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.
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 Solutions Advisor - West Valley City Financial Center Bank of America CorpFinancial Solutions Advisor - West Valley City Financial CenterWest Valley City, UTKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
Financial Solutions Advisor - Utah North Market Bank of America CorpFinancial Solutions Advisor - Utah North MarketLayton, UTKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor - Utah North Market Layton, Utah; Salt Lake City, Utah; Ogden, Utah Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Planning Consultant - Salt Lake City, UT FidelityFinancial Planning Consultant - Salt Lake City, UTSalt Lake, UtahRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and income planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Personal Financial Counselor -Assignment Ready Counselor Utah Magellan Health IncPersonal Financial Counselor -Assignment Ready Counselor UtahUTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Salt Lake City, UT Magellan Health IncPersonal Financial Counselor - Salt Lake City, UTSalt Lake City, UTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Hill AFB, UT Magellan Health IncPersonal Financial Counselor - Hill AFB, UTUTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
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.
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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorLogan, UTFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteUTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Farm Bureau Financial ServicesFinancial AdvisorSandy, UT$72,000–$100,000 / yearAs a Financial Advisor with us, you'll have the opportunity to build meaningful relationships with clients, understand their unique aspirations, and craft personalized strategies to help them achieve their dreams. Farm Bureau Financial Services in Sandy, Utah, is looking for a dedicated and enthusiastic Financial Advisor to join our growing team.
Financial Advisor Internship Northwestern MutualFinancial Advisor InternshipOgden, UTAt Northwestern Mutual Ogden , we are looking for ambitious and coachable college students who want to challenge themselves professionally while learning how successful advisors build long-term relationships, grow businesses, and serve clients at a high level. If you are looking for an internship that provides real business exposure, leadership development, mentorship, and professional growth inside a competitive and growth-focused environment, apply today to join Northwestern Mutual Ogden.
Financial Advisor – Utah Community Credit Union LPL FinancialFinancial Advisor – Utah Community Credit UnionSalt Lake, UtahThis employment opportunity at TruStage located at Utah Community Credit Union in Salt Lake City, UT would allow you to join Utah Community Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Utah Community Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - Utah Community Credit Union LPL Financial Holdings IncFinancial Advisor - Utah Community Credit UnionSalt Lake City, UT$70,000–$175,000 / yearThis employment opportunity at TruStage located at Utah Community Credit Union in Salt Lake City, UT would allow you to join Utah Community Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Utah Community Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
NewMerrill Advisor Development Program - Financial Advisor: St. George, UT Bank of America CorpMerrill Advisor Development Program - Financial Advisor: St. George, UTSaint George, UTOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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.
Certified Bridge Inspection Team Leader WSP Global IncCertified Bridge Inspection Team LeaderSouth Jordan, UT$103,000–$160,000 / yearIn this role, you will lead NBIS/NTIS inspections of bridges, tunnels, ancillary structures, and other transportation structure and deliver high quality technical documentation and reports that support our clients' infrastructure programs. 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.
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.
Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstateSalt Lake City, UT$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
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.
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.
Tax Senior, Private Equity Deloitte Touche Tohmatsu LtdTax Senior, Private EquitySalt Lake City, UT$74,925–$153,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxUT$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsUT$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsUT$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Provo, UT JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Provo, UTProvo, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Orem, UT JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Orem, UTOrem, 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.
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.
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 - 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 - St George, UT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - St George, UTSaint George, 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 - Provo, UT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Provo, UTProvo, 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.
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.
NewRegional Sales Director Morningstar Credit Ratings, LlcRegional Sales DirectorSalt Lake City, UT$260,100–$468,175 / yearAs a Regional Sales Director, you will join a team of data‑driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered Investment Advisors (RIAs). Overview The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world‑class investment products and technology solutions to advisors, individuals, and the businesses who serve them.
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.
Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthSalt Lake City, UTRemote$85,000–$100,000 / yearWe 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. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
NewWealth Advisor - Downtown Salt Lake City Zions BancorporationWealth Advisor - Downtown Salt Lake CitySalt Lake City, UTAt Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:Retail BankersCommunity/Business BankersPrivate BankersCommercial BankersInvestment Management Portfolio Managers/Advanced Planning ProfessionalsAs a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Primary 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.
Manager, Business Management Account Management (Music & Touring) Armanino McKenna LLPManager, Business Management Account Management (Music & Touring)Salt Lake City, UT$88,300–$120,200 / yearMinimum of 6 years of accounting or business management experience, including experience supporting music industry clients, touring artists, entertainers, or other complex multi-entity clients. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.
Investment Management Consultant II - Salt Lake City, UT FidelityInvestment Management Consultant II - Salt Lake City, UTSalt Lake, UtahRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
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.
M Key Account Manager Manulife Financial CorpM Key Account ManagerUTRemote$60,000–$100,000 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.
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.
Assistant Director - Planned Giving Utah Valley UniversityAssistant Director - Planned GivingOrem, UT$55,141–$64,871 / yearFamiliarity with financial concepts and philanthropic vehicles relevant to charitable giving, including tax implications, asset-based donations (such as real estate and securities), business ownership structures, and giving methods like IRA qualified charitable distributions, donor-advised funds, charitable gift annuities, bequests, and beneficiary gifts. Graduation from an accredited institution with a bachelor's degree in one of the following fields: Accounting, Finance, Financial Planning, Business, Communication, Public Relations, Marketing, or a closely related discipline; and one year of experience related to the summary of duties.