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Finance planner jobs in Paradise, NV

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  • Financial Advisor

    Northern Trust 4.6company rating

    Finance planner job in Las Vegas, NV

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions. * The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk. * This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target. * Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust. * Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions. * Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. Qualifications: * 5+ years of securities industry and sales experience. * Must have broad based knowledge of all securities products, options expertise preferred. * Required Securities license: Series 7, 66 (or 63/65) * Professional designation preferred (CFP) * Strong sales, communication, and group presentation skills. * Individual must be goal driven and self-motivated. * Some travel may be required. * Experience with Salesforce Salary Range: $95,000 - 140,000 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $95k-140k yearly Auto-Apply 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, Nevada (Bilingual in English and Mandarin required)

    JPMC

    Finance planner job in Las Vegas, NV

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Bilingual in English and Mandarin required Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $49k-102k yearly est. Auto-Apply 13d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance planner job in Henderson, NV

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • U.S. Private Bank - Program Analyst Banker

    Jpmorgan Chase 4.8company rating

    Finance planner job in Las Vegas, NV

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. On an integrated team you will work with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. **Job Responsibilities** + Help devise customized financial strategies for existing and prospective clients + Prepare pitch books and meeting materials + Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives + Become an expert in a range of proprietary models to provide recommendations on tailored solutions + Conduct research and analysis; assist with product development and prospecting efforts + Research client inquiries and manage follow up communication and materials + As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients **Required Qualifications, Capabilities, Skills** + Bachelor's degree with a minimum overall GPA of 3.2 + No more than two years of work experience following completion of undergraduate program + Demonstrated aptitude for sales and client relationship management **Preferred Qualifications, Capabilities, Skills** + Superior multi-tasking and organizational skills + Excellent communication skills and poise giving presentations + Genuine interest in financial markets and macro-level economic trends + Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Las Vegas,NV $100,000.00 - $110,000.00 / year
    $100k-110k yearly 60d+ ago
  • Board Certified Behavior Analyst or Board Certified Assistant

    Genesis New Beginnings LLC

    Finance planner job in Las Vegas, NV

    Job DescriptionBenefits: Competitive salary Dental insurance Health insurance Paid time off We are seeking a fully remote licensed BCBA and/or BCaBA to join our team! If you are passionate about providing high-quality care and mental health solutions, we want to hear from you! Genesis New Beginnings Behavioral Health is a privately owned outpatient multi-specialty mental health group. We are dedicated to promoting the well-being of everyone. We are looking to make a difference within the community and provide accessible, quality mental health care for all. We emphasize compassion, respect, trust, and confidentiality. We are looking to create a comfortable and positive environment for patients, clinicians as well as staff! Our priority is patient care! We are looking for full-time and/or part-time fully licensed BCBA/BCaBA in the state of Nevada for our Las Vegas office. Essential Duties and Responsibilities: BCBA Conduct functional behavior assessments (FBA) and skill-based assessments to identify client needs. Develop individualized treatment plans (ITPs) and behavior intervention plans (BIPs) with measurable, data-driven goals. Implement and monitor treatment plans to ensure client progress toward skill acquisition and behavior reduction objectives. Supervise and provide clinical guidance to Registered Behavior Technicians (RBTs), behavior therapists, and support staff. Train caregivers, educators, and staff to promote generalization of skills and consistency of intervention strategies. Collect, analyze, and interpret behavior and skill acquisition data to inform treatment decisions. Document all services, progress reports, and treatment updates in accordance with funding source, organizational, and ethical guidelines. Collaborate with families, schools, healthcare providers, and interdisciplinary teams to support client success across environments. Maintain compliance with the BACB Ethics Code, ensuring the dignity, rights, and confidentiality of all clients. Stay current with research and best practices in behavior analysis to ensure effective and ethical service delivery. Provide crisis intervention, support, and de-escalation strategies when necessary. Participate in team meetings, case reviews, and ongoing professional development activities BCaBA Assist the supervising BCBA with conducting functional behavior assessments (FBAs) and skill assessments. Implement behavior intervention plans (BIPs) and individualized treatment plans (ITPs) as designed by the BCBA. Collect, monitor, and analyze data to evaluate client progress and program effectiveness. Provide direct behavior-analytic services to clients in home, school, clinic, and community settings. Train and support Registered Behavior Technicians (RBTs), paraprofessionals, and caregivers in treatment procedures. Monitor fidelity of intervention implementation and provide feedback to staff and caregivers. Prepare treatment summaries and progress notes under the direction of the supervising BCBA. Communicate regularly with families, caregivers, and interdisciplinary team members to ensure consistency of care. Uphold the BACB Ethics Code and maintain client confidentiality and professional boundaries. Participate in supervision meetings with the BCBA as required to ensure compliance with certification standards. Engage in ongoing professional development and remain current with best practices in behavior analysis. This is a remote position.
    $62k-100k yearly est. 17d ago
  • Financial Advisor - Experienced Professionals

