TalentLink Solutions · 4 hours ago
Wealth Advisor - Wealth Management
Las Vegas, NV
Full-time
Onsite
Mid Level
$120K/yr - $150K/yr
3+ years expTalentLink Solutions is a Wealth Management and Retirement Planning Firm with over 20 years of success, recognized as Nevada's 2nd fastest-growing Registered Investment Advisor. They are seeking a Wealth Advisor who will provide advisory services, deepen client relationships, and manage financial planning and investment recommendations.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience. Show accountability for retention
Prepare agendas for client meetings and ensure timely completion of post-meeting action items
Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team
Gather data from clients and analyze their current financial situation. Development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation
Collaborate with the support team to deliver prompt and thorough client service
Work with clients’ other professionals, such as attorneys and CPAs, to provide holistic financial solutions
Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services. Proactively seek referrals from clients to generate new business
Maintain accurate records of client interactions and information in the CRM system
Perform additional duties and special projects as required
Qualification
Required
Minimum Bachelor's degree, preferably in finance, financial planning, or a related field
Minimum of 3 years of experience managing client relationships, preferably with an independent registered investment advisor or broker-dealer
Required: CFP® designation
Required: Series 65 license
Excellent verbal and written communication skills
Superior knowledge of financial services, including industry regulations and legislative guidelines
Proficient in Microsoft Office and quick to learn new software
Familiarity with Schwab systems is ideal
Team player who prioritizes clients and the team's needs over personal interests. Willing to support colleagues when necessary
Open to feedback, driven to continuously learn, improve, and contribute to the growth of themselves and the company. Embraces new ideas and approaches
Demonstrates decisiveness and learns from mistakes
Ability to quickly identify problems and proactively find creative solutions
Display respect, loyalty, integrity, active listening and inspire trust in others
Charismatic, enjoys interacting with people, possesses a good sense of humor, and creates a positive work environment
Organized, disciplined, and skilled in time management to effectively prioritize multiple projects
Effectively communicate suggestions for improvement, engage in constructive discussions and actively seek solutions to challenges
Punctual and committed to meeting deadlines
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
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