35 client advisor jobs at 17 companies in Kaysville, UT
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
13h
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
West Jordan, Utah, United States
RemoteFull Time
Self-starter who is competitive, willing to be coached, and comfortable guiding interested clients; role is commission-oriented without guaranteed hourly pay.
Zoom
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Financial Advisor
Logan, Utah, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
2d
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Riverton or Salt Lake City
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
3w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Farmington, Utah, United States
$18-$21/hr OnsitePart Time
Provide excellent client-focused retail service, product knowledge, and meet sales goals; able to lift 50 lbs; retail or hospitality experience preferred.
1w
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
3mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
4d
Save
Mark Applied
Hide
Wealth Advisor - Boise in Salt Lake City, Utah, United States
Boise or Salt Lake City
OnsiteFull Time
4+ YOEBachelor’s degree, 4+ years of directly related experience, FINRA Series 7 and 66 or 65/63, life and health insurance licenses, client relationship and sales experience, and strong communication, analytical, and presentation skills.
financial planning software
2w
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Farmington Financial Center
Farmington, Utah, United States
OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, refer to partners, obtain required industry licenses/SAFE Act registration; high school diploma and ~1 year financial services experience preferred.
6d
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - West Jordan Financial Center
West Jordan, Utah, United States
OnsiteFull Time
High school diploma/GED required; bachelor's degree and/or one year of financial services or sales experience preferred. Requires client relationship skills, financial solution recommendations, communication, multitasking, and license completion.
FINRA Securities Industry Essentials (SIE)
Explore Jobs