    First Command Financial Services, Inc. 4.7company rating

    Finance planner job in Las Vegas, NV

    Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll: * Serve as a Trusted Advisor Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes. * Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. * Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. * Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities. * Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement. What Sets You Apart * A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships. * Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. * Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement. * The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives. * Military experience or affiliation is strongly preferred. Licensing & Certifications * Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license * Preferred: CFP, ChFC, or RICP designations Your Next Step If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong. Required Experience #LI-LW1 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $42k-69k yearly est. 23d ago
  • Investment Consultant - Las Vegas, NV

    Charles Schwab 4.8company rating

    Finance planner job in Las Vegas, NV

    **Your opportunity** _At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ _We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) **Preferred Qualifications:** + 2 years of experience in the financial services industry + Ability to leverage Business development experience + Passion for gaining knowledge of brokerage/banking products and services + Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $57k-101k yearly est. 23d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance planner job in Las Vegas, NV

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $39k-68k yearly est. Auto-Apply 11d ago
  • Financial Advisor

    Ntrs

    Finance planner job in Las Vegas, NV

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions. - The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk. - This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target. - Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust. - Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions. - Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. Qualifications: - 5+ years of securities industry and sales experience. - Must have broad based knowledge of all securities products, options expertise preferred. - Required Securities license: Series 7, 66 (or 63/65) - Professional designation preferred (CFP) - Strong sales, communication, and group presentation skills. - Individual must be goal driven and self-motivated. - Some travel may be required. - Experience with Salesforce Salary Range: $95,000 - 140,000 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $29k-57k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor - Las Vegas and Surrounding Areas

    Thrivent Financial 4.4company rating

    Finance planner job in Las Vegas, NV

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $29k-49k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor Consultant

