Top 563 Member advisor Jobs in Utah

Financial Advisor Operations Associate
Strategic Planning Group —Bountiful, UT
- $25 - $40 an hour
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- 401(k)
Quick Apply
Strategic Deterrent Nuclear Survivability Analyst
Johns Hopkins Applied Physics Laboratory (APL) —Hill AFB, UT
- $100,000 - $245,000 a year
- Full-time
- Bachelor of Science
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
Chief of Staff
Agent Boost Marketing —Lehi, UT
- $80,000 - $100,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Tax Manager
FirstPurpose Tax —Orem, UT
- $110,000 - $140,000 a year
- Full-time
- Spanish
- 6 years
- CPA
- Disability insurance
- Health insurance
Quick Apply
Executive Director of Human Resources & Organizational Development
Vive Adolescent Care —Saint George, UT
- $95,000 - $115,000 a year
- Full-time
- Residential
- Bachelor's degree
- Business Administration
Quick Apply
9d
Financial Advisor - Fortune 500 Firm
Northwestern Mutual - Provo —Provo, UT
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Tax Accountant
Vyde LLC —Provo, UT
- $80,000 - $90,000 a year
- Full-time
- Background check
- CPA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
1d
Sales Representative - Uniform
Cintas —Salt Lake City, UT
- Full-time
- Microsoft Outlook
- Marketing
- Mid-level
- Profit sharing
- AD&D insurance
Entry Level - Wealth Management Leadership Program
Equitable Advisors —Salt Lake City, UT
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Office
- Profit sharing
- Health savings account
Quick Apply
Automotive Sales Advisor
Asbury —Draper, UT
- Full-time
- Bilingual
- 18 years or older
- Dealership
- Paid training
- Paid parental leave
Quick Apply
Financial Advisor with Sales Background
Northwestern Mutual —Salt Lake City, UT
- $119,000 - $245,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Experience Automotive Technician, Larry H Miller Mercedes of Draper
Asbury —Draper, UT
- Full-time
- ASE Certification
- 18 years or older
- OSHA
- Paid training
- Paid parental leave
Quick Apply
Fitness Coach & Membership Advisor
Sweat 440 —Herriman, UT
- $18 - $25 an hour
- Part-time
- Hospitality
- CPR Certification
- In-person
- Employee discount
- Gym membership
Quick Apply
14d
A-Tech-LHM Chevrolet
Asbury —Murray, UT
- Full-time
- ASE Certification
- 18 years or older
- Dealership
- Paid training
- Paid parental leave
Quick Apply
Learning Specialist
University of Utah Health —Salt Lake City, UT
- Full-time
- Experience working with individuals with disabilities
- Pass drug screening
- Mid-level
- Retirement plan
Mgr,Strategic Accounts
CVS Health —Utah
- $54,300 - $145,860 a year
- Full-time
- Remote
- Writing skills
- 3 years
- Analysis skills
- Health insurance
- Dental insurance
Health System Account Liaison
McKesson —Utah
- $83,300 - $138,900 a year
- Microsoft Word
- Clean driving record
- Driver's License
- Wellness program
- Employee stock purchase plan
Payment Integrity Nurse I
Cambia Health Solutions —Salt Lake City, UT
- $72,000 - $117,000 a year
- Full-time
- Remote
- Background check
- Nursing
- Microsoft Excel
- Health savings account
- Paid holidays
7d
Learning Specialist
University of Utah —Salt Lake City, UT
- Full-time
- Experience working with individuals with disabilities
- Pass drug screening
- Mid-level
- Retirement plan
Relationship Manager
Sunwest Bank —Sandy, UT
- $150,000 - $175,000 a year
- Microsoft Excel
- Computer literacy
- Mid-level
Quick Apply

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member advisor jobs near utah

Financial Advisor Operations Associate

Strategic Planning Group -
Bountiful, UT

Quick Apply

Job Details

Full-time
$25 - $40 an hour

Benefits

Paid holidays
401(k)
Financial planning services
Paid time off
Retirement plan

Qualifications

Customer communication
Trust document review
Investment operations
Research
Traditional IRAs for retirement planning
Financial services
CRM system proficiency
Retirement projections
401(k) rollovers

Full Job Description

Financial Advisor Operations Associate

Strategic Planning Group | Bountiful, Utah

Pay: $25.00 to $40.00 per hour
Schedule: Full time, Monday through Friday, 9 AM to 5 PM
Location: In office, Bountiful Utah

About Strategic Planning Group

Strategic Planning Group is a well established investment management firm in Bountiful, Utah. For over 40 years, our firm has focused on building long term client relationships through thoughtful financial guidance and consistent service. We value professionalism, integrity, teamwork, and accountability.

We are seeking an experienced Financial Advisor Operations Associate who can step into a key support role within our advisory team.

Position Overview

This position supports both advisors and clients through account operations, service coordination, and administrative accuracy. It is best suited for someone with prior financial industry experience who can contribute quickly with minimal ramp up.

This is not an entry level role.

Key Responsibilities

Open and maintain client investment accounts
Manage and update client profiles and records
Process account service requests and follow through to completion
Respond to client calls, emails, and service needs professionally
Assist advisors with research and financial planning related tasks
Maintain organized documentation and compliance standards
Coordinate with custodians and internal team members as needed

Experience and Skills

Two or more years of experience at a financial advisory or investment firm
Familiarity with platforms such as Redtail CRM, Black Diamond, Wealthscape, Schwab Advisor Center, or Fidelity systems
Strong written and verbal communication skills
Proficiency with Outlook, Teams, Word, and Excel
Strong organizational skills and attention to detail
Ability to manage multiple priorities with consistency and accuracy
Professional, confident, and dependable work style

Our Ideal Candidate

Enjoys operational and detail oriented work
Takes ownership of responsibilities
Communicates clearly and respectfully
Works well independently and within a team
Is interested in a long term career in financial services

Compensation and Benefits

$25.00 to $40.00 per hour depending on experience
401k
PTO
Sick Time
Paid Holidays
Stable full time schedule
Supportive, professional office environment

Location

Must be able to work in person in Bountiful, Utah

Experience

Minimum two years at an investment or financial advisory firm required
Preferred platform experience:
– Redtail CRM or Black Diamond– Wealthscape– Schwab Advisor Center or Fidelity systems

Pay: $25.00 - $40.00 per hour

Benefits:

401(k)
Financial planning services
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

member advisor jobs in utah

Financial Advisor Operations Associate

Strategic Deterrent Nuclear Survivability Analyst

Chief of Staff

Tax Manager

Executive Director of Human Resources & Organizational Development

Financial Advisor - Fortune 500 Firm

Tax Accountant

Sales Representative - Uniform

Entry Level - Wealth Management Leadership Program

Automotive Sales Advisor

Financial Advisor with Sales Background

Experience Automotive Technician, Larry H Miller Mercedes of Draper

Fitness Coach & Membership Advisor

A-Tech-LHM Chevrolet

Learning Specialist

Mgr,Strategic Accounts

Health System Account Liaison

Payment Integrity Nurse I

Learning Specialist

Relationship Manager

I want to receive the latest job alert for member advisor in utah

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