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Private Wealth Advisor - Holistic Financial Planning
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-06-26
Listing for:
Fairygodboss
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fairygodboss in Salt Lake City is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to a diverse clientele. Candidates should have at least 2 years of financial advisory experience, success in client acquisition, and relevant licenses including Series 7 and Series 66.
This role emphasizes relationship management and financial coaching, promoting exceptional investor experiences. The company values diversity and offers a competitive total rewards package.
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