DG - Financial Advisor Assistant

Financial Advisor Assistant

Las Vegas, NV | Full-Time | $55,000–$80,000 DOE | Pet-Friendly Office

About Us

Dawn Gordon Financial Advisors is a boutique wealth management and financial planning firm located in the heart of Las Vegas. With over 35 years of industry experience and client relationships averaging more than 15 years, we provide investment management, comprehensive financial planning, and insurance services for affluent individuals and their families. We are affiliated with LPL Financial, one of the nation's largest independent broker-dealers.

Our team is growing

We are looking for someone that desires a CAREER OPPORTUNITY, and has experience in financial services in one or more of these areas:

· Wealth Management or Financial Planning office – Administrative Assistant, Client Services Associate, or Registered Client Services Associate, or similar

· Banking – a Relationship Banker or an Assistant to a Financial Advisor

· Insurance – Administrative or Client Service, particularly with Life Insurance

Our team operates with integrity, precision, and a warm, community-focused approach—including a commitment to a local cat care program in our pet-friendly office. We own our office building and take pride in offering a calm, welcoming environment.

Please note: this position is not intended to lead to a financial advisor opportunity

About You

You are a seasoned, service-oriented professional who thrives in a detail-rich, client-first environment. You are passionate about supporting financial advisors, wealth managers or life insurance agents, and enjoy being the glue that keeps the office running efficiently. You are personable, professional, resourceful, and tech-savvy—able to juggle high-level tasks while delivering warm, competent support to clients.

You bring:

· Experience working in our industry/related industries

· Comfort interacting with affluent clients and their professional partners (CPAs, attorneys)

· A calm, confident demeanor and the ability to work independently

· A mindset of ownership and pride in your work

Key Responsibilities (depending on experience level)

· Serve as the primary point of contact for client service, including phone, email, and in-person communication

· Schedule and confirm appointments, manage advisor calendars, and coordinate meetings (in-person and Zoom)

· Prepare and process paperwork including new accounts, transfers, money movement, death claims, and beneficiary changes

· Support compliance, continuing education, and licensing tracking

· Manage and maintain Redtail CRM for notes, tasks, and workflows

· Assist in investment operations through LPL ClientWorks platform

· Maintain office readiness and manage building needs and supplies

· Support quarterly reports and review preparation for client meetings

· Participate in our office's community and charitable initiatives

Qualifications

· 2+ years of client-facing experience in a comprehensive financial planning or wealth management firm, banking relationship management, or life insurance agency

· Experience working with LPL Financial and LPL ClientWorks is highly preferred

· Strong experience with Redtail CRM and Microsoft Outlook (required)

· Associate's degree or combination of college education and industry experience

· Excellent communication skills—both written and verbal

· Proficiency in document scanning, uploads, digital workflows, and general office tech

· Securities licensing (Series 6, 7, or 63) and/or Life & Health license is a plus (or willingness to obtain)

· Ability to pass a background and credit check if unlicensed

What We Offer

• Competitive salary range: $55,000–$80,000, depending on experience
• Paid time off and paid holidays
• Health insurance stipend
• Retirement plan
• Professional development support
• Pet-friendly office with a heart for animal advocacy
• Collaborative, low-drama, supportive work environment

Ready to Apply?

We're looking for someone who's ready to become an indispensable part of our high-integrity, high-touch team. If you're experienced in one of the fields listed above, and want to join a firm where you'll be valued and respected, we'd love to meet you

Job Type: Full-time

Pay: $55, $80,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan

Ability to Commute:

• Las Vegas, NV Required)

Work Location: In person