UNKNOWN

FEED

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

San Blas Securities

Financial Advisor Series 7, 65 or 66

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FULL_TIME

Your Role: Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

YEAR

Brighton Jones

Lead Advisor - New Market - Salt Lake City

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WSP USA is providing the compensation range that the company in good faith believes it might pay and/or offer for this position within the state of Colorado, based on the successful applicant's education, experience, knowledge, skills, and abilities in addition to internal equity and specific geographic location. WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location.

WSP Global Inc

Experienced Project Financial Advisor

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This position serves as a coach, resource, connector, and accountability partner for developing advisors—working closely with them to develop individualized marketing and business development strategies, identify opportunities for growth, and connect them with the people and resources they need to move their businesses forward. The Advisor Growth & Resources role is focused on helping new and developing advisors build the skills, relationships, habits, and business development strategies necessary for long-term success.

Renaissance Financial

Advisor Growth and Resource Director

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1+ years of full sales lifecycle or project management experience in a quota-driven environment (B2C preferred), proven track record of managing high-volume pipelines and meeting aggressive targets. You will act as the bridge between customer expectations and Tesla's cross-functional teams (Design, Engineering, Permitting, Installation), ensuring a frictionless hand-off and a superior customer experience.

Tesla Inc

Energy Advisor, Residential Energy

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Financial Engines

Client Service Associate

Edelman Financial Engines LLC

This is a high-volume, high-leverage role: our estate planning attorneys support hundreds of planning teams nationally through a combination of client consultations, planner coaching, firmwide education and technology enablement. Responsibilities: Serve as the primary client-facing estate planning resource, partnering with financial planners to deliver education and strategy consultations on estate and wealth transfer, transfer tax mitigation, incapacity, business succession and philanthropic planning.

Director of Estate Planning Central/Mountain/Pacific time zones

Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Meta Media Buyer

Performance Marketing Manager

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Investment Advisor Jobs in Salt Lake City, UT

Financial Advisor Series 7, 65 or 66 San Blas Securities

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Director of Estate Planning Central/Mountain/Pacific time zones Edelman Financial Engines LLC

Client Service Associate Edelman Financial Engines

Senior Estate Planning Strategist Osaic

Meta Media Buyer Clients Blackbox, Inc.

Performance Marketing Manager Clients Blackbox, Inc.

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Meta Ads Specialist Clients Blackbox, Inc.

Paid Media Lead Clients Blackbox, Inc.

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