Wealth Management Specialist, Sr. jobs in Nevada

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Experienced Client Services Associate 401k- Wealth Management
  • Arista Wealth Management
  • Las Vegas, NV FULL_TIME
  • Experienced Client Service Associate 401(k)- Wealth Management

    We are a locally known wealth management firm in Las Vegas seeking a Client Service Associate to join our organization.

    Do you love working with people, have an eye for detail, and enjoy working in a fast-paced environment? If so, we’d love to hear from you.

    We’re looking to hire an experienced Client Service Associate with experience and knowledge of 401(k) and cash balance plans who will provide exceptional service to existing clients, making them feel like they are our only client.

    You will serve as a resource for multiple advisors, support the director of client services and execute on operational needs in a timely manner.

    In a typical week, your duties can include:

    • managing the calendar
    • screening calls
    • scheduling/confirming appointments
    • processing and tracking paperwork
    • preparing client meeting documents
    • involved in client meetings to take notes for advisors
    • assisting multiple advisors in office
    • greeting clients
    • mailing reports
    • proofreading marketing materials for spelling/grammar
    • managing client events
    • setting up new client accounts
    • servicing existing client accounts
    • completing census forms
    • 5500 forms
    • participant meetings
    • etc.

    If you thrive on establishing and following processes but can problem solve and be flexible to get things done, this is the role for you.

    Qualifications:

    • Must have at least 3-5 years operational experience within the RIA financial services industry; (broker/dealer or registered investment advisor environment also a plus)
    • Must have financial literacy and understand the account opening process with multiple custodians
    • 2-3 years 401(k) and cash balance experience within the RIA financial services industry
    • Must be able to open accounts and maintenance
    • Ability to work independently to research and resolve client issues
    • Must be tech-savvy and proficient with Windows, Word, and Excel
    • Must understand appropriate paperwork and procedures necessary to process transactions
    • Strong organizational, analytical, communication and interpersonal skills
    • Ability to work effectively in a fast-paced and deadline-oriented environment
    • Excellent written and verbal communication skills

    Great people deserve top benefits. We offer a complete package of benefits designed to support our employees. Benefits include health insurance, 401k match, and paid time off.

    **serious inquires only, do not apply if you do not have 3-5 years of RIA financial industry experience

    Job Type: Full-time

    Pay: $65,000.00 - $75,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Experience:

    • Finance: 3 years (Required)
    • client services associate: 3 years (Required)

    Work Location: In person

  • 1 Month Ago

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Data Entry Assistant
  • Preferred Wealth Management
  • Las Vegas, NV FULL_TIME
  • We are looking for a detail-oriented Data Entry Assistant to assist in managing our client data and developing our travel products.The ideal candidate should be able to work efficiently in a fast-pace...
  • 10 Days Ago

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Wealth Management Advisor
  • Equitable
  • Las Vegas, NV OTHER,FULL_TIME
  • Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitm...
  • 2 Months Ago

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Wealth Management Advisor - Gardnerville, NV
  • U.S. Bank National Association
  • Gardnerville, NV FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 4 Days Ago

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Wealth Management Advisor - Gardnerville, NV
  • 454 U.S. Bancorp Investments, Inc.
  • Gardnerville, NV FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 10 Days Ago

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Wealth Management Advisor - Las Vegas
  • U.S. Bank National Association
  • Las Vegas, NV FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 10 Days Ago

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Financial Professional - Houston
  • New York Life Insurance Company
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Lead Data Scientist
  • Nucleix Ltd.
  • San Diego, CA
  • About Nucleix: Nucleix is a leader in the field of next-generation sequencing and its application in medical diagnostics...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • New York, NY
  • Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York ...
  • 3/28/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

Nevada is almost entirely within the Basin and Range Province, and is broken up by many north-south mountain ranges. Most of these ranges have endorheic valleys between them, which belies the image portrayed by the term Great Basin. Much of the northern part of the state is within the Great Basin, a mild desert that experiences hot temperatures in the summer and cold temperatures in the winter. Occasionally, moisture from the Arizona Monsoon will cause summer thunderstorms; Pacific storms may blanket the area with snow. The state's highest recorded temperature was 125 °F (52 °C) in Laughlin (e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$111,699 to $160,059