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Financial Advisor Financial Consultant

Elite Wealth Advisor — HNW Planning & Investments

Job in Bountiful, Davis County, Utah, 84010, USA
Listing for: Zions Bancorporation
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services organization seeks an experienced Wealth Advisor in Bountiful, UT to build wealth management relationships and deliver exceptional client service. Candidates should possess a Bachelor's degree and at least 4 years of relevant experience, with a strong focus on client-centric consulting. Key responsibilities include financial planning, investment management, and collaborating with internal teams to provide tailored solutions to high-net-worth individuals.

Licensing and certifications, including CFP®, are preferred.
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