Financial Advisor Northwestern MutualFinancial AdvisorLogan, 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.
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.
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.
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 - Lehi, Utah (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lehi, Utah (including surrounding areas)Lehi, 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 - 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 - 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.
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.
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.
NewInvestment Management Consultant II - Salt Lake City, UT FidelityInvestment Management Consultant II - Salt Lake City, UTSalt Lake, UtahRemoteSalesPlease 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 Compliance Officer - Market, Liquidity & Wealth Risk Management - Salt Lake City, Houston or Charlotte Zions Bancorporation NAInvestment Compliance Officer - Market, Liquidity & Wealth Risk Management - 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.
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, UTp>We 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 Analyst Diversify IncInvestment AnalystSandy, UTp>About the Position: The Investment Analyst is a key role on the fast-growing Diversify Asset Management team, which provides institutional-quality, multi-asset-class investment solutions spanning equity, fixed income, and alternative investments. We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve their clients effectively.
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.
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.
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.
NewFinancial 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.
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.
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.
KPB Lead Institutional Advisor KeyCorpKPB Lead Institutional AdvisorSalt Lake City, UT$116,000–$216,000 / yearThe Advisor partners with the IA Investment Team on portfolio construction and investment solution delivery, collaborates with local Key Private Bank (KPB) markets to execute IA strategy, and works with Specialized Services and Philanthropic Consultants to address specific client needs. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Wealth Advisor - America First Credit Union LPL FinancialWealth Advisor - America First Credit UnionSalt Lake, Utah$58,500–$70,000 / yearThis exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.This role will require the employee to work on-site at the local bank branch located in Salt Lake City, UT. 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.Adjunct Teaching - Finance Dept - Finance Brigham Capital Advisor Brigham Young University IncAdjunct Teaching - Finance Dept - Finance Brigham Capital AdvisorProvo, UTTo this end, please include a one-page mission alignment statement as part of your application that addresses how you might, as a BYU faculty member: (1) live a life of loyalty to Jesus Christ and His restored Church and align yourself with doctrine and teachings declared by living prophets, seers, and revelators; (2) demonstrate intentionality in building faith in Jesus Christ and testimony of His restored gospel among students and others in the BYU community; and (3) teach your subject matter with the Spirit of God and strive to keep it "bathed in the light and color of the restored gospel" (Spencer W. If you are not a member of the Church of Jesus Christ of Latter-day Saints: Applicants who are not members of The Church of Jesus Christ of Latter-day Saints include a one-page mission alignment statement that describes understanding of and commitment to the Mission of Brigham Young University and the AIMS of a BYU Education.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 - Salt Lake City Zions Bancorporation NAWealth Advisor - Salt Lake CitySalt Lake City, UTp>Primary 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.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.Centralized Wealth Advisor - Salt Lake City or Houston Zions Bancorporation NACentralized Wealth Advisor - Salt Lake City or HoustonSalt Lake City, UTli>Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through referrals. 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.Advisor IT Application Services Enbridge IncAdvisor IT Application ServicesSalt Lake City, UT$85,000–$120,000 / yearp>Physical Requirements include but are not limited to: Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, typing, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement and the ability to sit at a computer for long periods of time. Enbridge's FlexWork (hybrid work model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or have flexible start and end times.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.Advisor TIS Network Planning Enbridge IncAdvisor TIS Network PlanningSalt Lake City, UT$80,500–$110,000 / yearp>You will provide deep technical leadership across projects and operations, parting with business leaders, IT teams, and vendors to design scalable solutions, resolve complex network challenges, and continuously improve how services are delivered. As a member of the TIS Network Services team, the Advisor TIS Network Planning is accountable for the delivery, optimization, and ongoing support of business critical, enterprise-wide network and telecommunications infrastructure.AI Innovation Advisor Kirkland & Ellis LLPAI Innovation AdvisorSalt Lake City, UT$153,000–$191,000 / yearli>Design 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, UTp>In 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.Retirement Plan Advisor IMA Financial GroupRetirement Plan AdvisorSalt Lake City, UT$100,000–$125,000 / yeardiv class="content-pay-transparency">Salary Range$100,000—$125,000 USDCompensation & Benefits. Our 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.Seasonal Energy Advisor, Residential Energy Tesla IncSeasonal Energy Advisor, Residential EnergyDraper, UTli>1+ 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.NewAccount Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesSalt Lake City, UT$55,000–$115,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.Centralized Planning Team Analyst - Internal Candidates Only Capita Financial NetworkCentralized Planning Team Analyst - Internal Candidates OnlyDraper, UTp>Who You Are: A strategic thinker who enjoys working through ambiguous, multi-faceted planning problems Technically proficient and eager to leverage software and data to deliver better client outcomes A clear, confident communicator who can translate complexity into actionable guidance Someone who takes pride in accuracy, thoroughness, and doing the right thing for clients Energized by collaboration, you thrive alongside advisors and colleagues. In this role, you will partner directly with financial advisors to support complex household planning engagements, collaborate with our tax division, and help build and maintain the internal tools and processes that power the Capita Experience.