Private Wealth Manager

24 hours ago


Saint George, Utah, United States The Anderson Search Group Full time
Join Our Team as a Wealth Advisor

The Anderson Search Group is proud to partner with a premier financial institution in Salt Lake City to identify a skilled Wealth Advisor for their St. George market. This is an exceptional opportunity to join a rock-solid bank with a rich history spanning over 150 years, boasting an impressive 60% market share in Salt Lake City.

This role offers a unique chance to leverage the bank's extensive network of over 330,000 existing clients, as well as direct access to commercial and corporate bank clients. What sets this opportunity apart is the absence of cold calling, allowing you to focus on building meaningful relationships and growing your business.

We are seeking a highly skilled and licensed Wealth Advisor who possesses:

  • A clean U4 and Series 7, 6, and 63 or 66, and Life and Health Insurance
  • CFP certification is preferred but not required
  • A proven track record of building their own book of business to at least $60 million AUM in fee-based business

The Anderson Search Group is an equal opportunity employer, committed to making employment decisions based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.



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