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Wealth Planning Advisor – Client-Centric
Job in
Logan, Cache County, Utah, 84322, USA
Listed on 2025-11-29
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2025-11-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in Logan, Utah is seeking an experienced Financial Advisor to manage client relationships, facilitate financial planning, and provide exceptional service. Candidates should have a 4-year degree, 5-10 years of experience in the wealth management industry, and relevant certifications like CFP and Series 7/66 or 65.
This role offers a flexible work arrangement and comprehensive benefits package, making it an excellent opportunity for the right individual.
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