Wealth Advisor - Downtown Salt Lake City Zions Bancorporation NAWealth Advisor - Downtown Salt Lake CitySalt Lake City, UTPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorSalt Lake City, UTThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Centralized Wealth Advisor - Salt Lake City or Houston Zions Bancorporation NACentralized Wealth Advisor - Salt Lake City or HoustonSalt Lake City, UTZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. You will partner closely with retail banking teams to expand client relationships, while delivering holistic financial planning and investment guidance via video and phone.
Wealth Advisor - America First Credit Union LPL FinancialWealth Advisor - America First Credit UnionSalt Lake, Utah$58,500–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
NewWealth Advisor, Director Hispanic Alliance for Career EnhancementWealth Advisor, DirectorSalt Lake City, UT$91,800–$171,000 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. relationship plans, financial plans and reviews)Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
J.P. Morgan Wealth Management - Private Client Advisor - Draper, UT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Draper, UTDraper, UTFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Salt Lake City, Utah (including surrounding areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Salt Lake City, Utah (including surrounding areas)Salt Lake City, UTFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lehi, Utah (including surrounding areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lehi, Utah (including surrounding areas)Lehi, UTFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Draper, UT JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Draper, UTDraper, UTUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Virtual Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncVirtual Financial Advisor - PNC Wealth ManagementUTIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewRemote-Ready Lead Wealth Advisor for New Market Brighton Jones LLCRemote-Ready Lead Wealth Advisor for New MarketSalt Lake City, UTRemote$150,000–$350,000 / yearCompensation includes a base salary of $150K – $350K+, profit sharing, and generous employee benefits such as medical coverage, equity ownership opportunities, and paid parental leave.#J-18808-Ljbffr. Brighton Jones is seeking Lead Advisors in Salt Lake City, Utah, to join a client-focused team.
Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix Zions Bancorporation NASenior Wealth Service Associate - SLC, Boise, Houston or PhoenixSalt Lake City, UTThis role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
Practice Management Consultant - Wealth Management Zions Bancorporation NAPractice Management Consultant - Wealth ManagementSalt Lake City, UTThe Practice Management Consultant serves as a strategic partner to Market Leaders, Service Manager, Director of Financial Planning, and Director of Investment Management, working with financial advisors, planners, portfolio managers, and client support teams to drive team development, operational excellence, and continuous learning. Design and deliver workshops, webinars, and group sessions on practice management topics, including time management, client experience, go to market strategy, branding based on client personas, platform support, internal partners, and operational excellence.
NewWealth Service Associate - Salt Lake City Zions Bancorporation NAWealth Service Associate - Salt Lake CitySalt Lake City, UTResponsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing. Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.
Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake City The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake CitySalt Lake City, UTWe are looking for: Bachelors degree required Interest in or professional experience working on estate planning solutions involving trusts Solid Excel and PowerPoint skills Excellent communication skills, especially the ability to explain complex technical concepts in simple terms Strong interpersonal skills and a passion to engage with clients Attention to detail, patience, and ability to handle multiple concurrent projects Collaborative and teamwork-oriented Independent, logical, and critical thinking, with the willingness to constantly think outside of the box SIE, Series 7 and 63 required (must be obtained within three months of employment). The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management's high-net-worth clients with efficient wealth transfer.
Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix National Bank of ArizonaSenior Wealth Service Associate - SLC, Boise, Houston or PhoenixSalt Lake City, UTThis role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
Private Wealth Management Client Relationship Analyst Morgan StanleyPrivate Wealth Management Client Relationship AnalystSalt Lake City, UTOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Relationship Manager - Private Wealth & Tax Solutions (US only) Wilson Hand LLCRelationship Manager - Private Wealth & Tax Solutions (US only)Salt Lake City, UTRemote$200,000–$950,000Focus on Wellness Pro product during first 90 days with the goal of signing up between 8 to 10 companies to generate greatets chance of earning basic income within 2-3 months which then allows transition to toerh long-term type products offer by the firm. CRM Management & Reporting – Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management.
