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Asset Preservation Wealth & Tax · 1 day ago

Financial Advisor | Inbound Lead Flow

LV Metro Area

Full-time

Onsite

Mid, Senior Level

$120K/yr - $350K/yr

AP Wealth is a tax-integrated retirement planning firm seeking a Financial Advisor based in the Las Vegas metro area. The role involves client conversion, comprehensive planning, and delivering fiduciary investment guidance while collaborating with tax professionals.

Financial Services

Hiring Manager

Nick Ryan

Responsibilities

Client conversion: Run high-volume first/second appointments and close new relationships

Planning: Build and present comprehensive written plans (income, investments, taxes, estate)

Asset transition: Execute rollovers/transfers and coordinate clean onboarding with ops

Ongoing advice: Deliver fiduciary investment guidance and manage fee-based AUM

Tax integration: Partner with tax pros (Roth strategy, bracket management, sequencing)

Income solutions: Use principal-protection/retirement-income tools (including FIAs) as a meaningful secondary channel

Pipeline discipline: Tight CRM hygiene, follow-up cadence, and next-step control

Community education: Participate in seminars/workshops that create new client relationships

Qualification

Life Insurance LicenseSeries 65Consultative SellingIncome PlanningTax-Aware StrategyEstate CoordinationHigh IntegrityClient-First ApproachFiduciary Framework