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Envestnet Advisor Support Expert - Onboarding & Portfolios
Job in
Bountiful, Davis County, Utah, 84010, USA
Listed on 2026-07-29
Listing for:
Summit Global Investments
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Summit Global Private Wealth in Bountiful, UT is seeking an investment professional to join our on-site Advisor Support Team. You will serve as a key liaison between financial advisors, internal operations, custodians, and the Envestnet system to streamline workflows.
The role emphasizes proposals and new account onboarding, account setup and maintenance, service requests, portfolio reporting, and client portal tools, enabling advisors to deliver exceptional client service in a fast-paced
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