Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate Morgan StanleyUltra High Net Worth Executive Financial Services Rule 10b5-1 Strategy AssociateSandy, UtahOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Department.
Senior Associate, Risk Consulting - Financial Services RSMSenior Associate, Risk Consulting - Financial ServicesSalt Lake, New Yorkp/>In the Financial Services Risk, Compliance, and Internal Audit Practice we frequently work as or alongside a client’s internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, lender field examination teams and various other members of management tasked with managing risk. As a senior associate in RSM’s growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorKaysville, 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.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateUT$77,000–$214,000 / yearp>A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Merrill Advisor Development Program - Financial Advisor: Utah Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Utah MarketSalt Lake City, 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. Back to search results Merrill Advisor Development Program - Financial Advisor: Utah Market Salt Lake City, Utah; Provo, Utah Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - Midvale, UTMidvale, UtahAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorLayton, UTp>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteUTRemote$24.03–$26.44 / hourp>Successful 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.
Associate Financial Relationship Advisor Wells Fargo & CoAssociate Financial Relationship AdvisorUTThey 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.
Wealth Management Client Account Services Associate - Salt Lake City Zions Bancorporation NAWealth Management Client Account Services Associate - Salt Lake CitySalt Lake City, UTResponsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing. Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.
NewRegistered Client Service Associate (Cottonwood Heights, UT) Raymond James Financial IncRegistered Client Service Associate (Cottonwood Heights, UT)Cottonwood Heights, UTThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Financial Advisor Northwestern MutualFinancial AdvisorFarmington, Utah$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesUTp>This role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
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.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Salt Lake City Merrill Office Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Salt Lake City Merrill OfficeSalt Lake City, UTThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. Job Description:As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Senior Wealth Management Client Account Services Associate - SLC Zions Bancorporation NASenior Wealth Management Client Account Services Associate - SLCSalt Lake City, UTThis role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
National Account Manager - Financial Advisors 401GO IncNational Account Manager - Financial AdvisorsUTThe NAM serves as the primary point of contact for each home office, driving product placement, platform integrations, sales enablement, and long-term partnership growth. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future.
Financial Advisor Internship Northwestern MutualFinancial Advisor InternshipFarmington, UTp>At Northwestern Mutual Farmington, 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 Farmington.
NewSenior Client Relationship Coordinator (Cottonwood Heights, UT) Raymond James Financial IncSenior Client Relationship Coordinator (Cottonwood Heights, UT)Cottonwood Heights, UTThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
NewWealth Service Associate - Salt Lake City Zions Bancorporation NAWealth Service Associate - Salt Lake CitySalt Lake City, UTli>Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing. Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.
DEPUTY FINANCIAL MANAGER (TEMP) (TITLE 5) United States ArmyDEPUTY FINANCIAL MANAGER (TEMP) (TITLE 5)Draper, UT$89,508–$116,362 / yearThe following qualification factors are applicable to the expert positions: Skilled in collecting and analyzing data effectively, efficiently, and accurately; Ability to plan, direct, and coordinate difficult and complex programs; Ability to develop, apply, and adjust financial plans and policies to attain agency objectives; Ability to select, develop, and supervise a subordinate staff; Ability to establish and maintain effective working relationships, not only with subordinate staff, but with all levels of key management officials, the latter particularly requiring the exercise of tact, ingenuity, and resourcefulness; Ability to make oral and written presentations in a clear and concise manner; Ability to apply a high level of sound and independent judgment in the solution of financial problems and in the administration of a financial management program; A broad knowledge of agency operating programs; A broad knowledge of and ability to utilize principles, methods, techniques, and systems of financial management. Ability to clearly enunciate English without impediment of speech that would interfere or prohibit effective communication; Ability to write English in reports and presentation formats; Ability to communicate clearly and effectively; Skilled in training, mentoring, and problem solving; and, Skilled in applying procedures and directives by reading and interpreting program material.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSalt Lake City, UTOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix National Bank of ArizonaSenior Wealth Service Associate - SLC, Boise, Houston or PhoenixSalt Lake City, UTThis role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorProvo, UTEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-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.
Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix Zions Bancorporation NASenior Wealth Service Associate - SLC, Boise, Houston or PhoenixSalt Lake City, UTThis role supports multiple Wealth Advisors and acts as a subject‑matter expert within the team by independently executing complex service activities, optimizing workflows, and improving operational efficiency. Strong proficiency with office and wealth management technology applications; advanced ability to learn and optimize tools such as Salesforce FSC, data analytics solutions, workflow systems, and Copilot.