Senior Director of Family Wealth Consulting KeyCorpSenior Director of Family Wealth ConsultingSalt Lake City, UT$128,000–$268,000 / yearThe Senior Director is responsible for introducing Family Wealth (FW) prospects to our suite of sophisticated business coaching and business transition planning solutions, including our advice on strategies and solutions for pre-transition value building, tax, trust & estate planning, business growth,, tax reduction, asset protection, and wealth transfer. The Senior Director will also build and nurture relationships by developing prospecting ideas, collaborating closely with Family Wealth and other lines of business at Key (especially the commercial and capital markets teams), and helping generate new business through the BAS team.
Asset & Wealth Management, Liquidity Management, Deal Execution and Operations Lead, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Liquidity Management, Deal Execution and Operations Lead, Associate - New YorkSalt Lake City, UTACM's full-service capital markets business covers the entire lifecycle of an alternative investment, from investment sourcing to client solutions, as well as a discretionary offering enabling programmatic platform access, an in-house liquidity platform for clients (qualified matching service, or QMS), and dedicated platform management and strategy. ACM is the architect of the Wealth Alternatives platform including private equity, growth / venture capital, private credit, private real estate, hedge funds, co-investments and impact private investing.
Global Wealth Management UBS Group AGGlobal Wealth ManagementSalt Lake City, UTWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals.
Asset and Wealth Management - Software Engineer - Vice Presi GOLDMAN, SACHS & CO.Asset and Wealth Management - Software Engineer - Vice PresiSALT LAKE CITY, UTOur mission is to empower portfolio managers and quantitative researchers by delivering a high-performance research and development environment that supports every stage of the investment lifecycle, from factor research to model development, backtesting, and production deployment. Within Goldman Sachs Asset Management, software engineers are at the heart of our platform, building scalable systems, designing robust frameworks, and delivering high-quality software that drives our business.
Field Communication Associate - Wealth Management Field Morgan StanleyField Communication Associate - Wealth Management FieldSouth Jordan, UTWe're seeking someone to join our Wealth Management Field Communications team as a Communications Associate to support the development and execution of internal field communications that drive awareness and engagement of programs and initiatives for Wealth Management Field employees. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerSalt Lake City, UT$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerSalt Lake City, UT$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerSalt Lake City, UT$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateSalt Lake City, UT$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerSalt Lake City, UT$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Key Family Wealth Senior Portfolio Strategist KeyCorpKey Family Wealth Senior Portfolio StrategistSalt Lake City, UT$116,000–$216,000 / yearIn conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Banks image. Works with each markets District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthSalt Lake City, UT$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Merrill Advisor Development Program - Financial Advisor: Utah Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Utah MarketSalt Lake City, UTBack to search results Merrill Advisor Development Program - Financial Advisor: Utah Market Salt Lake City, Utah; Salt Lake City, Utah; Provo, Utah Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Tax Senior - Private Wealth Deloitte Touche Tohmatsu LtdTax Senior - Private WealthSalt Lake City, UT$74,925–$153,000 / yearAs a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Merrill Financial Solutions Advisor (Partially Licensed) - Utah Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Utah MarketSalt Lake City, UTResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Financial Advisor Northwestern MutualFinancial AdvisorSalt Lake Cty, Utah$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Tax Planning Advisor (EA or CPA) Capita Financial NetworkTax Planning Advisor (EA or CPA)Draper, UTYoull work directly with clients, partner with financial advisors on proactive tax planning, and have a meaningful voice in developing the processes, workflows, and client experience that will define our growing tax practice. As our tax practice grows-and depending on your interests and strengths-you may have the opportunity to support broader financial planning initiatives beyond tax, making this an ideal role for someone who enjoys continuous learning and wants to expand their expertise.
Private Client Advisor Columbia Banking System IncPrivate Client AdvisorSouth Jordan, UT$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Annuity Sales Advisor Complete Family ProtectionAnnuity Sales AdvisorLehi, UTWe are seeking a Wealth & Annuity Specialist who is passionate about helping clients make important retirement decisions while building long-term relationships and creating meaningful financial outcomes. We currently add more than 1,000 new clients every month and are expanding our Wealth Division to better serve those clients with retirement income, annuity, and wealth preservation strategies.
