NewFinancial Advisor Northwestern MutualFinancial AdvisorFarmington, 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 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.
Financial Advisor - Salt Lake City Thrivent Financial for LutheransFinancial Advisor - Salt Lake CitySalt Lake City, UTThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
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 Solutions Advisor Registration Candidate - West Jordan Financial Center - Spanish Preferred Bank of America CorpFinancial Solutions Advisor Registration Candidate - West Jordan Financial Center - Spanish PreferredWest Jordan, UTBack to search results Financial Solutions Advisor Registration Candidate - West Jordan Financial Center - Spanish Preferred West Jordan, Utah Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Advisor - Utah Community Credit Union LPL Financial ServicesFinancial 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.
Financial Advisor – Utah Community Credit Union LPL FinancialFinancial Advisor – Utah Community Credit UnionSalt Lake, Utah$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.
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.
Associate Financial Relationship Advisor Wells Fargo & CoAssociate Financial 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. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Relationship Advisor Wells Fargo BankFinancial Relationship AdvisorSalt Lake, UtahThey 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. Support clients and provide financial advice and counsel consistent with client goals, risk tolerance, and investment needs, with a focus on prospective and existing Wells Fargo clients in a digital, corporate-office environment.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Salt Lake City, UTThis 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.
Financial Aid Advisor Unitek Learning IncFinancial Aid AdvisorProvo, UTThrough its family of institutions, including Unitek College of Nursing, Eagle Gate College, Provo College, Brookline College, and Unitek EMT, Unitek delivers career-focused education designed to help students build meaningful careers while addressing critical workforce needs across the healthcare industry. Through our Workforce Solutions segment, Unitek partners with hospitals and health systems to create sustainable talent pipelines and expand access to healthcare education through employer-based training and workforce development programs nationwide.
Tax Planning Advisor (EA Or Cpa) Capita Financial NetworkTax Planning Advisor (EA Or Cpa)Draper, UTAs 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. You'll 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.
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.
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.
Senior Wealth Advisor Columbia Banking System, Inc.Senior 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.
NewBlock Advisors Tax Advisor H&R Block IncBlock Advisors Tax AdvisorSALT LAKE CITY, UTYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Personal Financial Representative - UT AllstatePersonal Financial Representative - UTLincoln, UtahYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Wealth Management Advisor - Salt Lake City, UT Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Salt Lake City, UTSalt Lake City, UT$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
NewFinancial Operations Support eTeam Inc.Financial Operations SupportSouth Jordan, UT$23–$24 / hourThe Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** financial advisors and branch employees. -Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.