    One Nevada Credit Union 4.2company rating

    Finance planner job in Las Vegas, NV

    One Nevada Credit Union is looking for a motivated Financial Advisor /Consultant to plans coordinates and perform activities related to sales of various financial services and investment products for the investments services division to the members of One Nevada Credit Union in coordination with our Broker/Dealer. Qualified applicants must possess a bachelor's degree and or a minimum of three years sales experience within the retail investment and insurance industry. Must possess NASD Series 6, 7, 63 and 65 or 66 licenses as well as state insurance licenses for life and variable products. CFPâ designation preferred. Additional details as follows: Sales 75% * Actively promotes, under the direction of the iNi Business Plan and Vice President Member Investments, products and services of investments services, both internally and externally; * Coordinates and implements strategies to meet investment account volume goals; * Coordinates with Vice President Member Investments and One Nevada Marketing department to pursue target markets to steadily build member and new member relationships, investment accounts, and assets under management, cross sells when appropriate other One Nevada products and services; * In coordination with Vice President Member Investments, motivates One Nevada sales staff to promote the features and benefits of investments services to generate optimum referrals via the numerous marketing channels available; seeks new opportunities and additional creative marketing channels not yet in use; * Assists Vice President Member Investments to promote investment services directly to SEGs through the One Nevada Focu$ program in coordination with District AVP's, seminars and other viable means; and * Coordinates and conducts periodic seminars for member and non-member education and promotion of investments products and services. Communication 15% * Counsels and assists members to determine their personal investment objectives and goals, advises them on the various available investment choices, and uses a comprehensive financial planning approach when appropriate; * Communicates via e-mail, newsletters, brochures, phone calls, seminars, etc., about products and personal financial planning services with members; * Represents One Nevada to Broker/Dealer and other related agents and vendors; * Communicates with credit union departments about investment product sales and referrals; and * Resolves related member account problems that arise. Product Management 10% * Coordinates and/or performs account set-up and on-going account maintenance functions between One Nevada and Broker/Dealer to ensure a consistent high level of service and member satisfaction related to investments services; * Coordinates periodic research on existing product lines and competing products, monitors financial condition of investment firms for ongoing viability, customer and broker support; * Assists with product and sales training for credit union staff; * Conforms to product, regulatory, legal, state of Nevada insurance and Broker/Dealer compliance; * Attends various meetings and training sessions with Broker/Dealer, related product wholesalers and vendors to ensure current and compliant product offerings; * Coordinates with Vice President Member Investments to research, recommend, develop and implement new products and product changes or conversions; and * Performs other duties that may be assigned. QUALIFICATIONS Knowledge, Skills, and Abilities * Thorough knowledge of personal investment management & financial planning techniques; * Thorough knowledge of currently available investment products and services, and associated markets; * Knowledge of Securities and Exchange Commission and NASD rules and regulations; * General and current knowledge of IRS reporting requirements related to personal investments products; * General knowledge of operations and marketing functions within a financial institution; * General knowledge of macro economics with emphasis on investment market trends; * Current Series 6, 7, 63, 65 or 66 securities licenses and ability to maintain license(s) in good standing; * Ability to become a Registered Representative of CUSO Financial Services or our affiliated Broker/Dealer; * Skill in the operation of a personal computer to include Internet/Intranet, operating system, word processing, spreadsheet, presentation, email, calendar and scheduling software and other office equipment; * Ability to obtain the CFPâ designation within 30 months of hire; * Ability to effectively apply professional sales techniques related to personal investments; * Ability to communicate effectively, both verbally and in writing; * Ability to analyze problems and opportunities, then evaluate and implement effective alternatives, solutions or approaches; * Ability to plan, implement, and evaluate the achievement of goals, objectives, and workplans; * Ability to motivate co-workers; * Ability to maintain regularly scheduled attendance; and * Ability to establish and maintain effective working relationships with other employees and members; and * Must be able to relate appropriately to other people beyond giving and receiving instructions: (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instruction, and communicating with others; and (c) respond appropriately to constructive feedback from a supervisor.
    $28k-34k yearly est. 45d ago
  • Financial Professional - Retirement Benefits Group - NV, Las Vegas (5211)

    AXA Equitable Holdings, Inc.

    Finance planner job in Las Vegas, NV

    Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights * Client Engagement: Cultivate and expand your network within established markets * Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services * Work-Life Balance: Flexible schedule to maximize productivity and personal time * Location: Working outside the office in local schools and municipalities Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
    $26k-49k yearly est. 24d ago
  • Student Finance Advisor (59798)

    International Education Corporation 4.1company rating

    Finance planner job in Las Vegas, NV

    Were Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Las Vegas campus. To Do What: You will assist the Director of Student Finance in administering financial aid programs. Who Are We: United Education Institute is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunities for growth and advancement. What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more! Some of the great work you'll do includes: Interview prospective students to determine financial aid eligibility. Review student files for completeness and accuracy for submission. Review and authorize students' Financial Aid awards. Your qualifications include: At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred. Associates degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting preferred.
    $28k-47k yearly est. 12d ago
  • Financial Solutions Advisor - Las Vegas Area

    Bank of America 4.7company rating

    Finance planner job in Henderson, NV

    Las Vegas, Nevada;Las Vegas, Nevada; Las Vegas, Nevada; Las Vegas, Nevada; Las Vegas, Nevada; Las Vegas, Nevada; North Las Vegas, Nevada; Henderson, Nevada; Las Vegas, Nevada **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **:** Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired** **Qualifications** : + Bi-lingual Spanish speaking + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $30k-46k yearly est. 46d ago
  • Financial Planning Analyst - Forecasting, Project Analysis, and Investment Planning

