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Financial Advisor
Financial AdvisorBoutique Recruiting • Las Vegas, NV, United States
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Financial Advisor

Financial Advisor

Boutique Recruiting • Las Vegas, NV, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

A Las Vegas-based financial advisory group redefining retirement planning through a deeply personal, high-touch advisory experience is hiring a Financial Advisor. This role will lead client engagement, close new business, and guide families through our signature three-meeting planning process. Advisors here don't cold call or chase leads; we deliver warm, qualified prospects through seminars, referrals, and internal marketing. Your job is to build trust, connect powerfully with people, and help clients move forward with a plan built around their goals. This is the right opportunity for a driven, relationship-oriented closer who thrives in a fast-growing environment, loves face-to-face interaction, and is motivated by meaningful work and uncapped earning potential.

Financial Advisor Responsibilities :

  • Conduct in-person client meetings using our 3-step process : Dream, Create, and Live appointments.
  • Convert new leads into long-term clients through strong communication, education, and consultative sales.
  • Present customized retirement, income, annuity, and investment strategies supported by our paraplanning team.
  • Build deep relationships and deliver an exceptional client experience.
  • Work 3 - 6 appointments per day Tuesday - Thursday, with review and prep time on Monday and Friday.
  • Collaborate with internal teams, including paraplanning and service advisors.
  • Manage an expanding book of business and support ongoing client reviews.
  • Represent Bauman Advisory Group at seminars, community events, and internal client experiences.
  • Support estate, tax, and insurance planning conversations with internal experts.
  • Attend weekly advisor meetings to review goals and performance.

Financial Advisor Requirements :

  • 3 - 10+ years of financial services sales experience within an RIA or broker-dealer environment.
  • Proven ability to close business and convert leads into retained clients.
  • Series 65 required.
  • Insurance license required.
  • Highly skilled communicator with the ability to build trust and connect personally with clients.
  • Self-motivated, energetic, and disciplined with a strong ownership mentality.
  • High integrity and a client-first mindset.
  • No ego, no drama
  • Ability and willingness to work onsite, 5 days per week.
  • CFP and bachelor's degree preferred
  • Benefits :
  • OTE
  • Unlimited upside as AUM and personal production grow.
  • Leads provided
  • Generous PTO
  • Maternity leave
  • Paternity leave
  • $300 monthly medical reimbursement
  • Frequent company events, culture outings, Golden Knights season ticket access, team gatherings, and more.
  • If you're a high-integrity closer ready to join a fast-growing advisory firm with massive earning potential and a culture that feels like family, this is your chance. Apply now and help clients retire confidently! #LI-KL1

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    Financial Advisor • Las Vegas, NV, United States

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