Financial Adviser

Hhtba Las Vegas , NV 89135

Posted 3 days ago

Fast growing, multi-disciplined financial planning firm seeks an experienced financial planner to work on existing clients and coordinate between our tax, trust, entity, portfolio and insurance teams. This is a fast paced and highly skilled firm that works with high net worth individuals in a true comprehensive fiduciary planning firm. You will be working within our main program, Emoney and maintaining out client relationships. If you want to take your career and ability to help people to the next level then see if you have what it takes.

Requirements

  • Past experience with either Emoney, Navi-Plan, MoneyguidePro or similar high net worth planning tool
  • Certification or in process of certification of any of the recognized designations such as CPA, CFA, CPA, AIMR, etc.
  • At least three years in a prior planning or advisory position
  • Ability to work at a high energy level within a team while still delivering a quality client experience
  • No criminal background
  • No bankrupcy in last 10 years
  • Series 65 and or 7/63 or in process of obtaining

Benefits

  • Highly competitive pay with incentives for performance
  • 401-K with match
  • Health Insurance
  • Paid vacation time
  • Performance based educational stipend
  • Great environment to take you career to the next level

PLEASE READ THE EXPERIENCE REQUIRED AND PLEASE DO NOT APPLY UNLESS YOU MEET THESE REQUIREMENTS. ANY APPLICATIONS SUBMITTED WITHOUT MEETING THE EXPERIENCE REQUIREMENTS WILL BE BLOCKED FROM ALL FURTHER JOB OPPORTUNITIES

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Financial Adviser

Hhtba