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Wealth Planning Associate: Client Advisory Path

Job in Draper, Salt Lake County, Utah, 84020, USA
Listing for: Private Advisory
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Draper seeks a Financial Planner to support clients and advisors. The ideal candidate has a finance or accounting degree and at least 5 years of experience in the financial services industry. Responsibilities include engaging clients, processing accounts, and administrative support. We offer a competitive salary with performance-based bonuses, comprehensive healthcare plans, and retirement matching. Join a dynamic team committed to exceptional client service.
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Position Requirements
10+ Years work experience
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