Wealth Advisor

2 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) 

Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. 


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 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 wealth advising team works closely with our clients to understand theirfinancial 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: 

As a Wealth Advisor with Albion Financial Group, you will be responsible for overseeing a subset of the firm’s client relationships and their financial growth and success. You will strive to develop meaningful and long-lasting professional relationships with current and prospective clients of the firm. You will work directly with an Associate Wealth Advisor and the Investment Team to provide an exceptional client service experience. 


What you will get: 

  • The opportunity to join a well-established and nationally recognized firm with 40+ years of RIA experience 
  • Collaboration in a team-oriented environment and shared ownership of all firm client relationships 
  • Involvement in making impactful contribution to the lives of our clients and the Albion team 
  • Competitive compensation, including a full benefits package, paid time off, and 401k with employer contributions 


Responsibilities and duties: 

  • Manage and retain client relationships and inspire confidence through demonstrated expertise 
  • Be a subject matter expert in all areas of financial planning including but not limited to cash flow planning, retirement planning, asset allocation, tax and estate planning. 
  • Meet with existing clients on a regular basis to address financial planning and investment management needs 
  • Participate in prospect meetings and the onboarding of new clients 
  • Communicate professionally with clients, centers of influence, and other team members by phone, email, and written communication. 
  • Ensure compliance with industry regulations and ethical standards in all client interactions and financial planning activities 
  • Collaborate with internal and external teams to provide clients with holistic financial advice 
  • Maintain all industry designation and continuing education requirements to remain in compliance 


Key Qualifications: 

  • A CFP® designation is required 
  • 4+ years of industry related experience with minimum of 2 years managing client relationships 
  • Experience with eMoney is preferred 
  • Excellent verbal, written, presentation and interpersonal communication skills 
  • Self-starter, problem-solver, willing to ask questions and do research 
  • Characteristics that function well in a team environment centered on excellence and professionalism 


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.

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