Private Wealth Advisor

3 weeks 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.



  • 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, 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, United States Capstone Partners Financial Full time

    Job DescriptionJob DescriptionCompany DescriptionCapstone Partners Financial is a Financial Services Firm that has over 100 financial professionals offering customized financial solutions across the Western United States, with a focus on wealth management and fiduciary advising to enhance the quality of life for individuals, families, and businesses. Role...


  • Las Vegas, United States Capstone Partners Financial Part time $30

    Job DescriptionJob DescriptionWe are seeking an Executive Assistant To The Advisor to join our team. You will provide high-level administrative support for an Executive Financial Advisor recognized by Forbes Magazine as a Best-In-State advisor the last two years and with a Fortune 500 financial firm.Responsibilities:Handle administrative needs of the...


  • Las Vegas, Nevada, United States Marsh McLennan Full time

    The Private Client Advisor Manager for the MMA PCS team, has overall responsibility for the Las Vegas team's client retention, generation of expanded revenue, cultivation and development of COI relationships, and developing active client referrals. Ensures the achievement of superior client service for the office. Directs the overall performance of Client...


  • Las Vegas, United States City National Bank Full time

    City National Bank - Financial Advisor Senior - Las Vegas, Nevada 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 market. Interact with clients, prospects, and colleagues...


  • 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 market. Interact with clients, prospects and colleagues on a regular basis...


  • 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 market. Interact with clients, prospects and colleagues on a regular...


  • 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, 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, 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 market Interact with clients, prospects and colleagues on a regular basis...


  • 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 market Interact with clients, prospects and colleagues on a regular basis...


  • 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 market Interact with clients, prospects and colleagues on a regular basis...


  • 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 New York Life - Las Vegas Full time

    Job OverviewAt New York Life, our commitment is to deliver financial stability and assurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. Our approach is rooted in both confidence and humility, ensuring we act as responsible...


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

    Job OverviewWe are looking for an Administrative Coordinator for a Financial Advisor who has been recognized by Forbes Magazine as a Best-In-State advisor for the past two years, affiliated with a Fortune 500 financial institution.Key Responsibilities:Manage the administrative tasks for the advisor and their team.Organize and maintain client files using CRM...

  • Senior Client Advisor

    3 weeks ago


    Las Vegas, Nevada, United States Marsh Full time

    Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at...


  • Las Vegas, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Las Vegas area to work plan sponsor relationships, including government, retail and private. This position will be responsible for 403(b)/457 enrollment,...


  • Las Vegas, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Las Vegas area to work plan sponsor relationships, including government, retail and private. This position will be responsible...


  • Las Vegas, United States UBS Full time

    United States - Nevada Business management, administration and support Global Wealth Management Job Reference 284461BR City Las Vegas Job Type Full Time Your role Were looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation...