Top 27 Level wealth management leadership Jobs in Orem, Ut

Wealth Management Client Associate
Bank of America —Provo, UT
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Manager, Customer Support
Human Interest —Lindon, UT
- $95,000 - $115,000 a year
- 5 years
- Mentoring
- Fair chance
- Health insurance
- Dental insurance
Assistant Store Manager - University Place Orem (Orem, UT)
Sephora —Orem, UT
- $63,100 - $77,350 a year
- Weekends as needed
- Mid-level
- Ability to lift 50 pounds
- Supervising experience
- Health savings account
- Disability insurance
Wealth Management Trainee (UT)
Bankers Life —Salt Lake City, UT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Manager of Client Relationship Management
Human Interest —Lindon, UT
- $100,000 - $110,000 a year
- 3 years
- Mentoring
- Fair chance
- Health insurance
- Dental insurance
23h
Account Executive - Life Sciences
Qualtrics —Provo, UT
- Hybrid work
- Office
- Bachelor's degree
- 1 year
Mobile Associate, Store-in-Store - Retail Sales
T-Mobile USA, Inc. —Orem, UT
- $18 - $20 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Paid training
- Paid parental leave
Assistant Controller
Platform Accounting Group —Lehi, UT
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
4d
Mobile Associate, Store-in-Store, Retail Sales
T-Mobile USA, Inc. —Orem, UT
- $18 - $20 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Paid training
- Paid parental leave
Field Communication Associate - Wealth Management Field
Morgan Stanley —South Jordan, UT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
Account Executive, SMB Team Sales Salt Lake City UT
T-Mobile USA, Inc. —Salt Lake City, UT
- $43,020 - $129,500 a year
- Full-time
- Hybrid work
- 18 years or older
- High school diploma or GED
- US work authorization
- Paid parental leave
- AD&D insurance
3d
Financial Planning Manager - Utah, Idaho, Nevada
EP Wealth Advisors, LLC —Salt Lake City, UT
- $124,000 - $146,000 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Mobile Associate, Store in Store - Retail Sales, Bilingual
T-Mobile USA, Inc. —Provo, UT
- $18 - $20 an hour
- Part-time
- Bilingual
- 18 years or older
- High school diploma or GED
- Paid training
- Paid parental leave
1d
Store Manager Trainee
Dollar Tree —Sandy, UT
- Full-time
- Merchandising
- Mid-level
- Ability to lift 50 pounds
- Employee stock purchase plan
- Health insurance
2d
Institutional Portfolio Monitoring - Associate
Morgan Stanley —South Jordan, UT
- 5 years
- Office
- Finance
Mobile Associate, Store-in-Store, Retail Sales
T-Mobile USA, Inc. —South Jordan, UT
- $18 - $20 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- US work authorization
- Paid training
- Paid parental leave
Wealth Strategist
Sequoia Financial Group Llc —Cottonwood Heights, UT
- Full-time
- CPA
- Finance
- Bachelor's degree
Quick Apply
Account Executive - Transportation/Trucking
HUB International —Sandy, UT
- $85,000 - $95,000 a year
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Health savings account
- Disability insurance
Hospitalist Physician
US Acute Care Solutions —Orem, UT
- Full-time
- Senior level
- Paid parental leave
- Disability insurance
Tax Manager
Squire & Company PC- —Orem, UT
- Full-time
- CPA
- 5 years
- Research
- Health savings account
- Disability insurance
Quick Apply

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level wealth management leadership jobs near orem, ut

Wealth Management Client Associate

Bank of America -
Provo, UT

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

level wealth management leadership jobs in orem, ut

Wealth Management Client Associate

Senior Manager, Customer Support

Assistant Store Manager - University Place Orem (Orem, UT)

Wealth Management Trainee (UT)

Manager of Client Relationship Management

Account Executive - Life Sciences

Mobile Associate, Store-in-Store - Retail Sales

Assistant Controller

Mobile Associate, Store-in-Store, Retail Sales

Field Communication Associate - Wealth Management Field

Account Executive, SMB Team Sales Salt Lake City UT

Financial Planning Manager - Utah, Idaho, Nevada

Mobile Associate, Store in Store - Retail Sales, Bilingual

Store Manager Trainee

Institutional Portfolio Monitoring - Associate

Mobile Associate, Store-in-Store, Retail Sales

Wealth Strategist

Account Executive - Transportation/Trucking

Hospitalist Physician

Tax Manager

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