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Financial Advisor Financial Consultant Wealth Management Financial Analyst

Senior Wealth Planner - Advanced Planning & Strategy

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: Lido Advisors, LLC
Full Time position
Listed on 2025-11-27
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
An established wealth management firm in Salt Lake City is seeking a Senior Associate for its Advanced Wealth Planning team. This role involves consulting with high-net-worth clients, preparing financial plans, and working in a collaborative environment. Candidates should have a Bachelor's Degree, pursue CFP certification, and be proficient in Excel. The firm values strategic thinkers who can drive results.
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Position Requirements
10+ Years work experience
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