Admin Manager, Centralized LPL Financial Holdings IncAdmin Manager, CentralizedUT$75,190–$125,248 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewClient Service Associate AmeripriseClient Service AssociateMidvale, Utahli>Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
Director, Business Development NWPS Raymond James Financial IncDirector, Business Development NWPSUT$100,000–$130,000 / yearp>Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
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.
AVP, Regional Administrative Manager LPL Financial Holdings IncAVP, Regional Administrative ManagerUTp>Core Competencies: • Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations • Strong customer focus, excellent verbal and written communication skills, and extremely organized • Strong analytical, strategic planning skills and relationship management skills • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment. The Branch Administrative Manager will provide support to employee affiliation offices and teams, including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.
Client Service Assoicaite Ameriprise Financial IncClient Service AssoicaiteSalt Lake City, UTActivities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Institutional Portfolio Monitoring - Associate Morgan StanleyInstitutional Portfolio Monitoring - AssociateSouth Jordan, Utahp/>Institutional Portfolio Monitoring Risk (IPMR) monitors client IPSs under Wealth Management Institutional Client Segment Risk using cloud based SAAS and other internal technology solutions to monitor portfolios under a systemic model and escalates portfolio variances to portfolio managers and their supervisors for action and correction. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Remote Customer Sales Associate Legacy Harbor AdvisorsRemote Customer Sales AssociateOrem, UTRemoteFull timeThis remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team.
Product Specialist JumpProduct SpecialistDraper, Utahwas launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.
J.P. Morgan Wealth Management - Private Client Advisor - Salt Lake City, Utah (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Salt Lake City, Utah (including surrounding areas)UTThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Lehi, Utah (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lehi, Utah (including surrounding areas)Orem, UTThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
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 - 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 - 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.
Tax Associate (Wealth Management Clients) Capita Financial NetworkTax Associate (Wealth Management Clients)Draper, UTp>Prepare and file individual and business federal and state tax returns accurately and on time Provide strategic tax planning throughout the year in coordination with advisors Identify opportunities to connect clients with Capitas broader financial planning services Coordinate with financial advisors and planners to ensure tax work aligns with each clients overall financial goals Respond to IRS and state notices on behalf of clients Maintain current knowledge of tax laws and best practices Contribute to building and improving internal tax preparation processes and documentation. Clients receive accurate, on-time filings paired with a clear understanding of how their tax situation fits into their broader financial plan Client relationships are strong, with proactive communication throughout the year Advisors have a reliable tax partner who enhances their client conversations IRS or state notices are resolved professionally with clear updates to clients Capitas tax processes continue to improve and run smoothly through each season Clients are introduced to additional Capita services that fit their needs, driving referral growth.
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.
Mortgage Advisor 3 Cyprus Credit UnionMortgage Advisor 3West Jordan, UTAs a Mortgage Advisor III, you will originate residential mortgage loans while developing and maintaining strong relationships with Realtors, builders, financial professionals, and community partners. This is an opportunity for a motivated mortgage professional who thrives on building relationships, growing a referral network, and helping members achieve homeownership through exceptional service and trusted financial guidance.
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.
NewVP, Business Development OsaicVP, Business DevelopmentSalt Lake City, UTRemote$100,000–$125,000 / 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. Daily, conduct research and prospecting activities, set discovery meetings, run home office visits and other virtual presentations, work with internal team members to oversee due diligence actions, negotiate deals, and close new business.
Risk Consulting Senior Associate - Lender Due Diligence RSM US LLPRisk Consulting Senior Associate - Lender Due DiligenceUT$46–$68 / hourIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
Channel Sales Manager, Salesforce - FSI Deloitte Touche Tohmatsu LtdChannel Sales Manager, Salesforce - FSIUT$124,700–$229,500 / yearCSMs, working closely with Sales Executives (SEs), Principals, and Managing Directors, focus on developing trusted relationships with Salesforce Sales teams, Partner Alliance teams and Go-To-Market teams. CSMs will need to have strong networking skills, great sales instincts, Financial Services industry knowledge, outstanding communication skills, and the ability to work in a fast-paced environment across a matrixed organization.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsUT$78,675–$160,750 / yearp>Within 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.