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.
Chief Financial Officer (CFO)/Director of Finance Kirton McConkie PCChief Financial Officer (CFO)/Director of FinanceSalt Lake City, UTFull timeThe CFO/Director of Finance will lead and manage the accounting department, providing executive oversight of financial reporting, budgeting and forecasting, cash management, internal controls, banking relationships, tax coordination, shareholder compensation, and all other financial operations. The CFO/Director of Finance reports to the Director of Administration (COO).Qualifications· Minimum of seven to ten years of progressive experience in finance, accounting, and financial management, with demonstrated success in a senior leadership capacity.·
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 Advisor – Utah Community Credit Union LPL FinancialFinancial Advisor – Utah Community Credit UnionSalt Lake, Utah$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.
NewFinancial 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.
Financial Advisor Northwestern MutualFinancial AdvisorFarmington, Utah$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Planning Consultant - Salt Lake City, UT FidelityFinancial Planning Consultant - Salt Lake City, UTSalt Lake, UtahRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and income planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
NewPersonal Financial Counselor - Hill Afb, UT Magellan Health ServicesPersonal Financial Counselor - Hill Afb, UTHill Air Force Base, UTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Consultant ll TIAAFinancial Consultant llSalt Lake, Utah$72,700–$95,500 / yearCareer Level 7ICRelated SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Personal Financial Counselor -Assignment Ready Counselor Utah Magellan Health Services, Inc.Personal Financial Counselor -Assignment Ready Counselor UtahSalt Lake City, UTFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Consultant ll Teachers Insurance and Annuity Association of America (TIAA)Financial Consultant llSalt Lake City, UT$72,700–$95,500 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Personal Financial Counselor - Salt Lake City, UT Magellan Health IncPersonal Financial Counselor - Salt Lake City, UTSalt Lake City, UTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewPersonal Financial Counselor - Hill AFB, UT Magellan Health IncPersonal Financial Counselor - Hill AFB, UTUTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Salt Lake City, UTThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateSalt Lake City, UtahGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Personal Financial Counselor -Assignment Ready Counselor Utah Magellan Health IncPersonal Financial Counselor -Assignment Ready Counselor UtahUTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Construction Surety Underwriter / Financial Analyst (Associate Account Executive) The Travelers Companies IncConstruction Surety Underwriter / Financial Analyst (Associate Account Executive)Salt Lake City, UT$70,400–$116,200 / yearFoster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
Financial Aid Counselor University of UtahFinancial Aid CounselorSalt Lake City, UT$50,000–$51,916 / yearBachelor's Degree in Business, Humanities, Social and Behavioral Science, or a related area, or equivalency (one year of education can be substituted for two years of related work experience); a minimum of one year of experience in counseling, budgeting, public relations, or computer technology; and demonstrated human relations and effective communications skills required. Effectively advances processing and service workloads including delivery of services and processing; adjusts accordingly to ensure balanced, timely, accurate, well-documented, equitable, and inclusive services and processing within benchmarks established by supervisor and/or office management team.
NewAssociate, Deal Services CliftonLarsonAllen LLPAssociate, Deal ServicesSalt Lake, UtahCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. This role performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger & acquisition activity.
Financial Customer Associate - Salt Lake City FidelityFinancial Customer Associate - Salt Lake CitySalt Lake, UtahRemoteCustomer Service 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. If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site.