59 client advisor jobs at 20 companies in South Jordan, UT
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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
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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.
1w
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Work From Home - Client Benefits Advisor
Salt Lake City, Utah, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth and work-life balance.
Zoom
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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
2mo
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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
2mo
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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
1d
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Associate Advisor
Holladay, Utah, United States
OnsiteFull Time
3+ YOEExperience in financial services with strong organization, communication, adaptability, and follow-through skills; ability to coordinate client workflows and review team output.
1w
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Financial Advisor
Provo, Utah, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, entrepreneurial drive, and US work authorization without sponsorship.
proprietary planning software
3w
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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.
6d
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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.
1d
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Beauty Advisor - Part Time
Salt Lake City, Utah, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, product-learning, teamwork, reliability, and ability to lift up to 50 pounds.
2w
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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
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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
2d
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Associate Financial Advisor
Lehi, Utah, United States
$62k-$67k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
3w
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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
2w
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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
1d
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Associate Financial Advisor - Lehi, UT
Lehi, Utah, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication and goal orientation; willingness to obtain sponsored Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
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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.
1mo
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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.
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