Financial Planner, Investment Retirement Planning

3 weeks ago


Salt Lake, Utah, United States Albion Financial Group Full time
Location:
Albion Financial Group is an investment advisory firm founded in Utah.

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 their financial 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.

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 work directly with an Associate Wealth Advisor and the Investment Team to provide an exceptional client service experience.

Competitive compensation, including a full benefits package, paid time off, and 401k with employer contributions

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
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

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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