Wealth Advisor
$100kTHE WELL
Wealth Advisor
Compensation: $100,000 base + 25% of first-year advisory fees on new AUM + 10% ongoing trail + 30% of annuity commissions
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
We're hiring a Wealth Advisor on behalf of our client—a growing retirement planning and wealth management firm based in Las Vegas, NV.
Love to close but tired of cold-calling? This one's for you. The firm invests $10,000 a month in advertising to fill your calendar, so you can spend your time where you shine: in front of clients, running a proven meeting process, and bringing new relationships through the door.
Why this role?
No prospecting. Firm-provided leads, booked right onto your calendar
Pay that compounds —your 10% trail stays with you for as long as your clients do
- A proven
Capacity that's never capped —client service, a Client Relations Associate, and a Servicing Advisor are added as your book grows, all firm-funded
- A chance to take over new-business production from the founder and become the
What you'll do:
- Run
- Build tax-aware plans covering
- Implement portfolios on internal or sub-advised models, plus
- Keep the CRM sharp—every meeting logged, every opportunity staged
What you bring:
3+ years closing retirement planning or wealth management business, with numbers you can back up
Series 65 or 66 (or ability to obtain before start) and a Nevada life and health license (or within 60 days)
- A proven close rate on
- Comfort discussing
- A clean U5/IAPD record
CFP or CFP candidate and experience in a seminar, webinar, or paid-lead model is a big plus
What success looks like:
- About
$15M in new managed assets in your first full year
- A structured
Ready to close more and prospect less? xhyhwjd Let's talk.
Vacancy posted 19 hours ago
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