Senior Financial Advisor
4 weeks ago
The Anderson Search Group is seeking a highly skilled Wealth Management Specialist to join their team in Salt Lake City. This is an exciting opportunity to work with a premier financial institution and contribute to the growth of their private wealth division.
The ideal candidate will have a proven track record of building a successful book of business and possess a strong understanding of financial markets and instruments. A clean U4 and Series 7, 6, and 63 or 66 licenses are required, with a CFP certification being a plus.
The successful candidate will have direct access to over 330,000 existing bank clients and will be responsible for developing and maintaining a portfolio of high-net-worth individuals. A generous base salary and uncapped incentive plan make this a highly attractive opportunity for experienced financial professionals.
Key Responsibilities:
- Build and maintain a portfolio of high-net-worth individuals
- Develop and implement financial plans and strategies
- Provide exceptional client service and support
Requirements:
- 5+ years of experience in wealth management
- Proven track record of building a successful book of business
- Strong understanding of financial markets and instruments
- Clean U4 and Series 7, 6, and 63 or 66 licenses
- CFP certification a plus
The Anderson Search Group is an equal opportunity employer and welcomes applications from qualified candidates.
-
Financial Advisor
3 weeks ago
Saint George, Utah, United States Edward Jones Full timeUnlock Your Potential as a Financial Advisor at Edward JonesAre you passionate about helping individuals and families achieve their long-term financial goals? Do you have a strong desire to build a successful career in the financial services industry? If so, we invite you to explore the exciting opportunity to become a Financial Advisor at Edward Jones.As a...
-
Saint George, Utah, United States Vasion Full timeJob DescriptionVasion is seeking a seasoned finance leader to join our team as a Vice President/Senior Director, Finance. As a key member of our executive team, you will be responsible for leading the financial planning, analysis, and reporting functions across the organization.Key Responsibilities:Develop and execute forward-looking financial strategies...
-
Senior Project Manager
3 weeks ago
Saint George, Utah, United States gpac Full timeJob DescriptionA well-established construction company with over 60 years of experience in the area is seeking a Senior Project Manager. The company's knowledgeable and dedicated team provides expertise in diverse commercial projects. Team members can expect to be recognized for excellence and enjoy a work environment where everyone can succeed. Project...
-
Branch Manager
3 weeks ago
Saint George, Utah, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Senior Branch Network Management Trainee for the Consumer, Small and Business Banking division. This is an interim non-exempt position until the trainee has received certification of program completion and been placed into a branch.Successful completion of the Branch Manager Readiness program is a pre-requisite to...
-
Financial Advisor
2 weeks ago
St George, United States Capstone Partners Financial Full timeView Details about Capstone Las VegasCompany DescriptionCapstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United...
-
Financial Advisor
2 weeks ago
Saint Robert, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do:Directly engage...
-
Financial Advisor
2 weeks ago
Saint Robert, MO, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have...
-
Senior Financial Planning Associate
3 weeks ago
Saint Peter, Minnesota, United States Ameriprise Financial Full timeJob OverviewAs an Associate Financial Advisor at Ameriprise Financial, you will play a pivotal role in the smooth operation of our fast-paced and friendly financial planning office. This position offers a unique opportunity to hone your skills and build a base of clients under the guidance of an experienced financial advisor. Your primary responsibility will...
-
Senior Client Advisor
3 weeks ago
Port Saint Lucie, Florida, United States Seacoast Bank Full timeJob DescriptionJob Title: Senior Client AdvisorJob Summary: We are seeking a highly skilled Senior Client Advisor to join our team at Seacoast Bank. As a Senior Client Advisor, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and promoting our banking products and services.Key...
-
Financial Advisor
2 weeks ago
St George, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Financial Advisor
3 weeks ago
Saint Louis, United States Thrivent Full time*Meaningful work. Rewarding career.*If you think you are the right match for the following opportunity, apply after reading the complete description.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while...
-
Financial Advisor
3 weeks ago
Saint Louis, United States Thrivent Full time*Meaningful work. Rewarding career.*If you think you are the right match for the following opportunity, apply after reading the complete description.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while...
-
Financial Advisor
2 months ago
Saint Louis, United States Thrivent Full time $150,000*Meaningful work. Rewarding career.*If you think you are the right match for the following opportunity, apply after reading the complete description.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while...
-
Financial Advisor
1 month ago
Saint Louis, United States W3Global Inc Full timeJob DescriptionJob DescriptionRole DescriptionThis is a full-time hybrid role for a Financial Advisor based in St Louis, MO, with some flexibility for remote work. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a daily basis. No industry...
-
Financial Advisor
4 months ago
St George, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Financial Advisor
1 month ago
St George, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Financial Advisor
4 weeks ago
St. George, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Senior Financial Analyst
4 weeks ago
Saint Paul, United States Creative Financial Staffing Full timeAbout the Company Our client, a well-respected tech company is seeking a Senior Financial Analyst.Why work for this company! Great leadership Great work life balance Growing company! Exciting time to join the company Competitive compensation package and benefits Specific duties in this Senior Financial Analyst include: Build financial models to aid in...
-
Financial Planner
2 weeks ago
St George, United States Capstone Partners Financial Full timeView Details about Capstone Las VegasCompany Description Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United...
-
Financial Advisor
2 weeks ago
St George, UT, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Senior Events Manager
3 weeks ago
Saint Paul, Minnesota, United States Cetera Financial Group Full timeJob Description:Cetera Financial Group is seeking a highly skilled and experienced Senior Events Manager to join our team. As a key member of our organization, you will be responsible for creating exceptional experiences for our Advisors that align with Cetera's brand and strategy.The Senior Events Manager will act as the internal client's primary point of...
-
Financial Advisor
2 weeks ago
St George, UT, United States Northwestern Mutual Full timeFinancial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual St. George help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...
-
Senior Wealth Advisor
3 weeks ago
Saint-Bauzille-de-Putois, Occitanie, United States HighTower Advisors Full timeAbout the RoleWe are seeking an experienced Senior Wealth Advisor to join our team at Hightower Advisors. As a key member of our executive leadership team, you will be responsible for maintaining and expanding existing client relationships, contributing to a first-class onboarding experience for new client relationships, and establishing client investment...
-
Senior Financial Analyst
4 weeks ago
Saint Paul, United States Creative Financial Staffing Full timeSenior Financial Analyst Role Overview:The Senior Financial Analyst will play a key role in both accounting and financial analysis functions, supporting the organization's financial health and strategic initiatives. The role reports to the CFO and will collaborate closely with a team that includes an Assistant Controller, with further reporting lines to the...