Associate Wealth Advisor Job Vacancy in Albion Financial Group Salt Lake City, UT 84106 – Latest Jobs in Salt Lake City, UT 84106

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Company Name : Albion Financial Group
Location : Salt Lake City, UT 84106
Position : Associate Wealth Advisor

Job Description : Associate Wealth Advisor – Albion Financial Group – Salt Lake City
What you’ll do:
We are seeking a team member to assist us in our mission of helping clients achieve their financial goals. This candidate will work directly with our Senior Wealth Advisors as well as other members of our team to provide the highest level of service to our clients. If you have a desire to be part of a successful team and share our vision, then we want to hear from you.
Responsibilities will include, but are not limited to:

Professionally communicate with high-net-worth clients (in writing, verbally, and in person)
Manage client information and internal systems – collect, organize, and store client information and documents
Participate and assist Senior Wealth Advisors with client meetings including preparation and follow-up
Prepare and process account forms and applications, coordinate account transfers, deposits and distribution requests
Provide general support to Senior Wealth Advisors and other team members
Review, interpret and summarize client data including insurance contracts, tax returns and employee benefit information for input into planning software

Qualifications:

Outstanding organizational skills and ability to manage and balance multiple projects simultaneously
Excellent verbal, written, presentation and interpersonal communication skills
Self-starter, problem solver, and goal-oriented team player
A genuine interest in serving and caring for clients. Strong interest in financial planning. A CFP® or working toward CFP® designation is a plus

EEO Policy Statement:
Albion Financial Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Job Type: Full-time
Pay: From $47,500.00 per year
Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Physical Setting:

Office

Schedule:

Monday to Friday

Ability to commute/relocate:

Salt Lake City, UT 84106: Reliably commute or planning to relocate before starting work (Required)

Education:

Bachelor’s (Required)

Experience:

work: 1 year (Required)

Work Location: One location

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