Asset Preservation Wealth & Tax · 1 day ago
Senior Wealth Planner | High-Volume Inbound Leads
LV Metro Area
Full-time
Onsite
Mid, Senior Level
$120K/yr - $350K/yr
2+ years expAsset Preservation Wealth & Tax is seeking a top-tier Financial Advisor to join their team. The role involves providing comprehensive retirement strategies to clients while leveraging a robust marketing engine that generates warm leads.
Financial Services
Hiring Manager
Nick Ryan
Responsibilities
Partner with in-house tax and planning teams to deliver holistic retirement strategies (Income, Tax, Legacy) to clients with roughly $500k–$5M in assets
Move prospects to a decision through effective closing strategies
Manage your pipeline and follow-up diligently
Qualification
Required
Series 65 (or Series 66/CFP) active licensure
2-3+ years of client-facing advisory experience with a track record of closing business
Ability to work fully in the office (Las Vegas/Henderson). We're open to relocation for elite potential and ability
Preferred
Experience with retirement income planning (Annuities + AUM)
Comfort presenting at seminars or workshops
Benefits
Defined track to partnership
Buyback program that allows you to 'own a piece of the rock you're standing on'
Full back-office, tax, and legal support
Company
Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Stewart Willis
Partner/ Financial Advisor
Recent News
Asset Preservation Wealth and Tax
2025-08-06
GlobeNewswire News Room
2024-11-21
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