Branch Wealth Advisor - Invest & Advise Clients
$58.5k - $70kLPL Financial
LPL Financial is seeking a Wealth Advisor to join their team at America First Credit Union in Salt Lake City. This role requires an on-site presence and focuses on delivering tailored financial solutions to clients, utilizing a consultative approach and a strong sales mindset. Candidates must have at least two years of investment sales experience and maintain relevant licenses. Strong communication skills and proficiency in Microsoft Office are essential. This position offers a competitive salary range of $58,500 - $70,000. #J-18808-Ljbffr LPL Financial
- ...in Salt Lake City is seeking a Private Client Advisor to provide comprehensive financial planning... ...needs, and deliver personalized investment solutions. The ideal candidate has at least 2 years’ experience in financial advising, valid Series 7 and 66 licenses, and a...Suggested
- ...Bancorporation is looking for a Centralized Wealth Advisor to join their team in Salt Lake City, Utah. This role involves profiling clients to understand their needs, providing... ...should have a bachelor's degree, relevant investment experience, and strong client...Suggested
$25 - $38.46 per hour
## Private Client BankerApplylocations: Salt Lake City, UTtime type... ...Be a problem solver, trusted advisor, and partner to the people... ...client base with up to $2M in investable assets. The PCB helps new and... ...Developing strong partnerships with branch teammates and line of...SuggestedHourly payWork experience placementDay shift- ...services tailored to their clients needs. This exciting opportunity... ...you to join our employee advisor model as a Wealth Advisor affiliated with LPL... ...on-site at the local bank branch located in Salt Lake City,... ...) to deliver Non-Deposit Investment Products (NDIPs) and services...SuggestedWork at officeLocal area
- ...America is looking for a dedicated financial advisor in West Jordan, Utah. The role involves... ...financial solutions, cultivating client relationships, and ensuring compliance with... ...will develop financial plans, recommend investment strategies, and triage client requests....SuggestedMonday to Friday
$45k - $100k
...career as a financial advisor may be the right change... ...advisors partner with clients to help them achieve... ...retirement, building wealth, estate strategies, funding... ..., supported by your branch team, a home‑office... ...Canada than any other investment firm, serving over eight...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$19.23 - $28.37 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...'s split their time between client servicing and transaction support... ...30% of time). As part of the branch team in a hybrid platform... ...as loans, credit cards, and investment options, and the ability to recommend...Hourly payWork experience placementWork at officeDay shift$50k - $150k
...enthusiastic about assisting clients, passionate about... ...monitor and adjust clients’ investment portfolios to align with market... ...benefits. Tax Optimization - advise on strategies to reduce tax... ...Experience as a financial advisor or wealth management professional (Nice...Temporary workRemote workFlexible hours$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole... ...stability of a firm built on a long-term investment philosophy that has helped our...Work at officeWork from homeHome officeFlexible hours- ...leading financial services firm in Salt Lake City is seeking a Growth Partner to support aspiring financial advisors. This entry-level role focuses on building client relationships, educating them on financial solutions, and influencing their financial decisions while...
$20.25 - $24.75 per hour
...and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers,... ...processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new...Temporary work$23.75 - $29.03 per hour
...and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers,... ...processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new...Temporary workLocal area- Global Investment Research, Credit Research Analyst Salt Lake City, UT, United States Job Description JOB SUMMARY & RESPONSIBILITIES The... ...- regularly updating charts/data for our regular research and client marketing decks Supporting internal stakeholders across the firm...Full timeWork at office
- Global Investment Research, Credit Research Analyst location_on Salt Lake City, UT, United States JOB SUMMARY & RESPONSIBILITIES The Macro... ...- regularly updating charts/data for our regular research and client marketing decks Supporting internal stakeholders across the...
$41.71k - $65k
...customers. Works collaboratively within the branch and through various channels with BMO... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...small business solutions). * Offers clients advice and guidance on available digital...Contract workPart timeLocal areaImmediate startDay shift$107.9k - $172.64k
...a Principal Financial Advisor to provide senior leaders... ...with internal clients to better understand what... ...a team that's deeply invested in the community. Work... ...Finance Strategy Financial Advising Financial Analysis... ...Strategy Development Wealth Management #J-18808-...- A well-known banking institution is seeking a Private Client Advisor in Salt Lake City, UT. This role involves providing investment services to the Mass Affluent client base, engaging in Financial Wellness discussions, and executing financial plans. The ideal candidate...
- ...empowering experienced financial advisors to build the practices they'... ...moves the needle: your clients. As a Financial Advisor on the... ...as a trusted advisor across investment strategy, tax planning, retirement... ...RIAs in the country. Wealth management is a $545 billion...Work at officeRemote work
- ...opportunity. We are currently seeking a Centralized Wealth Advisor to join our team to work with clients across our footprint. This position will be located... ...banking, credit, trusts and estates, and possibly investment banking. Service and maintain an existing book of...Work experience placementWork at officeLocal areaRemote workFlexible hours
- A university in the United States is seeking a Financial Representative to provide exceptional client service while supporting field-facing counterparts. Ideal candidates should possess financial services experience and strong interpersonal skills to thrive in a fast-paced...
- An established industry player is seeking entry-level financial advisors who are passionate about helping others achieve financial... ...building and personalized financial strategies, you will engage with clients to understand their needs and provide tailored solutions. Enjoy...Flexible hours
$70k - $250k
...Professionals Toward Financial Advisor Success & Leadership... ...Lake City help their clients live more and worry... ...Education Funding Investment & Advisory Services Trust... ...registered investment adviser, broker-dealer, and... ...and Northwestern Mutual Wealth Management Company® (...Full timeContract workFor contractorsWork experience placement- ...Who we are: Albion Financial Group is an investment advisory firm founded 44 years ago in... ...fiduciary from day one, we have always put our clients’ interests first in everything that we... ...good financial decisions. Our team of wealth advisors and financial planners work closely...Work experience placementLocal areaRemote workMonday to Friday
- ...seeking a Planning Consultant in Salt Lake City, UT, to provide a world-class planning experience. The role involves working with clients to deepen relationships and develop tailored strategies through effective financial planning. Candidates should possess FINRA licenses...Full timeRemote work
- ...complying with BSA and CIP requirements. Advises customers in order to select appropriate... ...and/or exceed designated individual and branch goals. Maintains knowledge of all aspects... ...respond to questions from groups of managers, clients, customers and the general public....
- A financial institution in Salt Lake City seeks a Private Banker to establish and manage relationships with affluent clients. Responsibilities include coordinating client financial needs, achieving sales goals, and ensuring compliance with regulations. Candidates should...Local area
- ...the face of Chase to our retail branch customers. From a personal... ...Job responsibilities Engages clients making them feel welcomed and delivering... ...their consumer banking and investment goals. Partners with licensed bankers, financial advisors, mortgage bankers, and business...Immediate startAfternoon shift
- ...Corporation in Salt Lake City is seeking a detail-oriented Senior Fund Accountant to support financial operations of Woodbury Capital Investment Funds. This role involves multi-entity fund accounting, preparing quarterly financial statements, and coordinating with auditors....
$21 - $22 per hour
...contract, possible to convert Are you a recent graduate eager to break into the Banking and Financial Services industry ? Our client, a leading Investment Management firm in the SLC area, is seeking motivated individuals to join their team as Financial Account...Full timeContract work$45k - $130k
...’re a team of mission-driven advisors who help individuals and families... ...build, protect, and grow wealth through holistic, long-term planning... ...doing what's right for the client. We are actively seeking... ...goals Guide clients through investment, insurance, retirement, and estate...Full timeFlexible hours
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