Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Wealth Strategies

4 days ago Be among the first 25 applicants Salt Lake City, UT/Greenwood Village & Fort Collins, CO Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Wealth Strategies is a member of The Guardian Network® is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. Desire to help others achieve their goals and dreams through cultivating long‑term relationships. Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… Development and training—locally, virtually and nationally—to support you as you build your practice with us. Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. Mentorship and joint-work opportunities. A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Requirements Must be a US citizen or permanent resident Who we are Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations in Colorado and New Mexico, our firm has access to a variety of companies and specialists who provide clients with innovative strategies for reaching their financial goals. Our Mission Helping people build, protect, and grow financial strategies that lead to "Wealth Beyond Money". Please visit our site to learn more about us: #J-18808-Ljbffr Wealth Strategies

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Salt Lake City, UT vacancy
  • $50k - $150k

     ...You know how to earn trust in high-stakes conversations. Now you're ready to build a financial-advisor career — without starting from an empty calendar. At Stauffer Retirement Planning, you'll step into a founder-led retirement practice with a defined planning method,... 
    Suggested
    Permanent employment
    Work at office

    Stauffer Retirement Planning

    Salt Lake City, UT
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Salt Lake City, UT
    1 day ago
  • Most advisor seats give you a desk. This one gives you a market. We've built more retirement-planning demand at Bauman Wealth Advisors...  ...Bauman. Who this is for You've personally closed complex household financial decisions and can put your own name on the close — not a team's... 
    Suggested
    Live in
    Work at office
    Local area
    Remote work

    Bauman Wealth Advisors

    Salt Lake City, UT
    6 days ago
  • $400k

     ...and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager, Financial Planner, Seint Artist, Mom We are looking for Experienced Advisors to join our Team! You've built a successful practice and now you want more.... 
    Suggested
    Full time
    Remote work
    Worldwide

    Prudential Financial

    Salt Lake City, UT
    2 days ago
  • Responsibilities Working with high-net worth individuals identifying needs and developing relationships Reviewing financial goals and delivering comprehensive recommendations that align with clients' needs Developing a book of business to meet and exceed established... 
    Suggested

    Jobtailor

    Salt Lake City, UT
    6 days ago
  • About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and existing clients from a corporate office environment,... 
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Salt Lake City, UT
    6 days ago
  • About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and existing clients from a corporate office environment,... 
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Salt Lake City, UT
    16 hours ago
  • We are seeking a motivated Sales Advisor to drive new client acquisition and serve as a trusted financial partner to prospective clients. This role is ideal for a relationship-focused professional who excels in consultative conversations and thrives in a goal-oriented,... 

    Masis Professional Group

    Salt Lake City, UT
    3 days ago
  •  ...poster from Dexian The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities... 
    Contract work
    Traineeship

    Dexian

    Salt Lake City, UT
    4 days ago
  • $82.6k - $162.8k

     ...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and... 
    Local area
    Visa sponsorship

    Deloitte

    Salt Lake City, UT
    2 days ago
  •  ...Financial Aid Counselor Job Summary Provides professional, timely assistance regarding application completion and processes, general and program eligibility, and financial planning. Evaluates and analyzes information to determine applicants’ eligibility for financial assistance... 
    Permanent employment
    Temporary work
    Work experience placement
    Work at office

    Utah

    Salt Lake City, UT
    2 days ago
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Centerville, UT
    2 days ago
  • $58.44k - $93.5k

     ...Personal Financial Counselor - Salt Lake City, UTThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their... 
    Contract work
    Temporary work
    Work at office

    Magellan Health

    Salt Lake City, UT
    2 days ago
  • $140.3k - $210.5k

     ...Workday application. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to...  ....Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise in... 
    Full time
    Remote work
    Home office
    Flexible hours

    Workday

    Salt Lake City, UT
    2 days ago
  • $110.7k - $218.3k

     ...NetSuite solutions that align with their business goals and deliver measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and accounting... 
    Local area
    Visa sponsorship

    Deloitte

    Salt Lake City, UT
    2 days ago
  • $77k - $202k

     ...delivering quality work even when the path forward isn’t clear.In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the... 
    Full time
    H1b

    PwC

    Salt Lake City, UT
    1 day ago
  • $116k - $229.1k

     ...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our... 
    Local area

    Deloitte

    Salt Lake City, UT
    1 day ago
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    Day shift

    Bank of America

    West Jordan, UT
    4 days ago
  •  ...you won't just crunch numbers—you will be a strategic co-pilot helping to steer our growth, optimize our performance, and shape the financial future of a trailblazing neobank. You’ll sit at the intersection of data and strategy, turning complex financial metrics into... 

    Varo Money

    Salt Lake City, UT
    3 days ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members... 
    Local area

    Modern Woodmen of America

    Salt Lake City, UT
    2 days ago
  • $45k - $130k

     ...powered advice on this job and more exclusive features. Cambridge Financial Network provided pay range This range is provided by Cambridge...  ...Cambridge Financial Network , we’re a team of mission-driven advisors who help individuals and families build, protect, and grow... 
    Full time
    Flexible hours

    Cambridge Financial Network

    Salt Lake City, UT
    2 days ago
  • $35.37 - $58.95 per hour

    Join to apply for the Financial Consultant role at Banner Health . Estimated Pay Range: $35.37 - $58.95 / hour, based on location, education, & experience. (In accordance with State Pay Transparency Rules.) Department Name: Admin-Clinic Work Shift: Day Job Category:... 
    Remote work
    Monday to Friday
    Shift work

    Banner Health

    Salt Lake City, UT
    2 days ago
  •  ...Summary:We're hiring an FP&A Analyst to own operating expense planning and compensation analytics across the business. You'll be the financial partner to functional leaders on headcount, hiring plans, and discretionary spend — and the analytical backbone behind how we... 
    Full time
    Temporary work

    Filevine

    Salt Lake City, UT
    5 days ago
  •  ...Position OverviewWe are seeking an experienced Senior FP&A Analyst to join our finance team remotely. The role will own forecasting, financial modeling, and analysis for our multi-entity SaaS business, driving accuracy in ARR reporting and operational metrics. The Senior... 
    Remote work

    CyberCoders

    Salt Lake City, UT
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Salt Lake City, UT
    1 day ago
  • $110.7k - $218.3k

    Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy... 
    Local area
    Visa sponsorship

    Deloitte

    Salt Lake City, UT
    1 day ago
  • Job Description:Financial Planning ConsultantTo be eligible for consideration of this role, your primary residence must be located within...  .... Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement... 
    Full time

    Fidelity Investments

    Salt Lake City, UT
    4 days ago
  • $77k - $214k

     ...AssociateJob Description & SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will...  ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and... 
    Full time
    H1b
    Local area

    PwC

    Salt Lake City, UT
    2 days ago
  • Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and...
    Remote work

    Lucidchart

    Salt Lake City, UT
    2 days ago
  • Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and...
    Remote work

    Lucidchart

    Salt Lake City, UT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!