Financial Planner (Spring Valley)

Certified Financial PlannerTM (CFP) – Wealth AdvisorLocation: Las Vegas, NVCompany: Arista Wealth ManagementAbout Arista Wealth ManagementArista Wealth Management is a fiduciary-focused Registered Investment Advisor (RIA) serving individuals, families, business owners, and retirement plans nationwide. Founded in 2006, the firm provides comprehensive financial planning, investment management, retirement planning, and fiduciary consulting services with a client-centered approach. (Arista Wealth Management)We are seeking an experienced and relationship-driven Certified Financial PlannerTM professional to join our growing advisory team. This role is ideal for a planner who is passionate about helping clients achieve financial confidence through comprehensive planning and long-term advisory relationships.Position SummaryThe CFP Professional / Wealth Advisor will work directly with clients to deliver holistic financial planning and investment guidance aligned with the firm's fiduciary standards. The ideal candidate combines strong technical planning expertise with excellent communication skills and a high-touch client service mindset.This role will collaborate closely with advisors, operations staff, and leadership to support client relationships, develop financial plans, and contribute to business growth.Key ResponsibilitiesFinancial Planning & Client AdvisoryDevelop and deliver comprehensive financial plans covering:Retirement planningInvestment managementTax-efficient strategiesEstate and legacy planningRisk management and insurance analysisEducation planningCash flow and budgetingConduct client discovery meetings and ongoing review meetingsAnalyze client financial data and provide actionable recommendationsMonitor client progress toward financial goals and update plans as neededEducate clients on investment strategies, retirement income planning, and wealth preservationInvestment & Portfolio SupportAssist in portfolio construction and asset allocation recommendationsReview investment performance and rebalance portfolios when appropriateCoordinate with custodians, third-party managers, and internal investment teamsMaintain compliance with fiduciary and regulatory standardsRelationship ManagementBuild and maintain strong long-term client relationshipsDeliver exceptional client service and responsivenessCollaborate with attorneys, CPAs, and other professionals to support client needsParticipate in client events, educational seminars, and networking opportunitiesBusiness DevelopmentSupport organic growth through referrals and relationship expansionParticipate in prospect meetings and onboarding processesContribute to firm initiatives that enhance the client experience and operational efficiencyQualificationsCFP certification requiredBachelor's degree in Finance, Business, Economics, or related field preferred3–7+ years of experience in financial planning or wealth managementExperience working within an RIA or fiduciary advisory environment preferredStrong knowledge of:Retirement planningInvestment strategiesTax planning conceptsEstate planning fundamentalsFinancial planning software and CRM systemsExcellent interpersonal, presentation, and communication skillsHigh attention to detail and strong organizational abilitiesAbility to manage multiple client relationships simultaneouslyPreferred QualificationsSeries 65 license (or ability to obtain)Experience with high-net-worth individuals and business ownersFamiliarity with Orion, Schwab, eMoney, MoneyGuidePro, or similar platformsAdvanced credentials such as CPA, CFA, or EA are a plusCompensation & BenefitsCompetitive base salary plus performance incentivesHealth, dental, and vision insurance401(k) with company matchPaid time off and holidaysContinuing education and professional development supportCareer growth opportunities within a growing advisory firmCollaborative and entrepreneurial team cultureWhy Join Arista Wealth Management?At Arista Wealth Management, we believe financial planning should be transparent, fiduciary-driven, and deeply personal. Our team is committed to delivering thoughtful advice that empowers clients to pursue their goals with confidence. We value collaboration, integrity, professional growth, and a client-first mindset. (Arista Wealth Management)To ApplyPlease submit your resume and a brief cover letter outlining your experience and interest in joining the Arista Wealth Management team.Please answer the following questions:Why do you want to work at Arista Wealth?What sets you apart from other candidates?How soon are you available to start?Why would I enjoy working with you?