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Senior Wealth Advisor & Client Strategist

Job in South Jordan, Salt Lake County, Utah, 84095, USA
Listing for: Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor & Client Growth Strategist
A premier financial advisory firm seeks an Experienced Financial Advisor in South Jordan, UT. Responsibilities include providing tailored financial advice, engaging clients, and developing marketing strategies for client acquisition. The ideal candidate will have a college degree in finance and possess necessary securities licenses. This role demands strong client engagement skills and proactive business development. The company prioritizes client-centered service and effective financial planning.
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Position Requirements
10+ Years work experience
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