Private Client Advisor Columbia BankPrivate Client AdvisorSouth Jordan, UT$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Financial Relationship Advisor Wells Fargo & CoFinancial Relationship AdvisorSalt Lake City, UTThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities.
Central Review Unit Risk Officer - Wealth Management Client Segment Morgan StanleyCentral Review Unit Risk Officer - Wealth Management Client SegmentSouth Jordan, UTOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Within this team, the Central Review Unit (CRU) serves as a centralized hub of experienced Risk Officers responsible for overseeing and continuously evolving a sophisticated control framework focused on sales practices, suitability, and regulatory compliance.
NewWealth Management Trainee: Launch Your Advisory Career Bankers LifeWealth Management Trainee: Launch Your Advisory CareerSalt Lake City, UTBankers Life in Utah seeks entry-level Insurance Sales Representatives to work one-on-one with clients, crafting personalized life and health insurance solutions while building lasting relationships. With licensing coursework provided by Bankers Life and assistance for the SIE exam, you can quickly begin your journey in financial services, supported by uncapped#J-18808-Ljbffr.
Asset & Wealth Management - Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior AssociateUT$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
NewClient Sales Advisor Stratford DavisClient Sales AdvisorSalt Lake City, UTWhether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed. This opportunity allows you to work from home while helping clients make important decisions about their financial protection and long-term goals.
Retirement Plan Advisor IMA Financial GroupRetirement Plan AdvisorSalt Lake City, UT$100,000–$125,000 / yearOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorCenterville, UT$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid) EP Wealth Advisors LLCSenior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)Salt Lake City, UTMergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
Compliance Associate - Hybrid Torrance, Boston, Salt Lake City, Media EP Wealth Advisors LLCCompliance Associate - Hybrid Torrance, Boston, Salt Lake City, MediaSalt Lake City, UT$65,000–$73,000 / yearAssist in day-to-day monitoring of all compliance related policies and procedures; Assist with compliance program reviews and audits; Heavy data entry, filing and maintenance duties involving the firm's Compliance Management Software systems; Familiarity with firm related compliance policies and procedures, and a willingness to learn governing regulations and best practices, which include, amongst others, The Investment Advisers Act of 1940, Securities and Exchange Act of 1934; Effectively communicate regulatory and procedural changes and/or important issues to firm employees and/or management and any affected business units; Assist in implementing and enforcing compliance policies and procedures; Running reports and retrieving documents and files when requested; Implement and monitor projects and tasks as directed by AD; Assist with new compliance initiatives; and other special projects and ad hoc duties as assigned by the AD & CCO. his is a hybrid position requiring a combination of on-site and remote work, based out of one of the following locations: Torrance, CA; Salt Lake City, UT; Boston, MA; or Media, 2+ years' experience in an administrative capacity, in the Registered Investment Adviser space preferred.
Financial Planning Manager - Salt Lake City, Utah EP Wealth Advisors LLCFinancial Planning Manager - Salt Lake City, UtahSalt Lake City, UTThe Financial Planning Manager will work within a regionally-based team to deliver personalized financial services, fostering a collaborative and client-focused culture aligned with the firm's core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection. The Financial Planning Manager is responsible for managing and developing financial planners within the region, collaborating closely with advisors to create tailored financial plans for high-net-worth clients.
Client Service Associate Diversify IncClient Service AssociateSandy, UTWe strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively. Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
Risk Officer - Vice President Morgan StanleyRisk Officer - Vice PresidentSandy, UtahThe Business Control Unit (BCU) within Wealth Management Platforms Risk has core responsibilities including, but not limited to, operational risk management, incident management, risk acceptances, risk and control self-assessment via the Non-Financial Risk Assessment (NFRA) framework, policy and procedures coordination, issue and action plan management, audit and Compliance exam preparation and management, licensing and registration review, committee and/or new product approval materials coordination, business continuity planning (BCP) coordination, and entitlements management. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.