Senior Financial Advisor
6 days 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.
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