Reno, NV · On-site
$36K - $60K/yr
Description Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA Sparks / Reno, NV Henderson / Las Vegas, NV About Keystone Wealth ...
Reno, NV · On-site
$36K - $60K/yr
Description Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA Sparks / Reno, NV Henderson / Las Vegas, NV About Keystone Wealth ...
Reno, NV · On-site
$36K - $60K/yr
Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA * Sparks / Reno, NV * Henderson / Las Vegas, NV About Keystone Wealth Advisors ...
Quick apply
Reno, NV · On-site
$36K - $60K/yr
Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA * Sparks / Reno, NV * Henderson / Las Vegas, NV About Keystone Wealth Advisors ...
Reno, NV · On-site
$36K - $60K/yr
Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA • Sparks / Reno, NV • Henderson / Las Vegas, NV About Keystone Wealth Advisors ...
Reno, NV · On-site
$36K - $60K/yr
Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA • Sparks / Reno, NV • Henderson / Las Vegas, NV About Keystone Wealth Advisors ...
This executive will serve as the designated Chief Compliance Officer of the adviser, overseeing Keystone's Regulation D private funds and 1940 Act products and will partner closely with executive ...
This executive will serve as the designated Chief Compliance Officer of the adviser, overseeing Keystone's Regulation D private funds and 1940 Act products and will partner closely with executive ...
This executive will serve as the designated Chief Compliance Officer of the adviser, overseeing Keystone's Regulation D private funds and 1940 Act products and will partner closely with executive ...
This executive will serve as the designated Chief Compliance Officer of the adviser, overseeing Keystone's Regulation D private funds and 1940 Act products and will partner closely with executive ...
Salt Lake City, UT · On-site
$200 - $250/hr
This executive will serve as the designated Chief Compliance Officer of the adviser, overseeing Keystone's Regulation D private funds and 1940 Act products and will partner closely with executive ...
Salt Lake City, UT · On-site
$200 - $250/hr
This executive will serve as the designated Chief Compliance Officer of the adviser, overseeing Keystone's Regulation D private funds and 1940 Act products and will partner closely with executive ...
Boston, MA · On-site
$300 - $450/hr
Advise the CEO, leadership team, and Board on legal, governance, and risk matters * Build and lead Keystone's legal function, creating scalable systems that support growth * Oversee key commercial ...
Boston, MA · On-site
$300 - $450/hr
Advise the CEO, leadership team, and Board on legal, governance, and risk matters * Build and lead Keystone's legal function, creating scalable systems that support growth * Oversee key commercial ...
Boston, MA · On-site
$300K - $450K/yr
Advise the CEO, leadership team, and Board on legal, governance, and risk matters * Build and lead Keystone's legal function, creating scalable systems that support growth * Oversee key commercial ...
Boston, MA · On-site
$300K - $450K/yr
Advise the CEO, leadership team, and Board on legal, governance, and risk matters * Build and lead Keystone's legal function, creating scalable systems that support growth * Oversee key commercial ...
New Home Advisor - based in Greenville, SC Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing earning ...
New Home Advisor - based in Greenville, SC Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing earning ...
New Home Advisor - based in the Lehigh County, PA area Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing ...
New Home Advisor - based in the Lehigh County, PA area Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing ...
PA · On-site
New Home Advisor - based in Chester County, PA Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing earning ...
PA · On-site
New Home Advisor - based in Chester County, PA Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing earning ...
New Home Advisor - based in Montgomery County, PA Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing ...
New Home Advisor - based in Montgomery County, PA Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing ...
New Home Advisor - based in Lancaster County, PA Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing ...
New Home Advisor - based in Lancaster County, PA Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing ...
New Home Advisor - based in Harford County, MD Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing earning ...
New Home Advisor - based in Harford County, MD Keystone Custom Homes is looking for positive, motivated and dynamic folks who wish to train to be sales professionals ready for a life-changing earning ...
$150K - $300K/yr
Our platform brings together Keystone CPAs, Keystone Business Brokers, and Keystone Wealth Advisors. This allows us to support owners throughout the business lifecycle - from accounting, tax ...
$150K - $300K/yr
Our platform brings together Keystone CPAs, Keystone Business Brokers, and Keystone Wealth Advisors. This allows us to support owners throughout the business lifecycle - from accounting, tax ...
Keystone Ford has an immediate opening for an assistant service manager at our Quick Lane facility. Core Responsibilities: * Support staff by training, evaluating service advisors and technicians ...
Quick apply
Keystone Ford has an immediate opening for an assistant service manager at our Quick Lane facility. Core Responsibilities: * Support staff by training, evaluating service advisors and technicians ...
