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Aspiring Financial Planner - Client Wealth

Job in Orem, Utah County, Utah, 84057, USA
Listing for: Valor Family Financial
Full Time position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 USD Yearly USD 70000.00 YEAR
Job Description & How to Apply Below
Position: Aspiring Financial Planner - Grow Client Wealth
A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding of financial advising. Responsibilities include making strategic recommendations, determining clients' financial situations, and customizing financial plans. The position offers a competitive salary of $70,000 per year.
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