Top 11 Senior financial advisor Jobs in Sandy, Ut

Senior Advisor of Plan Solutions
401GO —Sandy, UT
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- Travel
- Health insurance
- Dental insurance
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Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Zions Bancorporation —Salt Lake City, UT
- Mid-level
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Wealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TX
Zions Bancorporation —Salt Lake City, UT
- Office
- Finance
- 8 years
- Profit sharing
- Paid training
6d
Workday Financials Sr Consultant
Deloitte —Salt Lake City, UT
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- Bachelor's degree
Public Finance Investment Banking Director – Senior Living
Piper Sandler & Co. —Salt Lake City, UT
- $150,000 - $200,000 a year
- Full-time
- 7 years
- Office
- Finance
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16h
Tax Senior, Private Equity
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Tax Senior - Real Estate
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Tax Senior - Private Wealth
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Tax Senior - Strategic Partnership Solutions
Deloitte —Salt Lake City, UT
- $78,675 - $160,750 a year
- Full-time
- Hybrid work
- CPA
- 3 years
- Bachelor's degree
Tax Senior - Federal / Corporate Tax
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Senior Director of Family Wealth Consulting
KeyBank National Association —Salt Lake City, UT
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Continuous improvement

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senior financial advisor jobs near sandy, ut

Senior Advisor of Plan Solutions

401GO -
Sandy, UT

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Job Details

Full-time

Benefits

Stock options
Health insurance
Dental insurance
401(k)
Paid time off
Snacks provided
Vision insurance
Flexible schedule

Qualifications

Startup experience
Coaching
Team development
Financial product expertise
Channel management
Team motivation (leadership skill)

Full Job Description

Role: Senior Advisor of Plan Solutions

Location: Hybrid, Flexible work options available

Reports To: Director of the FA Channel

Job Type: Full-time

The Senior Advisor of Plan Solutions is responsible for driving sales, asset growth, within the Financial Advisor channel. This role oversees daily sales activity, pipeline management, territory alignment, and strategic coordination with external plan sponsors around retirement plan set up, plan types, and escalations. The senior advisor will implement sales strategies and ensure strong execution.

What You’ll Be Doing:

Set activity expectations, sales targets, and performance goals; monitor results and provide regular feedback.
Build a culture of accountability, collaboration, and continuous improvement.
5% traveling when needed from the National Account Manager (NAM), Regional Relationship Manager and during National/Regional Advisor and Retirement conferences.
Coordinate training for new product launches, regulatory changes, and retirement industry trends.
Being able to demo the platform and highlighting the additional tools and capabilities
Team based environment in making sure for optimal collaboration, KPIs and hitting monthly and quarterly numbers.
Being able to use, leverage CRM tools to create reports, analysis and show trends to the CRO.
Work closely with the Relationship Management team, the National Account Manager and Channel Manager to drive proper expectations.
Track and report key performance indicators including call activities, pipeline metrics, asset flows, conversion rates, and partner engagements.

What You Bring:

Prior start-up experience
Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)
Strong leadership presence with the ability to inspire and develop talent.
High energy, proactive mindset, and results orientation.
Excellent communication, coaching, and motivational skills.
Attend conferences and partner events when needed.
Must have deep knowledge of the retirement space and the HCM and FA channel.
5-10 years of retirement and advisory experience

Why 401GO?

At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

A standout 401(k) plan (naturally!).
Generous stock options—share in our growth and success.
Flexible work environment—choose where you’re most productive.
Excellent benefits, including medical, dental, and vision.
Flexible hours—because great work doesn’t always happen 9–5.
Plenty of PTO—we value work-life balance.
A fully stocked kitchen when you’re in the office.

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

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Refine Your Search

senior financial advisor jobs in sandy, ut

Senior Advisor of Plan Solutions

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

Wealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TX

Workday Financials Sr Consultant

Public Finance Investment Banking Director – Senior Living

Tax Senior, Private Equity

Tax Senior - Real Estate

Tax Senior - Private Wealth

Tax Senior - Strategic Partnership Solutions

Tax Senior - Federal / Corporate Tax

Senior Director of Family Wealth Consulting

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