Reno, NV · On-site
$150K - $300K/yr
Our platform brings together Keystone CPAs, Keystone Business Brokers, and Keystone Wealth Advisors. This allows us to support owners throughout the business lifecycle - from accounting, tax ...
Quick apply
Reno, NV · On-site
$150K - $300K/yr
Our platform brings together Keystone CPAs, Keystone Business Brokers, and Keystone Wealth Advisors. This allows us to support owners throughout the business lifecycle - from accounting, tax ...
About Keystone Keystone is one of the largest and fastest-growing insurance brokerages in the ... Advise clients on a broad range of human resources matters, including employee relations ...
Quick apply
About Keystone Keystone is one of the largest and fastest-growing insurance brokerages in the ... Advise clients on a broad range of human resources matters, including employee relations ...
Reno, NV · On-site
$150K - $300K/yr
Performance-based bonus with a defined pathway to Principal ownership Build Something Bigger Than a Tax Practice At Keystone CPAs, we believe CPAs should be trusted advisors--not simply tax preparers.
Quick apply
Reno, NV · On-site
$150K - $300K/yr
Performance-based bonus with a defined pathway to Principal ownership Build Something Bigger Than a Tax Practice At Keystone CPAs, we believe CPAs should be trusted advisors--not simply tax preparers.
TX · On-site
$150K - $300K/yr
Performance-based bonus with a defined pathway to Principal ownership Build Something Bigger Than a Tax Practice At Keystone CPAs, we believe CPAs should be trusted advisors-not simply tax preparers.
TX · On-site
$150K - $300K/yr
Performance-based bonus with a defined pathway to Principal ownership Build Something Bigger Than a Tax Practice At Keystone CPAs, we believe CPAs should be trusted advisors-not simply tax preparers.
$36K - $60K/yr
Full-time
Re-posted 29 days ago
Description
Keystone Wealth Advisors
Position: Wealth Advisor / Wealth Advisor Partner TrackLocation: San Diego / La Jolla, CA Sparks / Reno, NV Henderson / Las Vegas, NV
About Keystone Wealth AdvisorsKeystone Wealth Advisors is part of the Keystone Companies, an integrated professional services platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage. Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals.
This integrated model allows us to deliver a deeper level of planning and insight than traditional advisory firms. Our clients benefit from coordinated guidance across investments, tax planning, business ownership, risk management, and exit planning. As our firm continues to grow, we are expanding our team of advisors who are passionate about delivering comprehensive, fiduciary-based advice.
Position OverviewWe are seeking an ambitious and client-focused Wealth Advisor who is committed to developing expertise in holistic financial planning, investment management, and risk management. This role is well suited for an early-to-mid career advisor who values mentorship, professional development, and the opportunity to build a long-term advisory practice within a collaborative team environment.
Advisors at Keystone work closely with CPAs, business brokers, and other professionals to help clients make better financial decisions and achieve greater clarity around their financial futures.
Key ResponsibilitiesDeliver comprehensive financial planning services including retirement, investment, tax-aware, and insurance planning.
Serve as a trusted advisor to clients by building strong, long-term relationships.
Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice.
Assist in the development and implementation of investment strategies aligned with client goals.
Participate in business development efforts and contribute to the growth of the firm.
Utilize planning technology and emerging advisory tools to enhance the client experience.
Maintain the highest fiduciary and ethical standards in all client interactions.
QualificationsSeries 65 or Series 66 license required.
Life and Health Insurance license required or ability to obtain.
CFP certification, CEPA designation, or other advanced planning credentials are a plus.
Strong foundation in financial planning and investment principles.
Excellent communication and relationship management skills.
Entrepreneurial mindset with motivation to grow a client base.
Ability to work both independently and within a collaborative team environment.
Compensation StructureThis role offers a modest base salary in the range of $36,000-$60,000, combined with a fee-based and commission-based compensation structure designed to reward performance and long-term client relationships.
A transition and onboarding period of approximately 3-6 months is expected while the advisor becomes fully integrated into the firm's planning processes, systems, and client engagement model. During this period, Keystone provides mentorship, operational support, and resources to help advisors establish and grow their practice.
Why Join KeystoneAccess to an integrated platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage.
Opportunity to work with business owners and high-net-worth families.
Collaborative culture focused on delivering exceptional client outcomes.
Mentorship and professional development opportunities.
Significant long-term income potential and possible partner-track opportunities.
How to ApplyIf you are passionate about financial planning, enjoy helping clients make better financial decisions, and want to grow your career within a collaborative and entrepreneurial firm, we would welcome the opportunity to connect.
