NewTax Advisor JobotTax AdvisorSalt Lake City, UTRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
Tax Planning Advisor (EA Or Cpa) Capita Financial NetworkTax Planning Advisor (EA Or Cpa)Draper, UTAs our tax practice grows-and depending on your interests and strengths-you may have the opportunity to support broader financial planning initiatives beyond tax, making this an ideal role for someone who enjoys continuous learning and wants to expand their expertise. You'll work directly with clients, partner with financial advisors on proactive tax planning, and have a meaningful voice in developing the processes, workflows, and client experience that will define our growing tax practice.
Tax Planning Advisor (EA or CPA) Capita Financial NetworkTax Planning Advisor (EA or CPA)Draper, UTYoull work directly with clients, partner with financial advisors on proactive tax planning, and have a meaningful voice in developing the processes, workflows, and client experience that will define our growing tax practice. As our tax practice grows-and depending on your interests and strengths-you may have the opportunity to support broader financial planning initiatives beyond tax, making this an ideal role for someone who enjoys continuous learning and wants to expand their expertise.
NewFinancial Advisor Northwestern MutualFinancial AdvisorFarmington, Utah$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Investment Portfolio Analyst Columbia BankInvestment Portfolio AnalystSalt Lake, ColoradoPerforms 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.
Investment Portfolio Analyst Columbia Banking System IncInvestment Portfolio AnalystSouth Jordan, UT$68,000–$110,000 / 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.
Associate Financial Relationship Advisor Wells Fargo & CoAssociate Financial Relationship AdvisorSALT LAKE CITY, UTThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Relationship Advisor Wells Fargo BankFinancial Relationship AdvisorSalt Lake, UtahThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Support clients and provide financial advice and counsel consistent with client goals, risk tolerance, and investment needs, with a focus on prospective and existing Wells Fargo clients in a digital, corporate-office environment.
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.
Admissions Advisor RNG GroupAdmissions AdvisorProvo, UTCreate a trusted advisor relationship with inquiries and expertly and efficiently move inquiries through the enrollment funnel, including acceptance of applications, confirmation of accepted students for enrollment, and ensuring all enrolled students become matriculated students. • Conduct high-energy, personalized campus tours and actively participate in all on-campus recruiting events — including information sessions and new student orientations — to inspire prospective students to envision their future with our client.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorSalt Lake City, UTThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorSalt Lake City, UTThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Financial Solutions Advisor - North Ogden Financial Center Bank of America CorpFinancial Solutions Advisor - North Ogden Financial CenterNorth Ogden, 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. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor Registration Candidate - West Jordan Financial Center - Spanish Preferred Bank of America CorpFinancial Solutions Advisor Registration Candidate - West Jordan Financial Center - Spanish PreferredWest Jordan, UTBack to search results Financial Solutions Advisor Registration Candidate - West Jordan Financial Center - Spanish Preferred West Jordan, Utah Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Advisor - Salt Lake City Thrivent Financial for LutheransFinancial Advisor - Salt Lake CitySalt Lake City, UTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor 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.
Wealth Advisor- Murray, UT Carson GroupWealth Advisor- Murray, UTMurray, UtahIf you are passionate about providing ï¬nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients ï¬rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
NewSenior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsLayton, UT2026 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Wealth Advisor - America First Credit Union LPL FinancialWealth Advisor - America First Credit UnionOrem, Utah$58,500–$70,000 / yearA 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 - America First Credit Union LPL Financial ServicesWealth Advisor - America First Credit UnionSaint 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.