Position Title Wealth AdvisorOverview This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Salt Lake City. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.Responsibilities Build and manage a book of business from scratchConduct client meetings and presentationsProvide comprehensive financial planning servicesCollaborate with a Portfolio Manager and support team for client solutionsEngage in marketing efforts and identify cross-selling opportunitiesUtilize administrative support for efficiency in client managementProspect for new clients and maintain ongoing relationshipsRequirements 5-7 years of experience as a financial advisor with a strong foundation in wealth planningProven track record in client acquisition and business developmentExperience in a Registered Investment Advisor (RIA) environmentPossession of Series 65 licenseBachelor's degree is strongly preferredCFP certification is preferredExperience with Moneyguide Pro is preferredBenefits Unlimited PTO, promoting work-life balanceOpportunity to acquire company stock with initial shares awarded upon joiningMedical benefits with HMO and PPO optionsAccess to comprehensive benefits information onlineIf you are a Wealth Advisor looking to take the next step in your career, apply now!#J-18808-Ljbffr
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