Senior Wealth Planner | Inbound Leads

Be among the first 25 applicants.

Asset Preservation Wealth & Tax is a leading independent firm that serves high-net-worth clients through comprehensive planning, tax, and wealth management services.

Base pay range: $/yr – $/yr.
Additional compensation includes annual bonus and commission.

You are a top‑tier Financial Advisor tasked with closing complex financial solutions for affluent clients while leveraging our robust media-generated pipeline. Your role will focus on advisory, planning, and client acquisition rather than back‑office maintenance.

• Calendar of warm appointments generated by our media presence.
• Clear partnership track with buyback program for ownership.
• $200,000 – $350,000+ in year one (Base + Uncapped Revenue Share) with proven seven‑figure outcomes.
• Operate on a $1B+ AUM independent platform with full support.
• Choose home base:
  Henderson or Summerlin/Las Vegas (In‑Office).

You will partner with in‑house tax and planning teams to deliver holistic retirement strategies (income, tax, legacy) to clients with approximately $500k–$5M in assets. You bring strong people skills, passion for financial planning, and sales acumen to drive the client journey.

• You are a Closer: You move prospects to a decision.
• You are Hungry: You view $150‑$200k of income in year one as a starting line.
• You are Disciplined: You run tight follow‑up, manage your pipeline, and treat your practice like a business.
• Not for you if: You want a 9‑to‑5 desk job, prefer backend analysis to client interaction, or are uncomfortable asking for the business.

• 2–3+ years of client‑facing advisory experience with a track record of closing business.
• Fully localized to Las Vegas/Henderson office; relocation possible for elite potential.
• Preferred:
  Experience with retirement income planning (annuities + AUM).
• Preferred:
  Comfort presenting at seminars or workshops.

Not Applicable

Full‑time

Finance, Sales, and Consulting

Investment Management, Insurance, and Investment Advice

Medical, Vision, 401(k), Paid paternity and maternity leave.