Wealth Management Advisor Salaries in Orem, UT

We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. Life and Health Insurance License.

$50,000 - $150,000 a year

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning. Legislative Awareness: Stay updated on legislation…

$90,000 - $120,000 a year

Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education…

Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…

$50,000 - $80,000 a year

Ability to lead on strategic initiatives, develop PowerPoint presentations and deliver analysis and vision to senior leaders.