Arista Wealth Management · 1 day ago
Financial Advisor
Las Vegas, NV
Full-time
Onsite
Senior Level
5+ years expArista Wealth Management is a firm managing over $1.3 billion for clients nationwide. They are seeking a Financial Planner with strong technical skills and a focus on building comprehensive financial plans for clients.
AdviceFinancial ServicesRetirement
Responsibilities
Manage and support relationships for a book of high-quality client households
Build, refine, and implement comprehensive financial plans
Participate in client meetings and lead planning conversations
Coordinate with investments, operations, and compliance teams
Identify planning opportunities around tax, retirement, estate, and risk
Maintain rigorous fiduciary and regulatory standards
Contribute to continuous improvement of planning processes
Qualification
Required
~5+ years of financial planning experience (RIA preferred)
CFP® designation (or actively pursuing)
Bachelor's degree in Finance, Accounting, Economics, or related field
Strong client communication and planning judgment
Proficiency with eMoney, RightCapital, Orion, Redtail, Excel, or similar tools
High personal standards, strong work ethic, and emotional discipline
Must be based in Las Vegas and work on-site
Benefits
Health
Dental
Vision
401(k) with firm match
Company
Arista Wealth Management
Arista Wealth Management provides financial planning, investment management, retirement planning, and institutional services.
2-10 employees
Funding
Current Stage
Early StageRecent News
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