Top 52 Wealth manager Jobs in Henderson, Nv

Wealth Relationship Manager SAFE ACT - Las Vegas (Lakes Branch)
Citi —Las Vegas, NV
- $78,080 - $117,120 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
Wealth Management Associate
Equitable Advisors —Las Vegas, NV
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Premier Relationship Manager
East West Bank —Las Vegas, NV
- $71,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Wealth Management Advisor - Las Vegas, NV
TIAA —Las Vegas, NV
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
14d
Financial Consultant
WealthBridge Financial Group —Henderson, NV
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
PWM Wealth Strategist
U.S. Bank National Association —Las Vegas, NV
- $126,820 - $149,200 a year
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
2026 US Private Bank Full-time Advisor Program (Full-time Associate)
JPMorganChase —Las Vegas, NV
- $150,000 - $165,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
Wealth Management Advisor- NV-Green Valley Henderson
U.S. Bank National Association —Henderson, NV
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Financial Planning Manager - Utah, Idaho, Nevada
EP Wealth Advisors, LLC —Las Vegas, NV
- $124,000 - $146,000 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
U.S. Private Bank - Private Banker - Vice President
JPMorganChase —Las Vegas, NV
- $170,000 - $225,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
Asset & Wealth Management - Renewable Energy Tax Senior Manager
PRICE WATERHOUSE COOPERS —Las Vegas, NV
- $124,000 - $335,000 a year
- 6 years
- CPA
- Analysis skills
- Profit sharing
- Paid holidays
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Las Vegas, NV
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
PWM Private Wealth Advisor
U.S. Bank National Association —Las Vegas, NV
- $111,605 - $144,430 a year
- Full-time
- Office
- 8 years
- Business development
- Paid holidays
- Disability insurance
Wealth Management Trainee (NV)
Bankers Life —Las Vegas, NV
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Manager, Industry Solutions, Investment Wealth Management
Deloitte —Las Vegas, NV
- $155,600 - $306,800 a year
- Full-time
- 6 years
- Up to 50% travel
- Salesforce
Financial Representative
HN & Associates —Las Vegas, NV
- $40,000 - $120,000 a year
- Part-time
- Hybrid work
- Background check
- Research
- Finance
- Work from home
- Flexible schedule
Quick Apply
8d
Wealth Strategist - California & Nevada
Zions Bancorporation —Las Vegas, NV
- $180,000 - $200,000 a year
- CPA
- Bachelor's degree
- Mentoring
- Profit sharing
- Paid training
Financial Advisor
First Command Financial Services, Inc. —Las Vegas, NV
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)
EP Wealth Advisors, LLC —Las Vegas, NV
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor
Northern Trust Corp. —Las Vegas, NV
- Full-time
- 5 years
- Travel
- Senior level

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wealth manager jobs near henderson, nv

Wealth Relationship Manager SAFE ACT - Las Vegas (Lakes Branch)

Citi -
Las Vegas, NV

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Job Details

Full-time
$78,080 - $117,120 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.

Responsibilities:

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.

Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered.
Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

5-8 years of experience.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to details.
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
Basic understanding of investment and financial planning strategies preferred.
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
- Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
- Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Primary Location:

Las Vegas Nevada United States

Primary Location Full Time Salary Range:

$78,080.00 - $117,120.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Apply Now

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wealth manager jobs in henderson, nv

Wealth Relationship Manager SAFE ACT - Las Vegas (Lakes Branch)

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