Financial Planner

4 weeks ago

salt lake city, United States Albion Financial Group Full time

Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)


Who we are:

Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around the country, helping each of them make a lifetime of good financial decisions. Our team of wealth advisors and financial planners works closely with our clients to understand their financial goals, cash flow needs, investment time horizon, and risk tolerance. Our investment team’s job is to put each client’s individualized financial plan into action through fundamental investment research, portfolio construction, risk monitoring, and careful handling of any special circumstances that might be unique to a particular client.


What you will do:

Be part of a team working to provide outstanding customer service to our clients. You will work closely with your team to provide clients with financial clarity through comprehensive cash flow planning.


What you will get:

• The opportunity to work directly with a seasoned Senior Wealth Advisor who can provide hands on training and mentorship

• The chance to enjoy a team-oriented, collaborative environment with shared ownership of all client relationships

• Experience providing financial planning advice directly to clients and room to grow professionally on the Wealth Advisor track

• Compensation start at $75k and can increase based on experience and qualifications, including a full benefits package and 401k with employer contributions


Responsibilities will include, but are not limited to:

• Review, interpret and summarize client data for input into our planning software

• Help clients with online data input and web access

• Build comprehensive cash flow plans and work closely with your team to present plans and recommendations to our clients

• Communicate directly with clients on a variety of planning topics that can include tax, insurance, retirement planning and general cash flow management

• Assist your team in maintaining and strengthening client relationships by keeping client planning information up to date (including held away assets), proactively reaching out to clients with reminders, determining plan-based recommendations to insure we are provided the most comprehensive and current advice to our clients

• Participate in other projects and tasks as necessary to support the team


Key qualifications:

• A CFP® or sitting for the CFP® exam in the next 12 months and 2+ years of related experience

• Excellent verbal, written, presentation and interpersonal communication skills

• Self-starter, problem-solver, willing to ask questions and do research

• Experience with eMoney is a plus


EEO Policy Statement:

Albion Financial Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.


This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

  • Financial Planner

    3 weeks ago

    Salt Lake, Utah, United States Albion Financial Group Full time

    Financial Planning Role at Albion Financial GroupWe are seeking a skilled Financial Planner to join our team at Albion Financial Group. As a Financial Planner, you will work closely with our clients to understand their financial goals, cash flow needs, investment time horizon, and risk tolerance.Key Responsibilities:Review and interpret client data for input...

  • Financial Planner

    4 weeks ago

    Lake Oswego, Oregon, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Planner with Prudential Financial.As a Financial Planner, you will play...

  • Financial Planner

    6 months ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    1 month ago

    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    4 weeks ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    7 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    2 months ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    1 week ago

    Salt Lake City, UT, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner, Investment Retirement Planning

    3 weeks ago

    Salt Lake, Utah, United States Albion Financial Group Full time

    Location: Albion Financial Group is an investment advisory firm founded in Utah. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around the country, helping each of them make a lifetime of good financial decisions. Our wealth advising team works closely with our clients...

  • Financial Advisor

    4 weeks ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    2 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    2 months ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    3 weeks ago

    Lake Oswego, Oregon, United States Prudential Financial Full time

    Explore a Career in Financial PlanningAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Planner. This role offers a unique opportunity to develop relationships with clients, gather information, and build robust financial plans to help them achieve their goals.Key Responsibilities:Develop...

  • Associate Financial Planner

    2 months ago

    new york city, United States GemHarvest Executive Recruiting Full time

    Associate Financial PlannerMulti-Billion Wealth Management FirmNew York City - Midtown (hybrid schedule)OverviewEstablished Independent RIA seeks a Financial Planning Analyst to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.The Firm offers...

  • Associate Financial Planner

    4 weeks ago

    new york city, United States GemHarvest Executive Recruiting Full time

    Associate Financial PlannerMulti-Billion Wealth Management FirmNew York City - Midtown (hybrid schedule)OverviewEstablished Independent RIA seeks a Financial Planning Analyst to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.The Firm offers...

  • Senior Transmission and Distribution Planner

    3 weeks ago

    Salt Lake, Utah, United States PacifiCorp Full time

    Job SummaryPacifiCorp is seeking a skilled professional to provide advice and counsel to management and client organizations regarding workforce utilization and delivery of the capital and OMAG plans. The ideal candidate will identify, prioritize, and ensure work for district resources aligns with the budget and supports the overall goals of the region.Main...

  • Junior Financial Advisor

    5 days ago

    new york city, United States Fortis Lux Financial Full time

    Overview: We are a growing Financial Planning firm based in Midtown Manhattan, seeking a motivated and driven Junior Financial Advisor to join us. This salaried position offers an exciting opportunity for someone looking to support three experienced Financial advisors in managing and growing their client base. The role is hybrid, with the flexibility to work...

  • Maintenance Planner MX

    3 weeks ago

    Salt Lake City, UT, United States Clean Harbors Full time

    Clean Harbors in Woods Cross, UT  is looking for a Maintenance Planner.  The Maintenance Planner is   responsible for maximizing operational profit through the use of effective planned maintenance. Accountable for the daily preparation of work orders, parts availability inquiries. Schedules all maintenance in accordance with manpower and shop space...