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.
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 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.
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 - 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.
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.
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.
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 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.
Demand Planner Sportsman's Warehouse, Inc.Demand PlannerUTMaintain appropriate levels of product availability during promotional periods to maximize sales, create an excellent customer experience, and minimize residual product post promotion. They will drive the pre-season planning, allocation, and replenishment for a group of categories to ensure that the right product is in the right place at the right time to support the merchandising strategy.
Merchandise Planner CSC Generation Enterprise IncMerchandise PlannerCottonwood Heights, UTDemonstrated daily use of AI tools (Claude, ChatGPT, Copilot, Gemini, or similar) for real work-you iterate on prompts, evaluate outputs critically, and know when AI is the right tool vs. Forecast demand using historical data, market trends, and customer insights to drive accurate sales projections, inventory needs, and replenishment strategies.
Project Manager-Senior Planner National Experienced Workforce SolutionsProject Manager-Senior PlannerKanab, UtahRemoteBLM ESP Enrollees benefit from the opportunity to keep technical skills current; to access new training opportunities; to engage in gainful project-based positions; and to undertake meaningful tasks using their experience and talent to contribute to the environment, the national economy, and their own financial security. Minimum of 15 year(s) of experience in NEPA planning OR HS/GED Degree with minimum additional experience of 15 year(s) in Experience in NEPA plannings and interdisciplinary team work OR Previously completed training in Planning/NEPA.
Live Event / Trade Show Planners University of UtahLive Event / Trade Show PlannersSalt Lake City, UT$28–$31 / hourVP Area President Department 00842 - Rice-Eccles Stadium Location Campus City Salt Lake City, UT Type of Recruitment External Posting Pay Rate Range $28.00 - $31.00 DOE Close Date 08/21/2026 Priority Review Date (Note - Posting may close at any time) Job Summary. Open Date 05/21/2026 Requisition Number PRN45146B Job Title Live Event / Trade Show Planners Working Title Senior Event Manager Career Progression Track P00 Track Level P2 - Developing FLSA Code Nonexempt Patient Sensitive Job Code?
Sr. Merchandise Planner - HOKA DTC Deckers Outdoor CorpSr. Merchandise Planner - HOKA DTCUT$79,900–$107,800 / yearInterested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts, Minnesota, New York, Oregon, Pennsylvania, Texas, Utah, Washington. Join Deckers Brands as a Senior Merchandise Planner for HOKA DTC and play a key role in shaping the financial success of one of our fastest-growing brands.
Scheduler/Planner WSP Global IncScheduler/PlannerSouth Jordan, UT$110,000–$120,000 / yearWSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
NewPlant Operations/Maintenance Planner PacifiCorpPlant Operations/Maintenance PlannerUT$102,000–$140,250 / yearDevelop and deliver planned job packages, which include a clear scope definition, pertinent technical information, appropriate safety requirements, defined craft support, material availability, manpower and equipment requirements and constraints, tooling needs and cost estimates. PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability and diversity, equity and inclusion.
Senior Land Planner Clyde Companies IncSenior Land PlannerOrem, UTDescription: The Senior Land Planner is responsible for overseeing land planning and entitlement processes, coordinating with internal teams and consultants, and delivering viable, market-driven site plans. Job Responsibilities: Lead conceptual land planning and site design for master planned communities, residential, commercial, and mixed-use developments.
Senior Land Planner GWC CapitalSenior Land PlannerOrem, UtahFull timeThe Senior Land Planner is responsible for overseeing land planning and entitlement processes, coordinating with internal teams and consultants, and delivering viable, market-driven site plans. Lead conceptual land planning and site design for master planned communities, residential, commercial, and mixed-use developments .
Wave Planner AmeriCold Logistics LLCWave PlannerClearfield, UTMust be able to relate to other people beyond giving and receiving instructions: they must get along with co-workers without exhibiting behavioral extremes; perform work activities requiring reasoning, negotiating, instructing, persuading, or speaking with others; and respond appropriately to criticism from a supervisor. Primary Responsibility: Responsible for allocating orders, releasing work to warehouse floor, balancing workflow, and ensuring inbound and outbound truck turn times are within acceptable levels.
Sr Analyst, Planner/Buyer Roth Staffing CompaniesSr Analyst, Planner/BuyerDraper, Utah$37–$46.76 / hourSummary: The main function of a buyer is to purchase machinery, equipment, tools, parts, supplies or services necessary for the operation of an establishment. * Confer with staff, users, and vendors to discuss defective or unacceptable goods or services and determine corrective action.
Transit and Rail Planner/Engineer David Evans and Associates IncTransit and Rail Planner/EngineerSalt Lake City, UT$36.04–$46.73 / hourDeveloping of engineering drawings from: concept design in support of engineering and environmental studies to final design packages for agencies DEA works with; Duties would include but not limited to conceptual alignment design, footprint impacts, coordination with various disciplines in a transit corridor or facility, final design documents including specifications and estimate. Whether enhancing existing transportation networks or pioneering new mobility solutions, DEA's knowledge helps shape a future where safe, efficient, convenient, and accessible mobility leads the way for sustainable growth and improved quality of life in our communities.
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 - 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 - 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 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.
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.
Trust Services Officer America First Credit UnionTrust Services OfficerRoy, UTSkills and Abilities:• Must be a self-starter • Have drive for results • Excellent verbal and written communication skills• Must have proven member service skills• Proven accuracy and attention to detail• Proven organization and prioritization skills• The ability to multi-task complex issues• Must be able to work a flexible schedule as necessary. Preferred Qualifications:An additional, three to five years in the following fields strongly recommended:• Trust and real estate law• Accounting• Insurance The following certifications are strongly desired:• Certified Trust and Fiduciary Advisor• Certified Financial Analysis• Accredited Estate Planner• Certified Financial Planner.
NewSenior 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.
NewCustomer Service Specialist I - Savings Plans Utah Retirement SystemsCustomer Service Specialist I - Savings PlansSalt Lake City, UTPreferred qualifications: Call-center experience, industry certifications (Certified Financial Planner (CFP), Certified Employee Benefit Specialist (CEBS), Chartered Financial Consultant (ChFC), etc.), experience in retirement plans and/or IRA administration, and sales. Works on individually assigned projects such as editing or updating various departmental brochures or marketing materials, researching various retirement related topics, or responsibility for overseeing certain departmental processes.
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 - 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 - 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 - 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.
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.
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.
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.
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.
PWM Partner Private Wealth Advisor U.S. BankPWM Partner Private Wealth AdvisorSalt Lake, UtahIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
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.
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.
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.
Mortgage Loan Officer Security National Financial CorporationMortgage Loan OfficerSalt Lake City, UTKeep aware of all origination, processing, appraisal, underwriting, and closing requirements for both company and investor guidelines pertaining to both government insured and privately insured mortgages. The ideal candidate will demonstrate a strong understanding of economic and accounting principles, the financial market, and banking-and also have an innate ability to manage and lead.
PWM Partner Private Wealth Advisor U.S. BancorpPWM Partner Private Wealth AdvisorSalt Lake City, UT$98,175–$115,500 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
NewRemote AI-Powered Wealth Advisor Build Your Own Practice Savvy WealthRemote AI-Powered Wealth Advisor Build Your Own PracticeSalt Lake City, UTRemoteIdeal candidates have at least 10 years of advisory experience, a transferrable book of business, and possess a CFA or CFP certification. A financial services firm is seeking a Financial Advisor to build a client-first business through its innovative platform.