Financial/Investment Advisor

1 month ago


Salt Lake City, United States Maetz Consulting, LLC Full time
I'm recruiting for a growing financial services firm (RIA) who is looking to expand their existing team of experienced Financial Advisors.
My client is aggressively expanding across the U.S. and this role is 100% remote. They are based in Bountiful, UT
  • They have $2.5B of AUM with a target of $25B by 2027. Their goal is to go public and to have as many advisor/equity owners as possible.
  • Having existing AUM is not a requirement to be considered, but wanting to grow and contribute to a dynamic team is.
  • They are looking for advisors who want to grow as well.  Many advisors with significant books of business have more than doubled their AUM in the last 12 months with the average increasing by 35% or more.
  • This is a 1099 position and there is no base salary. They are ideally looking for those with entrepreneurial mindsets that can help them scale and serve more people.  There is potential transition money depending on the size of your book and AUM.
My personal experience with them is that they have a great culture, awesome leadership, and aggressive plans for immediate and future growth.

RequirementsIdeally, they are looking for someone with experience as a Financial Advisor.
Someone who is used to prospecting and networking and generating their own business.
You would need some financial licenses that you could obtain after being hired, if you don't have them currently or they expired.
BenefitsThis a full-time, 1099 role with a very generous commission plan with no cap


  • Salt Lake City, United States Maetz Consulting, LLC Full time

    Job Description I'm recruiting for a growing financial services firm (RIA) who is looking to expand their existing team of experienced Financial Advisors. My client is aggressively expanding across the U.S. and this role is 100% remote. They are based in Bountiful, UT!! They have $2.5B of AUM with a target of $25B by 2027. Their goal is to go public and to...


  • Salt Lake, Utah, United States PNC Financial Services Group Full time

    Position Overview: As a Financial Advisory Consultant at PNC, you will play a crucial role in delivering exceptional service and tailored investment solutions to our clients. Role Responsibilities: In this position, you will serve as a phone-based financial advisor within our dynamic Investment Center. Collaborating closely with branch partners, you will...


  • Salt Lake, Utah, United States PNC Financial Services Group Full time

    Position Overview: The role of the Investment Services Consultant (FINRA Licensed) at PNC is pivotal in our mission to provide exceptional financial guidance and support to our clients. About Us: At PNC, we pride ourselves on our inclusive workplace culture where every employee is valued and empowered to contribute to our collective success. Role...


  • Salt Lake City, United States Bank of America Full time

    Description : At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients...


  • Salt Lake City, United States Bank of America Full time

    Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work...

  • Financial Planner

    3 weeks ago


    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period) Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of...

  • Wealth Advisor

    3 weeks ago


    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...

  • Wealth Advisor

    3 weeks ago


    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year onsite training period) Schedule: Typically Monday through Friday, 8am to 4pm however meeting client needs and expectations does on occasion require work outside these hours. Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in...

  • Financial Advisor

    3 months ago


    Rapid City, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses 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 internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Planner

    3 months ago


    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Financial Planner

    3 months ago


    Salt Lake City, United States Albion Financial Group Full time

    Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...

  • Investment Advisor

    6 days ago


    Lake County, United States Wisely Advised Full time

    Job DescriptionJob DescriptionJoin Our Team at Wisely AdvisedAre you a passionate financial advisor seeking a new opportunity to advance your career? At Wisely Advised, we are committed to offering high-level financial planning and investment management services with a strong client-first focus. As a Registered Investment Advisor (RIA) firm, we pride...


  • Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...


  • Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...

  • Financial Advisor

    5 months ago


    Jefferson City, United States Thrivent Financial for Lutherans Full time

    As a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Financial, Advisor, City, Insurance, Investment


  • Gibson City, United States Country Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We’re looking for an experienced insurance and financial services...

  • Financial Advisor

    1 month ago


    Forest Lake, United States Thrivent Financial Full time

    Thrivent Financial Advisor Meaningful work. Rewarding career. 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 also having control over the income you earn, as you’ll be paid through commissions and...


  • Oklahoma City, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...

  • Financial Advisor

    3 weeks ago


    Ellicott City, United States Elite Income Advisors Full time

    Company Description At Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities...

  • Financial Aid Advisor

    2 months ago


    Salt Lake City, United States Nightingale College Full time

    Position Summary The Advisor I, Learner Funding Advisor Function prepares and assists in the application and delivery of Federal Student Aid and military funds for new and current learners, in accordance with federal, state, and institutional regulations and guidelines. The incumbent provides document review for accuracy, compliance, and completeness in...