Las Vegas, NV $50,000.00-$125,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team 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 reach their financial goals. We often refer to ourselves as “a different kind 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 real difference. Company Description
View Details about Capstone Las Vegas
Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team 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 reach their financial goals. We often refer to ourselves as “a different kind 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 real difference.
Role Description
This is a full-time role for a Financial Advisor at Capstone Partners Financial and Insurance Services. As a Financial Advisor at Capstone 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 Capstone Partners. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. While the role is primarily located in our Las Vegas, NV, there is flexibility for some remote work.
Join our team of independent financial professionals dedicated to helping people achieve 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
Qualifications
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, outreach 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
Benefits
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
Compensation: $423,500 per yearSeniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance Referrals increase your chances of interviewing at Capstone Partners - Nevada by 2x Sign in to set job alerts for “Financial Advisor” roles. Las Vegas, NV $190,000.00-$220,000.00 6 days ago Las Vegas, NV $54,910.00-$67,830.00 1 week ago Las Vegas, NV $130,000.00-$190,000.00 17 hours ago Las Vegas, NV $95,000.00-$140,000.00 1 week ago Las Vegas, NV $31,550.00-$115,740.00 4 days ago College Financial Representative, Internship Program Las Vegas, NV $500.00-$1,000.00 5 days ago Financial Solutions Advisor - Las Vegas Area Las Vegas, NV $70,000.00-$80,000.00 1 week ago Financial Advisor – Experienced Professionals Las Vegas, NV $45,000.00-$100,000.00 1 week ago Financial Advisor - Las Vegas and Surrounding AreasPersonal Financial Counselor- Las Vegas, NV Las Vegas, NV $53,125.00-$84,995.00 1 month ago Credit Solutions Advisor - Springs and DurangoPersonal Financial Counselor- Las Vegas, NV Las Vegas, NV $53,125.00-$84,995.00 9 months ago Financial Solutions Advisor - Las Vegas Area North Las Vegas, NV $70,000.00-$80,000.00 1 week ago Financial Consultant Academy - January and April 2026 CohortsFinancial Solutions Advisor - Las Vegas Area Las Vegas, NV $70,000.00-$80,000.00 1 week ago Financial Solutions Advisor - Las Vegas AreaPGIM Investments - Regional Specialist, Alternatives and Direct Indexing Las Vegas, NV $98,175.00-$115,500.00 3 days ago Paradise, NV $50,000.00-$125,000.00 6 days ago Las Vegas, NV $65,000.00-$132,000.00 2 weeks ago Las Vegas, NV $59,000.00-$70,000.00 1 week ago Las Vegas, NV $200,000.00-$250,000.00 1 week ago Las Vegas, NV $50,000.00-$125,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr