Client-Focused Financial Planning Advisor; Remote/Hybrid
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Finance & Banking
Job Description & How to Apply Below
Switch Point Financial Planning, LLC is seeking a Service Advisor in Lehi, Utah, offering both full- and part-time hours. This client-facing, planning-focused role emphasizes relationship-building with no sales targets.
Full-time compensation includes a base salary of $80,000–$120,000 plus a 10–20% bonus, 401(k) match, medical coverage, and a professional development budget. You will take over a set of existing clients, participate in the financial planning process, prepare for meetings, and
We invite applications for the Client-Focused Financial Planning Advisor (Remote/Hybrid) position located in Lehi, UT, United States.
Consider building your career as a Client-Focused Financial Planning Advisor (Remote/Hybrid) at Switch Point Financial Planning, LLC.
The Client-Focused Financial Planning Advisor (Remote/Hybrid) position in the Management & Operations, Sales field is open for applications.
We have an opening for a Client-Focused Financial Planning Advisor (Remote/Hybrid) in Lehi, UT, United States within Management & Operations, Sales.
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