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Client Advisory Specialist - Remote & Travel
Remote / Online - Candidates ideally in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-08-29
Lehi, Utah County, Utah, 84043, USA
Listing for:
B.O.S.S. Retirement Solutions
Remote/Work from Home
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
B.O.S.S. Retirement Solutions in Utah seeks a Central Advisor who builds relationships and delivers an excellent client experience. The role is largely remote for sales and servicing, with travel between Wasatch Front locations for in-person meetings.
Responsibilities include annual client reviews, processing service requests, growing assets, and applying the retirement blueprint to enhance plans. Licenses Series 65 and Life & Health are mandatory.
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