Strategic Financial Planner & Investment Advisor
Job in
Layton, Davis County, Utah, 84041, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Jobtailor is seeking a licensed financial professional to partner with clients in Layton, Utah, to craft comprehensive financial plans using brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions. You will drive strategy, build relationships, and grow client referrals in a fast-paced environment.
The ideal candidate holds Series 7 and 66 licenses (63/65 acceptable if the missing series is completed within 60 days) with at least one year in investments and
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