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
- JPMorganChase in Salt Lake City is looking for a Financial Advisor to deliver personalized investment solutions and foster client relationships. You will focus on client success, understand financial markets, and educate clients on digital banking. The role requires at...Suggested
$90k - $112k
...global data and AI platform empowering investment professionals to turn complex financial... .... Addepar unifies portfolio, market and client data in a total portfolio view and delivers... ...60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open...SuggestedH1bRemote workWorldwideVisa sponsorshipWork visa$90k - $112k
...Sr. Enterprise Client Solutions Consultant (Investment Management) Salt Lake City, UT Who We Are Addepar is a global data and AI platform empowering... ...firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform...SuggestedH1bRemote workWorldwideVisa sponsorshipWork visa- Daily Recruits, LLC is seeking a Wealth Advisor in Draper, Utah to build and manage a robust client book by delivering comprehensive financial planning and investment advice with a high-touch, client-centric approach. You will work with high-net-worth clients, collaborating...Suggested
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. The Private Client Banker (PCB) is part of the Key... ...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- Carson Wealth seeks a Wealth Advisor to deepen client relationships and deliver holistic financial guidance with integrity. You will manage advisory services... ...COI network. Ideal candidates have 3-5+ years in investment advisory, a finance degree, and relevant licenses; CFP...Work at office
- Edward Jones seeks a motivated financial advisor to grow a practice backed by a large support... ...personalized financial strategies for clients, sourcing new relationships through face-... ...face and virtual channels, and partner with branch teams to deliver outstanding service....
- ...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...Work at officeLocal area
- ...seeking a results‑driven financial services professional to grow a personal book of business. You will identify needs of high‑net‑worth clients, review financial goals, and deliver comprehensive recommendations aligned with those goals. The role requires strong communication...
$25 - $38.46 per hour
...Private Client Banker page is loaded## Private Client Bankerlocations... ...Be a problem solver, trusted advisor, and partner to the people... ...base with up to $2M in investable assets. The PCB helps new and... ...Developing strong partnerships with branch teammates and line of...Hourly payWork experience placementDay shift- ...Allocation team (SQAA) in the Investment Strategy Group is... ...on the Systematic Wealth Transfer strategy, which... ...’s high-net-worth clients with efficient wealth... ...financial goals. Our advisor-led wealth management... ...on-one with clients to advise and deliver customized...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...where you can help your clients achieve their goals... ...· Education Funding · Investment & Advisory Services ·... ...registered investment adviser, broker-dealer, and member... ...Northwestern Mutual Wealth Management Company® (NMWMC...Full timeContract workFor contractorsWork at office- KeyBank is looking for a Private Client Banker in Salt Lake City, Utah, to serve as a trusted advisor and problem solver to clients. In this role, you will be responsible... ..., managing accounts, and collaborating with branch teammates and sales professionals. The ideal...
$50k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re... ...your own practice, supported by branch associates, a home-office team and... ...the U.S. and Canada than any other investment firm, serving over eight million clients...Work at officeWork from homeHome officeFlexible hours$83k - $130k
...global data and AI platform empowering investment professionals to turn complex financial... .... Addepar unifies portfolio, market and client data in a total portfolio view and delivers... ...60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open...H1bRemote workWorldwideVisa sponsorshipWork visa- ...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...
- ...Position Title: Wealth Advisor This role is a great opportunity for a motivated individual... ...requires a proactive approach to client acquisition and a strong foundation in... ...development ~ Experience in a Registered Investment Advisor (RIA) environment ~ Possession...Private practice
- ...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... ...largest RIAs in the country. Wealth management is a $545 billion...Work at officeRemote work
- ...Allocation team (SQAA) in the Investment Strategy Group is... ...on the Systematic Wealth Transfer strategy, which... ...'s high-net-worth clients with efficient wealth... ...financial goals. Our advisor-led wealth management... ...on-one with clients to advise and deliver customized...
- ...Advisory Services (FAS) clients make confident... ...technology-enabled model, Advisors guide clients across key... ...retirement planning, investment management, development... ...part of the Fidelity Wealth business and delivers... ...FINRACategory:SalesPlease be advised that Fidelity’s...Full time
- ...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
$101.23k - $172.36k
Investment Consultant What is the opportunity? Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services...Remote work$74k - $93k
Addepar is a global data and AI platform powering investment professionals with unified data views and AI-driven insights. The Solutions... ...end implementation, collaborating with internal teams to ensure client success. Ideal candidates will have finance/tech experience, strong...- ...to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Utah Community... ...allow you to join Utah Community Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under...
$70k - $175k
...financial services to credit union clients. This employment opportunity... ...Credit Union as a Financial Advisor working for TruStage and... ...employees of LPL Financial. The Investment Program at Utah Community... ...exceptional referral system Several branch territories with significant...Local area$107.9k - $172.64k
...a Principal Financial Advisor to serve as a strategic... ...with internal clients to better understand what... ...with a teamthat'sdeeply invested in the community. Work... ...Finance Strategy, Financial Advising, Financial Analysis,... ...Strategy Development, Wealth Management #J-18808-...Work at officeLocal areaRemote workFlexible hours2 days per week$110k - $150k
...meets expertise in the world of wealth management. At Carson, our... ...duciary practice, putting our clients’ best interests at the center... .... Who We Want The Wealth Advisor position is the backbone of the... ...continuous effort in proven return-on-investment activities. They will be...Temporary workWork at officeFlexible hours- ...involves engaging in various debt finance transactions, including drafting, negotiating, and executing financing documents, as well as advising on credit facilities. The ideal candidate will have 3-6 years of experience, strong drafting, analytical, and organizational...
- KeyBank in Kamas, UT is hiring a Personal Banker to engage clients, uncover financial goals, and provide tailored banking solutions while growing relationships through proactive outreach and in-branch service. The role emphasizes client-first service, sales responsibilities...
$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
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