Last updated: 2025-05-01

10 Wealth Management jobs in Las Vegas.

Hiring now: Trust Officer @ Umpqua Ban, Registered Client Service @ Ameriprise, Svp Relationship Mgr @ Enterprise, Assurance Mgr @ Bpm, Associate Relationship Mg @ First Amer.Explore more at jobswithgpt.com. at kaamvaam.com

🔥 Skills

business development (5) communication skills (3) compliance regulations (3) financial planning (3) portfolio management (3) relationship management (3) compliance (3) cross-selling (2) estate planning (2) wealth management (2)

📍 Locations

Las Vegas (6) Henderson (4)

Umpqua Bank

Trust Officer Henderson
Skills & Focus: Trust Officer, relationship banking, trust administration, cross-selling, trust products, communication skills, estate planning, compliance regulations, team environment, business relationships
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of Trust Officer experience, required; 5 years of experience managing moderately complex, multi-tiered trust relationships.
Salary: $78,000.00 to $140,000.00
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life and disability insuran…

Ameriprise Financial

Skills & Focus: financial planning, client service, portfolio management, investment research, trades, client meetings, administrative duties, organization, time management, teamwork
About the Company: Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management, providing financial planning and advice,…
Experience: 3 - 5 years relevant experience required.
Type: Full-time

Umpqua Bank

Skills & Focus: wealth management, business development, financial planning, client relationships, asset management, client satisfaction, compliance regulations, investment strategies, relationship management, equity and diversity
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan, employee assis…
Skills & Focus: wealth management, client relationships, banking, investments, estate planning, trust services, business development, networking, compliance, analytical skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5-10 years of experience in banking and wealth management, required
Salary: $89,000.00 to $180,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Enterprise Bank & Trust

Skills & Focus: commercial deposit, loan accounts, relationship management, financial solutions, credit assessment, business development, portfolio management, cross-selling, banking products, compliance standards
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of seven or more years of Commercial Lending experience preferred.
Benefits: annual paid volunteer time off and charitable-matching opportunities, array of benefits, professional growth opportunit…

Bpm

Skills & Focus: Assurance, Audit, Accounting, Client relationships, Analytical skills, Entrepreneurial spirit, Professional development, Caring culture, Flexible work arrangements, Well-being resources
About the Company: BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to inn…
Benefits: Flexible work arrangements, personalized benefit structures, financial compensation options, well-being resources, prof…

Umpqua Bank

Skills & Focus: trust management, investment relationships, fiduciary objectives, financial analysis, portfolio management, compliance regulations, accounting principles, team collaboration, business development, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits including healthcare cover…

Bpm

Skills & Focus: Assurance Management, Client Relationships, Audit, Accounting, Well-being resources, Flex PTO, Professional Development, Entrepreneurial Spirit, Caring Culture, Lifelong Learners
About the Company: BPM is a company where caring and community is in our DNA, striving for innovation and making a positive difference for clients, colleagues, and communities. I…
Benefits: Flexible work arrangements, personalized benefit structures, interactive wellness platform, paid family leave, tuition …

First American Financial Corporation

Skills & Focus: relationship management, trust accounts, investment management, business development, financial planning, fiduciary duties, compliance, client relations, account management, financial consulting
About the Company: First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more tha…
Experience: Minimum of 3 years of related work experience including experience with client relations, legal documents, and/or financial planning.
Salary: $75,400.00 - $100,450.00
Type: Full Time
Benefits: comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits li…

Ameriprise Financial

Skills & Focus: onboarding, project management, consulting, financial services, compliance, process improvements, communication skills, investment products, transition plan, stakeholder management
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 5-7 years of relevant experience
Salary: $74,800 - $101,000 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental, and life…