Wealth Management Advisor - Las Vegas, NV

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. Our culture internally of sharing, collaboration, and teamwork makes a real difference. Role Description This is a full-time role for a Wealth Management Advisor at Capstone Partners Financial and Insurance Services. As a Wealth Management 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. 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 year We are an equal opportunities employer and welcome applications from all qualified candidates.

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