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.NewClient 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.Client Delivery Advocate - Analyst iCapitalClient Delivery Advocate - AnalystSalt Lake City, UT$62,000–$70,000 / yearli>Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.Annuity Sales Specialist, NFG Cetera Financial Group IncAnnuity Sales Specialist, NFGMidvale, UT$50,000–$65,000 / yearp>The position requires strong consultative skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, unbiased product guidance and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.Customer Operations Specialists SlantCustomer Operations SpecialistsLehi, UtahThere is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. At Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar.Client Delivery Advocate - Analyst Institutional Capital Network IncClient Delivery Advocate - AnalystSalt Lake City, UT$62,000–$70,000 / yearli>Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.Customer Success Manager SlantCustomer Success ManagerLehi, UtahThere is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. Collaborate with sales and support - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together .Account Executive SlantAccount ExecutiveLehi, UtahThere is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. We prioritize building beautiful, usable, powerful software, and we do the same for a buying process that is customer-focused, easy for buyers, and sets the stage for using a great product.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.12Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesAsset Manager Jobs
Adjunct Teaching - Finance Dept - Finance Brigham Capital Advisor Brigham Young University IncAdjunct Teaching - Finance Dept - Finance Brigham Capital AdvisorProvo, UTTo this end, please include a one-page mission alignment statement as part of your application that addresses how you might, as a BYU faculty member: (1) live a life of loyalty to Jesus Christ and His restored Church and align yourself with doctrine and teachings declared by living prophets, seers, and revelators; (2) demonstrate intentionality in building faith in Jesus Christ and testimony of His restored gospel among students and others in the BYU community; and (3) teach your subject matter with the Spirit of God and strive to keep it "bathed in the light and color of the restored gospel" (Spencer W. If you are not a member of the Church of Jesus Christ of Latter-day Saints: Applicants who are not members of The Church of Jesus Christ of Latter-day Saints include a one-page mission alignment statement that describes understanding of and commitment to the Mission of Brigham Young University and the AIMS of a BYU Education.
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 - Salt Lake City Zions Bancorporation NAWealth Advisor - Salt Lake CitySalt Lake City, UTp>Primary 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.
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.
Centralized Wealth Advisor - Salt Lake City or Houston Zions Bancorporation NACentralized Wealth Advisor - Salt Lake City or HoustonSalt Lake City, UTli>Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through referrals. 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.
Advisor IT Application Services Enbridge IncAdvisor IT Application ServicesSalt Lake City, UT$85,000–$120,000 / yearp>Physical Requirements include but are not limited to: Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, typing, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement and the ability to sit at a computer for long periods of time. Enbridge's FlexWork (hybrid work model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or have flexible start and end times.
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.
Advisor TIS Network Planning Enbridge IncAdvisor TIS Network PlanningSalt Lake City, UT$80,500–$110,000 / yearp>You will provide deep technical leadership across projects and operations, parting with business leaders, IT teams, and vendors to design scalable solutions, resolve complex network challenges, and continuously improve how services are delivered. As a member of the TIS Network Services team, the Advisor TIS Network Planning is accountable for the delivery, optimization, and ongoing support of business critical, enterprise-wide network and telecommunications infrastructure.
AI Innovation Advisor Kirkland & Ellis LLPAI Innovation AdvisorSalt Lake City, UT$153,000–$191,000 / yearli>Design 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, UTp>In 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.
Retirement Plan Advisor IMA Financial GroupRetirement Plan AdvisorSalt Lake City, UT$100,000–$125,000 / yeardiv class="content-pay-transparency">Salary Range$100,000—$125,000 USDCompensation & Benefits. Our 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.
Seasonal Energy Advisor, Residential Energy Tesla IncSeasonal Energy Advisor, Residential EnergyDraper, UTli>1+ 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.
NewAccount Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesSalt Lake City, UT$55,000–$115,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Centralized Planning Team Analyst - Internal Candidates Only Capita Financial NetworkCentralized Planning Team Analyst - Internal Candidates OnlyDraper, UTp>Who You Are: A strategic thinker who enjoys working through ambiguous, multi-faceted planning problems Technically proficient and eager to leverage software and data to deliver better client outcomes A clear, confident communicator who can translate complexity into actionable guidance Someone who takes pride in accuracy, thoroughness, and doing the right thing for clients Energized by collaboration, you thrive alongside advisors and colleagues. In this role, you will partner directly with financial advisors to support complex household planning engagements, collaborate with our tax division, and help build and maintain the internal tools and processes that power the Capita Experience.
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.
NewClient 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.
Client Delivery Advocate - Analyst iCapitalClient Delivery Advocate - AnalystSalt Lake City, UT$62,000–$70,000 / yearli>Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.
Annuity Sales Specialist, NFG Cetera Financial Group IncAnnuity Sales Specialist, NFGMidvale, UT$50,000–$65,000 / yearp>The position requires strong consultative skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, unbiased product guidance and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.
Customer Operations Specialists SlantCustomer Operations SpecialistsLehi, UtahThere is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. At Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar.
Client Delivery Advocate - Analyst Institutional Capital Network IncClient Delivery Advocate - AnalystSalt Lake City, UT$62,000–$70,000 / yearli>Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.
Customer Success Manager SlantCustomer Success ManagerLehi, UtahThere is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. Collaborate with sales and support - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together .
Account Executive SlantAccount ExecutiveLehi, UtahThere is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. We prioritize building beautiful, usable, powerful software, and we do the same for a buying process that is customer-focused, easy for buyers, and sets the stage for using a great product.
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.