Financial Advisor

You won't be cold-calling from a list. You'll be sitting across from families who already called you — because the firm's marketing brought them in. Bauman Wealth Advisors is a holistic retirement planning firm in Las Vegas serving pre-retirees and retirees across investments, income planning, tax strategy, estate coordination, real estate, insurance, and Medicare-adjacent services. Todd and Julie Bauman built the business around one idea: retirement planning should cover everything, not just the portfolio. The firm delivers on that promise with a real team — a CIO, Director of New Business, client experience leadership, estate-planning support, and a new business processing function that keeps cases moving. They need one more advisor who can do what the rest of the team can't: sit across from a family, earn their trust in 60 minutes, and turn that trust into a long-term planning relationship. What You Walk Into A consumer-facing marketing engine that generates consultation demand — you close, not cold-call A cross-functional team handling investment implementation, new business processing, client experience, and estate coordination A holistic planning model where you advise across the full retirement picture — income, taxes, insurance, estate, and real estate — not just AUM Multiple Las Vegas metro offices (Summerlin and Henderson) Compensation Base salary plus AUM-based fees, insurance, annuity commissions, and discretionary bonus. The exact structure was discussed in confidence during the interview process. Who This Is NOT For This isn't for advisors who want to build their own investment models from scratch or run a one-person show. It's for closers who want the team, the tools, and the marketing behind them — and are ready to convert that support into families served and revenue earned. Required Active Series 65 (or equivalent). Life and Health Insurance License. 3-5+ years client-facing retirement advisory or sales experience. Demonstrated ability to close business, not just service it. Preferred CFP or in progress. Seminar, workshop, or consultation-driven sales experience. Hybrid RIA + insurance background. If this sounds like the platform you've been seeking, apply below; conversations are confidential. J-18808-Ljbffr