    Stimulus Technologies

    Finance planner job in Henderson, NV

    Employment Type: Full-time Stimulus Technologies delivers broadband, managed IT services, and VoIP to SMBs and communities across NV, CA, MO, OR, NM and beyond. We're growing fast, expanding fiber infrastructure, and preparing for significant capital initiatives. We've received large grant funding awards to support our broadband deployments. Our core values: Driven to Grow · See a Need, Fill a Need · Elevate Others · Extreme Ownership · Celebrate Success. The Opportunity We're hiring a Financial Analyst to build and manage company and project budgets, develop financial forecasts and tactical cash flow models (with a special focus on fiber builds), and produce concise, investor-ready materials. You'll partner closely with the CEO, President, CFO, and operations leaders to turn data into decisions that accelerate growth. What You'll Do Budgeting & Forecasting Own annual and quarterly company budgets; maintain rolling reforecasts. The forecasts will include projected profit and loss statements, cash flow and balance sheets. Build project-level budgets for fiber deployments (CapEx, OpEx, contingencies, labor, materials). Create scenario models and sensitivity analyses for key drivers (take-rate, ARPU, churn, build costs). Build labor planning and forecasting models. Provide support for fund raising activities and M&A assessments. Cash Flow & Project Finance Develop 13-week tactical cash flow forecasts; track liquidity, covenant headroom, and draw schedules. Model project IRR/NPV, payback, WACC assumptions, and funding mixes (debt/equity/grants). Support BEAD/other grant tracking (claims timing, match requirements) and lender reporting. Performance & Variance Analysis Build KPI dashboards and monthly budget vs. actuals with clear commentary and insights. Partner with Ops (NOC/Field/Fiber PMs) to align build schedules, milestone billing, and inventory burn to the plan. Manage key ratios and financing covenants in assessing ongoing financial health of the company (ratios include current, debt equity, cost of capital et.) Investor & Executive Materials Provide financial analysis for investor decks, teasers, and board-ready exhibits: market sizing, unit economics, cohort/take-rate, pipeline, and case studies. Package models and charts that are accurate, crisp, and decision-ready. Systems & Process Pull and reconcile data from ERP systems and other sources; improve data hygiene and reporting cadence. Create templates, SOPs, and repeatable frameworks for budgeting and project approvals. What You'll Bring 5+ years in FP&A, project finance, investment banking, corporate development, or management consulting (infrastructure/telecom/utility/construction experience is a plus). Strong modeling skills in Excel and other modeling software (3-statement models, driver-based forecasting, scenario/sensitivity tables). Experience with cash flow forecasting (weekly/13-week) and capital project budgeting. Familiarity with ERP systems and financial forecasting software and data reconciliation. Ability to translate complex analysis into clear slides and narratives for executives and investors. Comfortable partnering with operations and finance; proactive, detail-oriented, and bias to action. Strong generalist skills in understanding impacts of marketing, sales, competitive positioning and pricing and capital markets. Nice to Have Experience with fiber/telecom economics (ARPU, churn, take-rate, passings, build cost per passing). Grant or public funding exposure; lender reporting. Power BI/Tableau/Looker or SQL for self-serve dashboards. IPO-readiness or investor relations experience. Professional accounting designation and or MBA Why Stimulus Growing company with meaningful impact in underserved communities. Collaborative team; high ownership; visible work that moves the needle. Competitive salary, health insurance, 401(k) match, and PTO. Professional development support (certifications and training). Compensation: Competitive base salary + performance bonus. Interview Process Intro screen (30 min). Technical exercise: short budget/forecast and 13-week cash case plus 3-5 slides. Panel interview with Finance & Operations. Final interview with executive leadership. How to Apply Submit your resume and a cover-sheet highlighting: Your most relevant budgeting/forecasting experience, An example of a cash flow or project finance model you've built, A sample slide or anonymized chart you're proud of.
    $70k-99k yearly est. 60d+ ago
  • AML Analyst - Corporate

