Associate Financial Advisor

2 weeks ago


South Jordan, United States B.O.S.S. Retirement Solutions Full time

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. 

The Associate Advisor is part of a team that directly manages a defined portfolio of clients. Interactions will largely be remote through telephone and electronic communications for sales and servicing. This position will conduct annual reviews and proactively follow through with sales opportunities while providing superior client service.

 Duties include, but are not limited to:

 New Clients

·     Provide direct support through the preparation of documents for 1st, 2nd and 3rd meetings and delivery of placement documents, including the Blueprint, for clients.

·     Follow the company’s systems and processes requirements, including reviewing all documentation before being sent to the processing team.

·     Provide outstanding client experience by routinely engaging with and following up with clients during the on-boarding journey to ensure they are well informed and agree with recommendations and actions.

·     Execution of instructions from Retirement Advisor, including requests for transactions sent to the processing team, annuity documentation and other investment work instructed by the Retirement Advisor.


Ongoing Client Servicing

·     Conducts annual reviews for all clients assigned to their portfolio, utilizing the firms developed process and approach, including updating the Blueprint. 

·     Central support for back book opportunities of some clients to reach out to gauge if interest in meeting with advisors

·     Client annual reviews 

·     Execute client transactions for advisor teams

Critical Competencies

·      Excellent written and verbal communication skills.

·      Proven customer service skills.

·      Ability to develop, manage, and retain strong client and internal relationships

·      Proficient in Microsoft Office and understand Mac IOS.

Minimum Qualifications:

·     Bachelor’s degree preferred

·     2 + years of financial services experience with an emphasis on sales

·     Utah Life and Health Licensed required

·     Series 65 required (Or 7/66 combo)

$75,000 Base Salary plus Commissions



  • South Jordan, United States B.O.S.S. Retirement Solutions Full time

    The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. The Associate Advisor is part of a team that directly manages a defined portfolio of...


  • South Jordan, United States The ODP Corporation Full time

    Overview At Office Depot Inc., the Services Advisor is a part-time role, providing “total solutions” to our customers encompassing Technology, Services, Furniture and Print offerings. The associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing training of Technology products/services and print...

  • Financial Aid Advisor

    3 weeks ago


    South Holland, United States South Suburban College Full time

    Salary: $43,025.00 Annually Location : 15800 S. State Street, South Holland Job Type: Full-time Support Staff Job Number: 00188 Department: Financial Aid Opening Date: 04/19/2024 Description Under the supervision of the Director of Financial Aid, the Financial Aid Advisor will provide assistance, determine eligibility and process approved Federal Financial...


  • South Rockwood, United States Bank of America Full time

    Senior Financial Solutions Advisor - Southern NJ, PA, OH Region page is loaded Senior Financial Solutions Advisor - Southern NJ, PA, OH Region Apply locations Monroe Township Bethlehem Northfield Englishtown Philadelphia time type Full time posted on Posted 5 Days Ago job requisition id 24018141 Job Description: At Bank of America, we are guided by a common...


  • South Orange, United States Seton Hall University Full time

    EOP Student Success Advisor Job no: 496327 Full time/Part time: Full-time Location: South Orange Categories: Administrator The EOP Student Success Advisors responsibilities include academic, personal, career and financial aid advisement. The SSA will monitor their respected caseload and assist EOP scholars in all phases of their collegiate career in order...

  • Sales Associate

    4 weeks ago


    South Jordan, United States Acquire Wealth Collective LLC Full time

    Job DescriptionJob DescriptionAcquire Wealth Collective, a dynamic and growth-oriented financial services firm, is seeking a Sales Associate to join our team. This role is integral to our mission of delivering exceptional financial solutions to our clients. Our Sales Associates are not just salespeople; they are ambassadors of trust and success, playing a...

  • Sales Associate

    4 weeks ago


    South Jordan, United States Acquire Wealth Collective LLC Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceDental insuranceHealth insurancePaid time offTraining & developmentAcquire Wealth Collective, a dynamic and growth-oriented financial services firm, is seeking a Sales Associate to join our team. This role is integral to our mission of delivering exceptional financial solutions to our clients....

  • Manager, Accounting

    5 hours ago


    South Jordan, United States CardWorksMerrick Bank Full time

    Merrick Bank, 10705 South Jordan Gateway, South Jordan, Utah, United States of America Req #9320 Tuesday, April 16, 2024 Merrick Bank employees share in our mission to delight our customers and empower underserved consumers to achieve their credit goals. In return, we delight our associates; ensuring they are noticed, heard, appreciated and understand the...


  • South Windsor, United States H&R Block Full time

    Job Description: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our...


  • South Jordan, United States AmTrust Financial Services, Inc. Full time

    Join AmTrust Insurance for our Workers' Compensation Claims Training Program! In this program, you will learn how to evaluate, negotiate, and resolve a Workers' Compensation Claim. This is a 6-month program that includes robust training, job shadowin Claims, Adjuster, Associate, Office, Training, Diversity


  • South Bend, United States WestPoint Financial Group Full time

    **Make an impact - starting with your own life.** This is a career move that could redefine everything. You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it...


  • South Glens Falls, United States Arrow Financial Corporation Full time

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Upstate Agency, LLC team as: Insurance Services Associate Th Insurance, Associate, Customer Service, Retail, Experience

  • Jr. Finance Associate

    2 weeks ago


    South Jordan, United States Solomon Page Full time

    We are seeking entry and junior-level candidates for multiple openings with our client in South Jordan, UT. The roles are within the finance and operations divisions of an industry-leading investment banking company. Successful candidates will be analytical, driven, and excellent communicators able to interact with senior-level management. These positions...

  • Client Advisor, VP

    1 week ago


    South Pasadena, United States International Search Consultants Full time

    Client Advisor/Fiduciary AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CA ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client...

  • Jr. Finance Associate

    2 weeks ago


    South Jordan, United States Solomon Page Full time

    We are seeking entry and junior-level candidates for multiple openings with our client in South Jordan, UT. The roles are within the finance and operations divisions of an industry-leading investment banking company. Successful candidates will be analytical, driven, and excellent communicators able to interact with senior-level management. These positions...

  • Jr. Finance Associate

    4 weeks ago


    South Jordan, United States Solomon Page Full time

    We are seeking entry and junior-level candidates for multiple openings with our client in South Jordan, UT. The roles are within the finance and operations divisions of an industry-leading investment banking company. Successful candidates will be analytical, driven, and excellent communicators able to interact with senior-level management. These positions...

  • Client Advisor, VP

    1 month ago


    South Pasadena, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow...


  • South Jordan, United States CCMC Full time

    Job DescriptionJob DescriptionAre you a customer service aficionado who loves helping people? Are you looking for a company where you can learn and grow?We’re CCMC, a community management company specializing in master-planned communities. Our vision of inspiring a resident-centric focus is brought to life by our core values: Integrity, Respect, Service...

  • Front Desk Concierge

    16 hours ago


    South Jordan, United States CCMC Community Management Full time

    Are you a customer service aficionado who loves helping people? Are you looking for a company where you can learn and grow? We're CCMC, a community management company specializing in master-planned communities. Our vision of inspiring a resident-centric focus is brought to life by our core values: Integrity, Respect, Service and Community. Our Front Desk...


  • West Jordan, United States Calyx Containers Full time

    ACCOUNTANT Calyx Containers exists to solve some of the largest problems facing the budding cannabis industry: packaging and inventory management. Rooted in the cannabis industry, our passion is transforming how people transport, brand, and consume the products they love. We've developed a suite of packaging products for flower, concentrates, joints, in...