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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PI231c68942d0a-7692
04/14/2026
Full time
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PI231c68942d0a-7692
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
04/14/2026
Full time
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
04/14/2026
Full time
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
04/14/2026
Full time
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
04/12/2026
Full time
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 Advisors Keystone 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 Overview We 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 Responsibilities • Deliver 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. Qualifications • Series 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 Structure This 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 Keystone • Access 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 Apply If 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. Requirements: PIb1677d8d1-
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294
04/10/2026
Full time
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294
04/10/2026
Full time
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294
04/10/2026
Full time
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294
04/10/2026
Full time
Keystone Business Brokers Position: Business Broker / Commercial Real Estate Salesperson Location: Henderson / Las Vegas or Sparks / Reno, Nevada About Keystone Keystone Business Brokers is part of the Keystone Companies, an integrated platform that combines Business Brokerage, Wealth Advisory, and Tax & Accounting services. Our team works collaboratively to help business owners build, grow, and ultimately transition their businesses successfully. Because our professionals are deeply integrated into the financial, operational, and strategic aspects of a client's business, we are able to bring more clarity to transactions and close deals that others cannot. Over the past five years, our team has successfully closed more than 60 transactions, with an average enterprise value of approximately $5 million. Our integrated model creates stronger outcomes for buyers and sellers and provides our brokers with unique access to opportunities that traditional brokerage firms simply cannot offer. Position Overview We are seeking an experienced Business Broker or Commercial Real Estate professional who is ready to work on larger and more sophisticated transactions. The ideal candidate understands the complexities of business ownership, financial statements, and deal structuring, and enjoys working closely with business owners as they prepare for one of the most important financial events of their lives-the sale of their business. This role is ideal for professionals who are frustrated seeing deals fall apart during due diligence due to poor financial records, lack of preparation, or misalignment between the business and the owner's personal goals. At Keystone, our integrated team of CPAs, Wealth Advisors, and Business Brokers helps solve these problems before they derail transactions. Key Responsibilities • Source and develop relationships with business owners considering a future sale or transition. • Lead business owners through the preparation process prior to listing their business for sale. • Analyze financial statements and work with internal CPA and advisory teams to position businesses for market. • Prepare confidential business reviews and marketing materials for listings. • Identify and qualify potential buyers. • Manage negotiations between buyers and sellers. • Coordinate due diligence and assist in structuring successful transactions. • Collaborate with Keystone's integrated team including CPAs, Wealth Advisors, and transaction specialists. Compensation This position is primarily commission-based with significant upside potential. For the right candidate, an initial draw program may be offered based on experience and production history. Qualifications • Proven experience in Commercial Real Estate sales required. • Experience in Business Brokerage, M&A, or lower-middle-market transactions is strongly preferred. • Demonstrated track record of sourcing and closing transactions. • Strong financial literacy including the ability to review financial statements and understand business value drivers. • Excellent negotiation, communication, and relationship management skills. • Ability to work both independently and as part of a collaborative team environment. • Nevada Real Estate license required (or ability to obtain). Why Join Keystone • Access to an integrated platform combining brokerage, tax, and wealth advisory services. • A steady pipeline of opportunities through existing CPA and advisory relationships. • Ability to work on larger and more sophisticated transactions. • Collaborative team environment focused on delivering exceptional outcomes for clients. • Significant income potential for high-performing professionals. How to Apply If you are a driven professional ready to work on meaningful transactions and help business owners successfully transition the companies they have built, we would welcome the opportunity to connect with you. PIf55d95cd7e32-6294