    MGM Resorts 4.4company rating

    Finance planner job in Las Vegas, NV

    US, Nevada The SHOW comes alive at MGM Resorts International Have you ever wondered what it would be like to work in a place full of excitement, diversity, and entertainment? Are you enthusiastic about being a team player in one of the most fascinating industries in the world? At MGM Resorts, we seek individuals like YOU to create unique and show-stopping experiences for our guests. THE JOB: The primary responsibility of the AML Analyst is to become an integral resource for the MGM Resorts community regarding adherence to the Bank Secrecy Act and Anti-Money Laundering (BSA/AML) laws and regulations. Under the direction of Compliance management, the AML Analyst conducts due diligence reviews on casino customers to identify potential Anti-Money Laundering (AML) and Source of Funds (SOF) concerns, ensuring strict adherence to the MGM Resort's policies and federal/state regulatory requirements. THE STARTING RATE: $25.76 hourly THE DAY-TO-DAY: * Perform investigations utilizing all available information and resources to assess and analyze records relating to negative news such as criminal arrests, indictments, convictions, civil litigation, regulatory actions and bankruptcies * Validate busines s ownership, property ownership, proprietary Company records, and related information to ascertain customer's Source of Funds (SOF)/Source of Wealth (SOW) * Use critical thinking skills to draw a conclusion on whether a customer's SOF/SOW is commensurate with their overall gaming activity * Evaluate any potential suspicious activity and/or money laundering risks posed by a customer and draft Suspicious Activity Report (SAR) narratives to clearly describe the investigation results to management * Conduct thorough and timely investigations and demonstrate findings to Compliance management * Establish and maintain working relationships with all levels of staff in the Compliance Department and with operational departments * Directly communicate with customers, marketing executives, operations staff, and senior management to request information to satisfy AML/BSA compliance requirements * Maintain a current knowledge of the Bank Secrecy Act and related anti-money laundering and OFAC regulations. Maintain strict confidentiality * Assists in subpoena production for the department as directed by Compliance management * Attend all scheduled training and staff meetings and conferences * Adapt quickly and effectively to procedural changes and new system implementations * Any additional job duties as deemed necessary and assigned by Compliance management THE IDEAL CANDIDATE: * High School Diploma, GED or equivalent required * 2+ years of prior relevant experience required * Experience working in similar resort/gaming environment preferred THE PERKS & BENEFITS: * Wellness incentive programs to help you stay healthy physically and mentally * Access to company hotel, food and beverage, retail, and entertainment discounts as well as discounts with company partners on things like travel, electronics, online shopping, and more * Free meals in our employee dining room * Free parking on and off shift * Health & Income Protection benefits (for eligible employees) * Professional and personal development through programs and networking opportunities as well as volunteer opportunities in the community VIEW JOB DESCRIPTION: ***************************************************************************** Are you ready to JOIN THE SHOW? Apply today!
    $25.8 hourly 4d ago
  • Financial Representative

    Western & Southern Financial Group 4.8company rating

    Finance planner job in Las Vegas, NV

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.
    $31k-42k yearly est. Auto-Apply 60d+ ago
  • Financial Planning & Analysis Analyst

    Butler Recruitment Group

    Finance planner job in Spring Valley, NV

    Pay: $100,000.00 - $115,000.00 per year Why This Is a Great Opportunity High-impact FP&A role reporting directly to the CFO with visibility to the executive team Own budgeting, forecasting, equipment ROI, and profitability analysis across live events and productions Get hands-on exposure to M&A, due diligence, and post-merger integration (rare at this level) Work in a fast-paced, creative industry where your models actually shape real-world shows, tours, and events Competitive base salary of 100,000 to 110,000 plus strong benefits (medical, dental, vision, PTO, 401k match) Location On-site role based in the Las Vegas office, Monday through Friday, with occasional travel for key projects Note You must have at least 3+ years of solid financial analysis or FP&A experience and advanced Excel skills to be considered About Our Client Our client is a rapidly growing, full-service live event production company supporting major touring acts, festivals, and high-profile corporate events. They provide end-to-end audio, lighting, video, and rigging solutions, along with design and integration services for arenas, theaters, and stadiums across the country. This is a chance to join a lean, high-performing finance team in a business where creativity and numbers intersect. Job Description Support budgeting and financial forecasting by building and maintaining data-driven financial models Prepare financial reports on event profitability, operational expenses, and cash flow projections for the executive team Track actual versus projected costs for live productions and identify key variances and cost-saving opportunities Conduct profitability analysis by event, client, and venue to inform pricing and strategic decisions Analyze rental versus purchase decisions for production equipment and advise on ROI and asset optimization Monitor equipment utilization, depreciation, and maintenance costs to improve resource allocation and returns Track and report key KPIs such as cost per event, revenue per equipment type, and labor efficiency Assist with cash flow management, financing needs, and other strategic initiatives under the CFO's direction Support M&A work, including financial due diligence, valuation modeling, projections, and integration support Collaborate closely with operations, production, and leadership to turn data into clear, actionable insights Qualifications 2+ years of experience in FP&A or financial analysis (corporate, operations, or similar) Bachelor's degree in finance, accounting, economics, or a related field Advanced Excel skills, including complex modeling, data manipulation, and presentation Experience with budgeting, forecasting, variance analysis, and management reporting Background in asset-heavy, capital-intensive, or equipment-heavy industries is a strong plus M&A or deal analysis experience is a plus but not required Comfortable working on-site, communicating with executives, and presenting data-driven recommendations Detail-oriented, highly analytical, and able to thrive in a fast-paced, evolving environment Why You'll Love Working Here Direct mentorship from an experienced CFO and exposure to strategic decisions at the highest level Unique blend of finance, operations, and M&A experience in a creative, entertainment-driven business Ability to build dashboards, tools, and processes that the company will rely on as it continues to scale Collaborative, entrepreneurial culture where good ideas are heard and implemented quickly Solid benefits, reasonable travel, and the excitement of seeing your work impact live events and major productions
    $100k-115k yearly 6d ago
  • Client Advisor (Full-time), A|X Macy's

