Financial Advisor

COMPANY OVERVIEW

Signature Estate and Investment Advisors, LLC (SEIA) is a rapidly-growing, nationally-recognized, wealth management firm headquartered in Los Angeles, CA and 25 offices around the country. We provide a high level of customized investment and wealth management support to a large and affluent group of clients around the country. As an RIA (Registered Investment Advisor) with its own broker-dealer, SEIA is recognized annually by numerous major publications (Barron’s, Forbes, Financial Times, etc.),

and we manage over $33 billion in client assets. We are seeking a full-time, experienced professional to be a Financial Advisor in our Salt Lake City office, serving as a remote member of an LA-based, Partner's quickly growing team. This is a rare opportunity (with huge upside) to become part of the fastest-growing team with a huge referral pipeline, and to build a book of business within a team structure.

This position is based in Salt Lake City with the ability to work from home, or from our office space downtown in the Hancock building. You will be reporting to - and working with - a Partner/Senior Financial Advisor who is based in Los Angeles, but travels back and forth. Responsibilities include helping the Partner/Senior Financial Advisor bring on new business;

assisting with generating new referrals from Fidelity and Charles Schwab; assisting with fielding incoming referrals from Fidelity (and perhaps Schwab); servicing new and existing clients; conducting client portfolio reviews for existing clients in the Salt Lake City area; communicating and executing portfolio trades and rebalancing; creating and presenting comprehensive retirement plans using eMoney; assisting in presenting to our custodians (Fidelity and Schwab) and their clients;

and all practice management and new business initiatives listed below