UNKNOWN

FEED

This role leads and prioritizes marketing efforts enterprise-wide, balancing long-term strategy with near-term execution in close partnership with Sales, Sales Enablement, and Business Line leadership. This role serves as the primary marketing partner to Business Line Leaders, Sales, and Sales Enablement, while directly managing Marketing Managers and ensuring consistent, high-quality execution across the organization.

YEAR

NFP Corp

AVP, Business Line Marketing (Remote)

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We 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.

Diversify Inc

Client Service Associate

This executive will serve as the designated Chief Compliance Officer of the adviser, overseeing Keystone's Regulation D private funds and 1940 Act products and will partner closely with executive leadership, portfolio management, legal counsel, operations, and Virtus corporate functions to ensure adherence to applicable regulatory requirements and industry best practices. The successful candidate will bring significant experience supporting registered funds, including tender offer funds, interval funds, closed-end funds, and other alternative investment structures governed under the Investment Company Act of 1940.

Virtus Investment Partners Inc

Chief Compliance Officer - Keystone National Group

Virtus Investment Partners

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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.

Edelman Financial Engines LLC

Director of Estate Planning Central/Mountain/Pacific time zones

The role involves managing client requests, processing estate-related documentation, coordinating with internal teams, and ensuring accurate, timely, and empathetic client service. Seeking a Beneficiary Services Specialist to support clients through the inheritance and asset transfer process within Wealth Management.

HOUR

Veterans Sourcing Group

Beneficiary Services Specialist

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Position: Client Service Associate Firm: Wealth Management CPAs Location: Salt Lake City, UT Overview: Are you passionate about delivering exceptional client service and interested in working for a reputable financial firm? Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.

Advisor Talent Solutions

Client Service Associate - Salt Lake City, UT

With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive a seamless, high-quality service experience.

Hub International Ltd

Client Service Coordinator

With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receivea seamless, high-quality service experience.

Hub International Insurance

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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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Virtus

The Operations Division partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's Institutional, Retail, and Asset Management businesses by developing strong client relationships, collaborating closely with its business partners supporting and settling transactions, devising and implementing effective controls, to enable to development of new structures, businesses, and markets. Private Banking Operations supports the Private Banking Group, providing operational support to the Bank and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.

eTeam Inc.

Financial Operations Support

At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce.

Altruist Corp

Sales Executive, Pacific North West

The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from *** Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

Operation support - South Jordan, UT Hybrid

Art City Auto Body, and independent and family owned auto body shop with locations in Orem & Springville, UT is looking for a skilled and detail-oriented Estimator to join our team. At Art City Auto Body, we pride ourselves on delivering top-quality auto body repairs and exceptional customer service.

CSN Collision

Collision Repair Estimator

Workable

Provide hands-on independent oversight and credible challenge across consumer and retail investment products: self-directed brokerage, robo-advisory, options trading, IPOs, alternative investments, Composer trading algorithms, margin lending, and broker-dealer clearing/introducing broker relationships. As part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business.

Sofi

Independent Risk Management Director, Investment Products

This role serves as a primary point of contact for clients, coordinates account servicing activities, assists with meeting preparation and follow-up, and ensures the accurate execution of transactions and documentation. The Registered Client Service Associate (RCSA) is a key member of the Advisor support team, responsible for delivering an exceptional client experience while supporting the operational, administrative, and service needs of the practice.

RFG Advisory

Registered Client Service Associate

Comeet

We 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. About the Position The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios.

Trader

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Onboarding Specialist II

With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets. Complex Transaction Analysis: Evaluate and determine the appropriate accounting treatment for complicated, non-routine transactions (e.g., M&A, derivatives, loan structuring) and communicate findings to leadership.

Wealth Advisor Jobs in Utah

AVP, Business Line Marketing (Remote) NFP Corp

Client Service Associate Diversify Inc

Chief Compliance Officer - Keystone National Group Virtus Investment Partners Inc

Chief Compliance Officer - Keystone National Group Virtus Investment Partners

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

Beneficiary Services Specialist Veterans Sourcing Group

Client Service Associate - Salt Lake City, UT Advisor Talent Solutions

Client Service Coordinator Hub International Ltd

Client Service Coordinator Hub International Insurance

Senior Estate Planning Strategist Osaic

Chief Compliance Officer - Keystone National Group Virtus

Financial Operations Support eTeam Inc.

Sales Executive, Pacific North West Altruist Corp

Operation support - South Jordan, UT Hybrid eTeam Inc.

Collision Repair Estimator CSN Collision

Independent Risk Management Director, Investment Products Sofi

Registered Client Service Associate RFG Advisory

Trader Diversify Inc

Onboarding Specialist II Corient

Senior Accounting Policy Accountant - Salt Lake City Zions Bancorporation NA

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