Wealth Advisor
Boutique Recruiting
Position Title: Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Salt Lake City. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment. Wealth Advisor Responsibilities:
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-KJ1
- Build and manage a book of business from scratch
- Conduct client meetings and presentations
- Provide comprehensive financial planning services
- Collaborate with a Portfolio Manager and support team for client solutions
- Engage in marketing efforts and identify cross-selling opportunities
- Utilize administrative support for efficiency in client management
- Prospect for new clients and maintain ongoing relationships
- 5-7 years of experience as a financial advisor with a strong foundation in wealth planning
- Proven track record in client acquisition and business development
- Experience in a Registered Investment Advisor (RIA) environment
- Possession of Series 65 license
- Bachelor's degree is strongly preferred
- CFP certification is preferred
- Experience with Moneyguide Pro is preferred
- Unlimited PTO, promoting work-life balance
- Opportunity to acquire company stock with initial shares awarded upon joining
- Medical benefits with HMO and PPO options
- Access to comprehensive benefits information online
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-KJ1
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Salt Lake City, UT vacancy
- 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...SuggestedLocal area
Modern Woodmen
Salt Lake City, UT1 day ago - ...Financial Advisor What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning...SuggestedFlexible hours
Dakota Montessori School Inc
Salt Lake City, UT4 days ago - ...Dentist Advisors Relocation not required Connect. Educate. Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market...SuggestedLive inRelocation
Dentist Advisors
Salt Lake City, UT4 days ago $19.23 - $28.37 per hour
...Location 15 W South Temple - Salt Lake City, Utah 84101 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging...SuggestedHourly payWork experience placementWork at officeDay shiftKey Bank
Salt Lake City, UT2 days ago$19.23 - $28.37 per hour
...Location 15 W South Temple - Salt Lake City, Utah 84101 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging...SuggestedHourly payWork experience placementWork at officeDay shiftKeyCorp
Salt Lake City, UT3 days ago$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Salt Lake City, UT20 hours ago- At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive...Local areaShift work
Verint Systems
Salt Lake City, UT3 days ago - Established in 1890, Boart Longyear is the world’s leading provider of innovative, safe, and productivity-driven drilling equipment and tooling. With a primary focus on mining and exploration activities spanning a wide range of commodities - including copper, gold, nickel...InternshipWork at officeWorldwide
Boart Longyear
Salt Lake City, UT4 days ago $83k - $99.45k
Join The AES Corporation Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation, a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries...For contractorsWorldwidesPower
Salt Lake City, UT1 day ago- ...Merrill Advisor Development Program - Financial Advisor: Utah Market Salt Lake City, Utah;Provo, Utah To proceed with your application... ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Salt Lake City, UT20 hours ago - Overview A leading law firm is seeking an experienced Finance Attorney to join its Finance & Restructuring practice group. The ideal candidate will have six or more years of experience handling complex financial transactions and/or restructuring matters. This role offers...
Liberty Personnel Services, Inc.
Salt Lake City, UT2 days ago $41.71k - $65k
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch ...Contract workPart timeLocal areaImmediate startDay shiftBmo
Salt Lake City, UT20 hours ago- Quality Talent Group is looking for bankers in Holladay, Utah. Join a top-rated financial services employer recognized for career growth. This role involves building customer relationships and assisting with banking services, all while being part of a supportive and inclusive...
Quality Talent Group
Holladay, UT3 days ago $20.19 per hour
Personal Banker Location : Location US-UT-Salt Lake City Location/Org Data : Name Sugarhouse Location : Address 2262 S Highland Dr Location : City Salt Lake City Location : State/Province UT ID 2026-4894 Category ...Full timeWork at officeWaFd Bank
Salt Lake City, UT1 day ago$20.67 - $31.25 per hour
...Location: 5101 South State Street - Murray, Utah 84157 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Salt Lake City, UT1 day ago- Bank of America in Salt Lake City seeks an enthusiastic professional to engage clients and assist with banking transactions through self-service resources. The role involves managing cash transactions and building relationships with clients to address their financial needs...
Bank of America
Salt Lake City, UT1 day ago $77k - $214k
...Opportunity As part of the State and Local Tax Financial Services team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and increased efficiencies. As a Senior Associate you are to analyze...Full timeH1bLocal areaPwC
Salt Lake City, UT1 day ago$22 - $28 per hour
Responsibilities Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients. Maintains direct contact with external...Weekend workDormont Manufacturing Company
South Jordan, UT1 day ago- Relationship Banker I The Relationship Banker I position serves as a teller and customer service advocate for banking customers. This role focuses strongly on building banking knowledge and supporting the company's strong reputation for excellence and reliability through...Weekend work
Banterra Bank
Salt Lake City, UT3 days ago - Quality Talent Group in Taylorsville, Utah, is hiring bankers for their Consumer, Small, and Business Banking division. This role requires strong customer service skills and at least 6 months of customer interaction experience. You will assist customers with various banking...
Quality Talent Group
Taylorsville, UT3 days ago - Job Overview Responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients, execute deep conversations...Shift workWeekend workDay shift
Bank of America
Murray, UT2 days ago - Quality Talent Group is assisting a leading bank in the hiring of bankers for their Consumer, Small, and Business Banking division located in Murray, Utah. The ideal candidates should have a background in customer interaction, exceptional communication skills, and a commitment...
Quality Talent Group
Murray, UT3 days ago $1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Salt Lake City, UT2 days ago$25 - $38.46 per hour
...Location: 5625 S Van Winkle Expressway - Salt Lake City, Utah 84121-0339 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Salt Lake City, UT4 days ago- Select how often (in days) to receive an alert: Create Alert As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private...Work at officeFlexible hours
Alter Domus
Salt Lake City, UT20 hours ago - Benefits 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Parental leave Vision insurance Wellness resources Company Description Founded in 1919, Woodbury Corporation...Work at office
Woodbury
Salt Lake City, UT2 days ago - ABOUT US: As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals...Local areaFlexible hours
Alter Domus
Salt Lake City, UT1 day ago - Senior Fund Accountant Sandy, UT The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 16...Work at office
Carta
Sandy, UT4 days ago - ...strong performance and integrity. 2. Expertise and Learning Opportunities: Our team is made up of industry leaders who bring a wealth of knowledge to the table. By joining Bridge Property Management, you’ll have the opportunity to learn from some of the best in the...Temporary workInternshipWork at officeImmediate start
Bridge Property Management
Salt Lake City, UT3 days ago $20 - $24 per hour
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve...Hourly payWork experience placementWork at officeLocal areaSolomonEdwards
Salt Lake City, UT3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
Related searches
- financial planner Salt Lake City, UT
- financial planning associate Salt Lake City, UT
- financial advisor associate Salt Lake City, UT
- jde finance consultant Salt Lake City, UT
- financial advisor development program Salt Lake City, UT
- finance associate Salt Lake City, UT
- estate planning consultant Salt Lake City, UT
- financial planning assistant Salt Lake City, UT
- financial counselor Salt Lake City, UT
- financial advisor Salt Lake City, UT