Financial Advisor Operations Associate

Financial Advisor Operations Associate Strategic Planning Group | Bountiful, Utah

Pay:$25.00 to $40.00 per hour

Schedule:Full time, Monday through Friday, 9 AM to 5 PM

Location:In office, Bountiful Utah

Strategic Planning Group is a well established investment management firm in Bountiful, Utah. For over 40 years, our firm has focused on building long term client relationships through thoughtful financial guidance and consistent service. We value professionalism, integrity, teamwork, and accountability.

We are seeking an
experienced
Financial Advisor
Operations Associate
who can step into a key support role within our advisory team.

This position supports both advisors and clients through account operations, service coordination, and administrative accuracy. It is best
suited for someone with prior financial industry experience
who can contribute quickly with minimal ramp up.

This is not an entry level role.

• Open and maintain client investment accounts
• Manage and update client profiles and records
• Process account service requests and follow through to completion
• Respond to client calls, emails, and service needs professionally
• Assist advisors with research and financial planning related tasks
• Maintain organized documentation and compliance standards
• Coordinate with custodians and internal team members as needed

• Two or more years of experience at a financial advisory or investment firm
• Familiarity with platforms such as Redtail CRM, Black Diamond, Wealthscape, Schwab Advisor Center, or Fidelity systems
• Strong written and verbal communication skills Our Ideal Candidate
  • Enjoys operational and detail oriented work
  • Takes ownership of responsibilities
  • Communicates clearly and respectfully
  • Works well independently and within a team
  • Is interested in a long term career in financial services
  Compensation and Benefits
  • $25.00 to $40.00 per hour depending on experience
  • 401k
  • Health Insurance
  • PTO
  • Sick Time
  • Paid Holidays
  • Stable full time schedule
  • Supportive, professional office environment
  Location
  • Must be able to
    work in person
    in Bountiful, Utah
  Experience
  • Minimum two years at an investment or financial advisory firm required
  • Preferred platform experience:
  • – Redtail CRM or Black Diamond– Wealthscape– Schwab Advisor Center or Fidelity systems

  Pay: $25.00 - $40.00 per hour

  Benefits:
  • 401(k)
  • Financial planning services
  • Retirement plan

  Work Location:
  
  In person