JD's Tax-Smart Wealth Management
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. For more details, visit avantaxwealthmanagement.com/social_policy.
Role Description 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.
Qualifications
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
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Role Description 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.
Qualifications
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
#J-18808-Ljbffr