Wealth Advisor (Las Vegas) jobs in United States
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SteelPeak Wealth · 1 month ago

Wealth Advisor (Las Vegas)

positionLas Vegas, NV
timeFull-time
remoteHybrid
senioritySenior Level
money$75K/yr - $125K/yr
date5+ years exp

SteelPeak Wealth is a rapidly growing RIA focused on delivering exceptional client outcomes. They are seeking a Wealth Advisor who will develop long-term relationships with clients, provide personalized financial advice, and collaborate with team members to ensure comprehensive financial planning services.

Financial Services

Responsibilities

Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded
Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance
Conduct regular reviews of clients' financial portfolios and provide proactive recommendations for adjustments and improvements
Assist clients with retirement planning, estate planning, tax strategies, and insurance needs
Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice
Collaborate with other team members to deliver comprehensive financial planning services
Maintain accurate and detailed records of client interactions and financial plans

Qualification

Series 65/66/7 licenseCFP® designationFinancial planning principlesClient relationship managementInvestment strategiesBusiness developmentEntrepreneurial mindsetCommunication skillsPresentation skillsInterpersonal skills

Required

Bachelor's degree in finance, economics, accounting, business, or related field required
Active Series 65, 66, or Series 7 license required; CFP® designation strongly preferred
5+ years of experience as a licensed financial advisor or in a client-facing wealth management role
Demonstrated success in managing client relationships and growing assets under management (AUM)
Strong knowledge of financial planning principles, investment strategies, and regulatory standards
Excellent communication, presentation, and interpersonal skills
Entrepreneurial mindset with proven business development experience
Passion for empowering clients to achieve their financial goals

Preferred

CFP® designation strongly preferred

Benefits

Medical, dental, and vision insurance
401(k) with matching (eligible after one year)

Company

SteelPeak Wealth

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SteelPeak Wealth is a Los Angeles based wealth management firm that helps clients meet their financial goals and simplifies the process.
dateFounded in 2012
location
Woodland Hills, California, USA
people-size11-50 employees
web-link
http://spwm.com

Funding

Current Stage
Early Stage

Leadership Team

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Reza Zamani, AIF® CPM®, CFS®, CAS®
Founding Partner, CEO
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Ali Zamani, AIF®, CFS®, CAS®
Founding Partner & CFO
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Recent News

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$3.4B AUM RIA SteelPeak Wealth Partners With Zoe Wealth Platform for Scalable Growth
2025-01-24
Company data provided by crunchbase