Private Wealth Advisor

3 months ago


Las Vegas, United States The Anderson Search Group Full time

The Anderson Search Group has been retained by a Las Vegas-based affiliate of an $80 billion financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral channels in the Las Vegas market targeting high-net worth clients and prospects. This person will have access to the commercial and corporate bank clients. NO COLD CALLING This role offers a generous base salary and uncapped incentive plan.


The Ideal Candidate Shall Possess:

  • Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
  • CFP preferred but not required
  • Proven ability to have built their own book of business to at least $60 million AUM in fee based business
  • Experience with high-net worth clients preferred
  • Experience with utilizing internal bank channels and partners preferred


The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.


  • Private Wealth Advisor

    3 months ago


    Las Vegas, United States The Anderson Search Group Full time

    The Anderson Search Group has been retained by a Las Vegas-based affiliate of an $80 billion financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral...


  • Las Vegas, Nevada, United States Trajan Wealth LLC Full time

    About Trajan Wealth LLCTrajan Wealth LLC is a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA). We are expanding our footprint into the Las Vegas area and seeking a seasoned Financial Advisor to join our team.Our ApproachWe pride ourselves on a commitment to excellence...


  • Las Vegas, Nevada, United States Trajan Wealth LLC Full time

    At Trajan Wealth LLC, we are dedicated to providing exceptional financial and estate planning services to our clients. As a seasoned Financial Advisor, you will join our team of dedicated professionals who are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.Our company,...


  • Las Vegas, Nevada, United States BankTalent HQ Full time

    Wealth Advisor Job DescriptionZions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses.Our team of experts provides personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management to...


  • Las Vegas, Nevada, United States Zions Bancorporation Full time

    Wealth Management Portfolio Manager RoleZions Bancorporation is a leading financial services company operating in western markets. We are recognized for our strong ties to local communities and excellent customer relationships.Our company offers a range of benefits, including medical, dental, and vision insurance, life and disability insurance, paid parental...


  • Las Vegas, United States City National Bank Full time

    FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific marketInteract with clients, prospects and colleagues on a regular basis...


  • Las Vegas, Nevada, United States Zions Bancorporation Full time

    Zions Bancorporation is a leading financial services company operating in western markets with a strong commitment to its employees and customers.The company is recognized for its excellent work environment and has been named one of the "Best Banks to Work For" by American Banker.We value our employees and are dedicated to providing fulfilling opportunities...


  • Las Vegas, Nevada, United States City National Bank Full time

    Senior Financial AdvisorAt City National Bank, we're seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Wealth Management group, you'll be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and driving revenue...


  • las vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a...


  • Las Vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a...


  • las vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a...

  • Financial Advisor

    1 day ago


    Las Vegas, United States Capstone Partners Financial Full time

    View Details about Capstone Las VegasCompany DescriptionCapstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United...


  • Las Vegas, Nevada, United States Capstone Partners Financial Full time

    Job OverviewCapstone Partners Financial is a leading financial planning firm based in Las Vegas, NV, dedicated to helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United States.As a Financial Advisor at Capstone...

  • Associate Attorney

    1 month ago


    Las Vegas, United States W3Global Inc Full time

    Job DescriptionJob DescriptionAbout the jobCompany DescriptionThe client is a Las Vegas, Nevada based law firm, providing advanced estate and business planning services to affluent clients on a national basis. We emphasize a "wealth design" approach in providing highly crafted legal solutions for our clients, and their trusted advisors and family...


  • Las Vegas, United States Disability Solutions Full time

    Fragrance & Beauty Advisor, Summerlin At CHANEL , we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective,...


  • Las Vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support over 470 clients and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we need a...


  • Las Vegas, United States iNtegrity+ Full time

    Job Overview:The Investment and Finance Director will oversee all aspects of portfolio management, strategic financial planning, and operational management for a Single Family Office / private investment group, based in Henderson, NV. The role requires an individual with deep experience in managing a diversified portfolio of traditional and alternative...


  • las vegas, United States iNtegrity+ Full time

    Job Overview:The Investment and Finance Director will oversee all aspects of portfolio management, strategic financial planning, and operational management for a Single Family Office / private investment group, based in Henderson, NV. The role requires an individual with deep experience in managing a diversified portfolio of traditional and alternative...


  • Las Vegas, Nevada, United States T-Mobile Full time

    Job Title: Senior Manager, Enterprise SalesJob Summary: We are seeking a highly experienced Senior Manager, Enterprise Sales to lead our Enterprise Account Team in driving revenue growth and sales performance across Fortune 1000 companies. As a trusted advisor, you will develop and implement a comprehensive strategy to leverage T-Mobile's Business products...

  • Marketing Manager

    3 weeks ago


    Las Vegas, United States TalentLink Solutions Full time

    Our firm is a $1B+ Registered Investment Advisor, specializing in financial planning for high-net-worth individuals and families. We support just over 300 households and believe in going the extra mile for our clients. We look for great people, filled with integrity and positivity, so that our client experience is exceptional. Our firm is high growth, and we...