NewRising Multifamily Investment Advisor (Commission-Driven) MMG Real Estate AdvisorsRising Multifamily Investment Advisor (Commission-Driven)Salt Lake City, UTMMG Real Estate Advisors, based in Salt Lake City, is hiring a Multifamily Investment Sales Advisor for recent graduates and early-career professionals eager to build a long-term career in investment sales. Key responsibilities include prospecting multifamily owners, underwriting analysis, and assisting with transaction coordination.
NewWealth Advisor Boutique RecruitingWealth AdvisorSalt Lake City, UTPosition Title Wealth AdvisorOverview This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Salt Lake City. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning.
NewTax 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.
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.
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 - 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 - 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 - 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 - 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 - 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 - 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.
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.
Investment Portfolio Analyst Columbia Banking System IncInvestment Portfolio AnalystSouth Jordan, UT$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake City The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Investment Strategy Group, Analyst - Salt Lake CitySalt Lake City, UTWe are looking for: Bachelors degree required Interest in or professional experience working on estate planning solutions involving trusts Solid Excel and PowerPoint skills Excellent communication skills, especially the ability to explain complex technical concepts in simple terms Strong interpersonal skills and a passion to engage with clients Attention to detail, patience, and ability to handle multiple concurrent projects Collaborative and teamwork-oriented Independent, logical, and critical thinking, with the willingness to constantly think outside of the box SIE, Series 7 and 63 required (must be obtained within three months of employment). The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management's high-net-worth clients with efficient wealth transfer.
Investment Compliance Officer - Salt Lake City, Houston or Charlotte Zions Bancorporation NAInvestment Compliance Officer - Salt Lake City, Houston or CharlotteSalt Lake City, UTA Risk & Compliance Officer within MLW provides leadership, analytical skills, and innovative thinking necessary to not only carry out existing risk monitoring frameworks and compliance program but also to enhance and improve existing programs and challenge business line assertions and assessments. This individual contributor role ensures the Bank's activities comply with applicable laws, regulations, and internal risk management frameworks, while supporting effective governance, risk assessments, monitoring/testing, and regulatory change management.
NewInvestment Portfolio Analyst Columbia BankInvestment Portfolio AnalystSouth Jordan, UT$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. + Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
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. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
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.
Merrill Financial Solutions Advisor (Partially Licensed) - Utah Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed) - Utah MarketSalt LakeKey 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. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
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.
Merrill Advisor Development Program - Financial Advisor: Utah Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Utah MarketSalt LakeEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.
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 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 Relationship Advisor Wells Fargo & CoFinancial 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. In this role, you will: Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities.
Financial Solutions Advisor Registration Candidate - Farmington Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Farmington Financial CenterFarmington, UTThis 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. 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.
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.
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.
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.
NewWealth Advisor - America First Credit Union LPL Financial Holdings IncWealth Advisor - America First Credit UnionSt. George, UT$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
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.
Centralized Wealth Advisor - Salt Lake City or Houston Zions Bancorporation NACentralized Wealth Advisor - Salt Lake City or HoustonSalt Lake City, UTZions 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. You will partner closely with retail banking teams to expand client relationships, while delivering holistic financial planning and investment guidance via video and phone.
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.
Senior Compliance Specialist (Ensign Peak Advisors) Church of Jesus Christ of Latter-day SaintsSenior Compliance Specialist (Ensign Peak Advisors)Salt Lake City, UTFrom the IT professional who develops an app that sends the gospel message worldwide, to the facilities manager who maintains our buildings giving Church members places to worship, teach, learn, and receive sacred ordinancesour employees seek innovative ways to share the gospel of Jesus Christ with the world. In support of the Churchs global mission, Ensign Peak Advisors manages the financial reserves of the Church and provides cash management services to fund Church operations.
NewRetirement Plan Advisor IMA Financial GroupRetirement Plan AdvisorSalt Lake City, UT$100,000–$125,000 / yearOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
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.
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.
Private Client Advisor Columbia Banking System IncPrivate Client AdvisorSouth Jordan, UT$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Private Client Advisor Columbia BankPrivate Client AdvisorSouth Jordan, UT$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
NewSr Principal Ethics Compliance Advisor Northrop Grumman CorpSr Principal Ethics Compliance AdvisorRoy, UT$106,800–$160,200 / yearIn addition to training, the Advisor partners with Corporate Communications to create monthly ethics and compliance messaging and campaigns, and produces presentations, brochures, and knowledge articles for employees at every level, ensuring all materials are consistently branded, accessible, and culturally relevant. The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate''s experience, education, skills and current market conditions.
AI Innovation Advisor Kirkland & Ellis LLPAI Innovation AdvisorSalt Lake City, UT$153,000–$191,000 / yearDesign and execute testing protocols, including prompt engineering, output benchmarking, and iterative attorney-driven refinement, while maintaining structured decision logs that capture each workflow's task requirements, prompt logic, validation criteria, failure modes, and platform constraints with sufficient specificity to reconstruct workflows on future infrastructure. Embed within litigation and transactional practice groups to document current-state workflows with sufficient specificity to drive enhanced design translating attorney tasks and needs into scoped requirements and flagging opportunities to leverage existing builds or address known failure points.
Advisor - Business Improvement and Integration Immersive TechnologiesAdvisor - Business Improvement and Integrationsalt lake city, UTIn this role, you will work closely with operational teams to deliver measurable business outcomes through simulation-based training, workforce development programs, and continuous improvement initiatives. To enable our clients to achieve operational excellence and workforce performance goals by designing, implementing, and optimizing simulator-based training and improvement initiatives aligned with their business objectives.
NewSenior Managed Accounts Advisor Fidelity InvestmentsSenior Managed Accounts AdvisorSalt Lake City, UTFidelity Investments Inc. is seeking an Investment Management Consultant II responsible for managing complex managed account sales and enhancing customer experience. The ideal candidate has a bachelor's degree and FINRA Series 7 & 66 licenses, along with at least four years in the financial services industry.
Digital Marketing Advisor Asbury Automotive Group IncDigital Marketing AdvisorDraper, UTManages all aspects of dealership retail websites from aesthetics to functionality on mobile and desktop with guidance from Regional Digital Manager as well as maintain a full-service support structure for the websites you manage including quality assurance auditing, troubleshooting any site errors regarding pricing, inventory, and 3rd party plugins. The Digital Marketing Advisor Specialist is to create, customize and manage the dealerships website including the appearance, functionality, postings, on-line specials and incentives.
Seasonal Energy Advisor, Residential Energy Tesla IncSeasonal Energy Advisor, Residential EnergyDraper, UT1+ years of full sales lifecycle or project management experience in a quota-driven environment (B2C preferred), proven track record of managing high-volume pipelines and meeting aggressive targets. You will act as the bridge between customer expectations and Tesla's cross-functional teams (Design, Engineering, Permitting, Installation), ensuring a frictionless hand-off and a superior customer experience.
Regional Sales Director Morningstar IncRegional Sales DirectorUT$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). 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.
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.
Director, Business Development NWPS Raymond James Financial IncDirector, Business Development NWPSUT$100,000–$130,000 / yearJob 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.
NewRegulatory and Compliance - Assistant Vice President iCapitalRegulatory and Compliance - Assistant Vice PresidentSalt Lake City, UT$85,000–$110,000 / yearEmployees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). This role will assist with a variety of international offerings activities, both at the firm level and for investment vehicles as well as conduct compliance marketing materials review on a wide variety of communications.
Client Service Manager Merit Financial AdvisorsClient Service ManagerAmerican Fort, UTBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.