36 client advisor jobs at 19 companies in Holladay, UT
2w
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Senior Client Advisor
South Jordan or Tysons Corner
HybridFull Time
7+ YOE7+ years in counterintelligence, insider risk, national security, intelligence analysis, consulting, or related advisory roles; experience leading client engagements, facilitation, assessments, project management, and executive communication; bachelor\u0002s degree required.
DCSA, NITTF
1mo
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Private Client Advisor
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yr HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license required, Bachelors preferred, professional designations (CPCU/CIC/CPRIA) a plus, client service and travel ability.
1mo
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Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Orem, UT
Orem or Provo
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required; life, health and long term care insurance license required (or obtained within 60 days); CFP and bachelor’s preferred; client acquisition and goals-based planning skills.
1mo
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Work From Home - Client Benefits Advisor
Lehi, Utah, United States
RemoteFull Time
Guiding and educating inbound clients who expressed interest; remote sales/advising role for competitive, coachable self-starters comfortable with performance-based compensation.
Zoom
1mo
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Client Service Coordinator
Sandy, Utah, United States
HybridFull Time
1+ YOEProvide client service and administrative support for wealth management advisors; strong organization, Microsoft Office proficiency, 1+ years relevant experience, attention to compliance and client confidentiality.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, Salesforce, Redtail, Orion, Tamarac
1mo
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Wealth Management Client Associate
Provo, Utah, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure timely and accurate client materials, promote banking solutions, and maintain operational excellence; 1+ year experience preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Provo, Utah, United States
OnsiteFull Time
Provides client service support to Financial Advisors; high school diploma/GED required; client-centric, self-starter; ability to learn new technology platforms; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Financial Advisor
Provo, Utah, United States
$61k-$250k/yr OnsiteFull Time
Build and manage client relationships, obtain insurance and securities licenses (Life/Accident & Health, SIE, Series 6/7/63), bachelor’s degree preferred, strong communication and entrepreneurial drive, US work authorization required.
1w
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Beauty Advisor - Part Time
Orem, Utah, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations, develop client relationships, meet sales goals, lift up to 50 lbs, work nights/weekends/holidays; prior retail or client-facing experience preferred.
2w
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Beauty Advisor - Part Time
Orem, Utah, United States
$18-$21/hr OnsiteFull Time, Part Time
Provide personalized consultations and product recommendations, strong communication, retail or client-facing experience preferred, ability to lift up to 50 lbs, available nights/weekends/holidays.
2d
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Associate Financial Relationship Advisor
Salt Lake City, Utah, United States
OnsiteFull Time
0.5+ YOE6+ months client management experience, SIE completed or equivalent, FINRA Series exams required post-hire, client relationship and sales support skills, Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Solutions Advisor, Legal Ops
San Mateo or Provo or Canada or United States
$150k-$220k/yr RemoteFull Time
4+ YOE4+ years in-house legal experience, strong legal operations and metrics expertise, hands-on with legal tech/CLM, ability to draft AI prompts, teach workshops, and provide client-facing consultative support.
CLM, GC AI
1w
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Wealth Advisor- Murray, UT
Murray, Utah, United States
$110k-$150k/yr OnsiteFull Time
3+ YOE3+ years advisory experience preferred, active Series 65/66 preferred, CFP/CFA preferred, clean U-4/U-5 history, proficiency with Microsoft Office, CRM and financial planning software, strong communication and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce, Orion, eMoney, MoneyGuide
3d
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Full-Time Beauty Advisor - Sephora
West Valley City, Utah, United States
$18/hr OnsiteFull Time
3+ YOE3 years client-facing retail/service experience, strong communication, passion for beauty, ability to lift up to 50 lbs, complete company training, availability for days/nights/weekends/holidays.
handheld scanners
3w
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Financial Advisor – Utah Community Credit Union
Salt Lake City, Utah, United States
$70k-$175k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to service and grow client relationships.
3w
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Financial Advisor – Utah Community Credit Union
Salt Lake City, Utah, United States
$70k-$175k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) required, insurance license required, 3+ years investment sales experience, ability to service and grow client relationships.
2w
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Financial Advisor - Centerville, UT - Market 03, Region 345
Centerville, Utah, United States
$45k-$100k/yr OnsiteFull Time
Develop a client-focused practice, obtain FINRA and state registrations (SIE, Series 7, Series 66, state insurance), and build long-term client relationships through prospecting and advice.
2mo
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Lead Advisor - New Market - Salt Lake City
Salt Lake City, Utah, United States
$150k-$350k/yr OnsiteFull Time
6+ YOECFP® required; 6+ years in financial/estate planning; CFP® or CPA/CFA/JD with Series 65 within 120 days if lacking CFP; four-year degree; strong client service and leadership skills
1w
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Centralized Wealth Advisor - Salt Lake City or Houston
Salt Lake City or Houston
$75k-$85k/yr OnsiteFull Time
Bachelor's degree and experience with retirement and investment products; life/health insurance license; FINRA Series 7 and Series 66 (or Series 63 & Series 65); strong client relationship, communication, and Microsoft Office skills.
Microsoft Office
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