Senior Financial Advisor

6 days ago


Saint George, Utah, United States The Anderson Search Group Full time

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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