    Armani 4.6company rating

    Finance planner job in Las Vegas, NV

    As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience. As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience. To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service. Our team mission is passionately conveying the vision of Giorgio Armani. QUALIFICATIONS & SKILLS * Preferred retail experience in a similar position * High School diploma/GED preferred * Excellent communication (verbal and written) skills and demonstrated passion for working as a team * Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred * While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset * Able to work a flexible schedule, including holidays, nights and weekends The appointed candidate will be offered a salary within the range of $18.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience.
    $54k-90k yearly est. 60d+ ago
  • Finance Contractor

    United Nissan Nv 3.9company rating

    Finance planner job in Las Vegas, NV

    United Nissan is seeking a Finance Contractor to join our award-winning team! Be a part of one of the most successful Nissan dealerships in the United States! The purpose of this position is to produce additional revenue for the dealership by selling finance and insurance programs and other approved, appropriate after-sale items to new and pre-owned vehicle customers Job Responsibilities: * Sells financing and credit life, accident, and health insurance to customers. * Provides customers with thorough explanation of aftermarket products and extended warranties. * Converts cash deals to finance. * Establishes and maintains good working relationships with several finance sources, including the manufacturer. * Processes finance and lease deals accurately and fairly through financial sources to secure approval. * Conducts business in an ethical and professional manner. * Processes all federal, state and dealer paperwork related to vehicle transaction. * Understands and complies with federal, state, and local regulations that affect the new and pre-owned vehicle and finance departments. * Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner. * Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting. * Acquires and maintains current state insurance license, completing continuing credit insurance education as needed. * Provides customers with complete explanation of manufacturer and dealership service procedures and policies. * Seeks new lending institutions to secure competitive interest rates and finance programs continually. * Manages the alternative finance source program to ensure that several sources are available. * Seeks insurance companies for insurance paper. * Maintains insurance files. * Sets up and maintains a program which will ensure 100 percent T.O. (Transfer Of Opportunity) to the F&I Departments. * Provides sales force and sales managers with current information about finance and lease programs continually. * Trains the sales staff regarding the benefits of financing, insurance and extended service programs. * Works with managers to secure a reasonable profit from every sale. * Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income. * Ensures collection of all finance and insurance fees. * Takes all credit applications. * Prepares reports on finance penetration. * Works closely with the General Sales Manager to establish sales departments goals and objectives and ensures that they are achieved. * Attends General Communication Meetings as requested. * Handles all rate quotes. * Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction. * Supervises and trains designated backup to ensure continued efficiency and profitability in the F&I manager's absence. * Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of vehicle deals. * Maintains a professional appearance. * Maintains a clean and professional work environment. Job Requirements * Automotive dealership experience required (in Sales Management or F&I ) * CDK experience preferred * Dealer track a plus. * Computer Literate * Excellent people skills * Self Starter * Must possess the ability to "close" * Bilingual and job stability is a plus.
    $54k-79k yearly est. 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in Paradise, NV?

The average finance planner in Paradise, NV earns between $23,000 and $87,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Paradise, NV

$45,000
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