Financial Advisor at Jobot
Pleasant Grove, UT 84062
About the Job
Financial Advisors
This Jobot Job is hosted by: Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $70,000 per year
A bit about us:
Our client is a forward-thinking financial consulting firm specializing in holistic wealth management solutions that empower individuals, families, and businesses to achieve financial wellness and long-term prosperity. With a unique blend of financial expertise and life coaching, our client provides a highly personalized approach to financial planning, guiding clients through every life stage—from debt reduction and retirement planning to wealth preservation and legacy planning.
For over two decades, our client has cultivated a reputation for helping clients reduce financial stress and achieve clarity in their financial lives. Their team values a proactive, client-centric approach, building close relationships to ensure that financial strategies align with personal values and life goals. With comprehensive services that include wealth management, tax strategies, and business advisory, our client is dedicated to making financial peace accessible and attainable for everyone they serve.
As part of the team, you’ll be joining a passionate group of professionals committed to creating financial pathways to freedom and security for a diverse clientele.
Why join us?
Health Insurance
Dental insurance
Flexible schedule
Paid time off
Job Details
Job Overview
Our client, a leading financial consulting firm focused on holistic wealth management and financial wellness, is seeking an experienced and client-focused Financial Advisor. In this role, you will provide tailored financial advice to clients, helping them achieve their short- and long-term financial goals, reduce financial stress, and gain clarity in their financial lives. You’ll work closely with individuals, families, and business owners, guiding them through the complexities of wealth management, retirement planning, tax strategies, and debt management.
Key Responsibilities
Client Relationship Management:
Establish and maintain strong, trusted relationships with clients. Engage in regular consultations to understand clients’ unique financial needs, aspirations, and challenges.
Financial Planning and Analysis:
Develop customized financial plans that include retirement planning, debt management, investment strategies, tax efficiency, and wealth preservation. Regularly review and adjust financial plans to meet clients’ evolving needs.
Investment Guidance:
Provide informed guidance on investment opportunities that align with clients’ goals, risk tolerance, and time horizon. Monitor portfolio performance and conduct periodic reviews.
Education and Coaching:
Educate clients on financial principles and strategies to improve their financial literacy and confidence. Act as a life coach in financial decision-making, supporting clients through various life stages.
Compliance and Documentation:
Ensure all financial activities adhere to regulatory standards and maintain accurate client records. Keep up-to-date with changes in laws and regulations affecting financial planning and investment.
Qualifications
Education & Certification:
Bachelor’s degree in Finance, Economics, Business, or related field.
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar certification preferred.
Series 65 or equivalent securities license may be required.
Experience:
Minimum of 3-5 years of experience in financial planning, wealth management, or a related advisory role.
Proven track record in managing client relationships and providing holistic financial advice.
Skills & Competencies:
Strong interpersonal and communication skills, with an ability to simplify complex financial concepts.
Analytical mindset with excellent problem-solving abilities.
High ethical standards and dedication to client confidentiality and trust.
Proficiency with financial planning software and tools.
Why Join Our Client’s Team?
Be part of a forward-thinking firm that combines financial expertise with a holistic approach to wealth management.
Collaborate with a passionate team focused on delivering financial clarity, freedom, and peace to clients.
Enjoy a flexible and supportive work environment that values personal development and continuous learning.
Competitive salary, benefits, and opportunities for professional growth and advancement.
If you’re passionate about empowering clients to achieve financial wellness and looking to make a meaningful impact, we invite you to apply and join our client’s mission of transforming lives through financial clarity.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $50,000 - $70,000 per year
A bit about us:
Our client is a forward-thinking financial consulting firm specializing in holistic wealth management solutions that empower individuals, families, and businesses to achieve financial wellness and long-term prosperity. With a unique blend of financial expertise and life coaching, our client provides a highly personalized approach to financial planning, guiding clients through every life stage—from debt reduction and retirement planning to wealth preservation and legacy planning.
For over two decades, our client has cultivated a reputation for helping clients reduce financial stress and achieve clarity in their financial lives. Their team values a proactive, client-centric approach, building close relationships to ensure that financial strategies align with personal values and life goals. With comprehensive services that include wealth management, tax strategies, and business advisory, our client is dedicated to making financial peace accessible and attainable for everyone they serve.
As part of the team, you’ll be joining a passionate group of professionals committed to creating financial pathways to freedom and security for a diverse clientele.
Why join us?
Health Insurance
Dental insurance
Flexible schedule
Paid time off
Job Details
Job Overview
Our client, a leading financial consulting firm focused on holistic wealth management and financial wellness, is seeking an experienced and client-focused Financial Advisor. In this role, you will provide tailored financial advice to clients, helping them achieve their short- and long-term financial goals, reduce financial stress, and gain clarity in their financial lives. You’ll work closely with individuals, families, and business owners, guiding them through the complexities of wealth management, retirement planning, tax strategies, and debt management.
Key Responsibilities
Client Relationship Management:
Establish and maintain strong, trusted relationships with clients. Engage in regular consultations to understand clients’ unique financial needs, aspirations, and challenges.
Financial Planning and Analysis:
Develop customized financial plans that include retirement planning, debt management, investment strategies, tax efficiency, and wealth preservation. Regularly review and adjust financial plans to meet clients’ evolving needs.
Investment Guidance:
Provide informed guidance on investment opportunities that align with clients’ goals, risk tolerance, and time horizon. Monitor portfolio performance and conduct periodic reviews.
Education and Coaching:
Educate clients on financial principles and strategies to improve their financial literacy and confidence. Act as a life coach in financial decision-making, supporting clients through various life stages.
Compliance and Documentation:
Ensure all financial activities adhere to regulatory standards and maintain accurate client records. Keep up-to-date with changes in laws and regulations affecting financial planning and investment.
Qualifications
Education & Certification:
Bachelor’s degree in Finance, Economics, Business, or related field.
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar certification preferred.
Series 65 or equivalent securities license may be required.
Experience:
Minimum of 3-5 years of experience in financial planning, wealth management, or a related advisory role.
Proven track record in managing client relationships and providing holistic financial advice.
Skills & Competencies:
Strong interpersonal and communication skills, with an ability to simplify complex financial concepts.
Analytical mindset with excellent problem-solving abilities.
High ethical standards and dedication to client confidentiality and trust.
Proficiency with financial planning software and tools.
Why Join Our Client’s Team?
Be part of a forward-thinking firm that combines financial expertise with a holistic approach to wealth management.
Collaborate with a passionate team focused on delivering financial clarity, freedom, and peace to clients.
Enjoy a flexible and supportive work environment that values personal development and continuous learning.
Competitive salary, benefits, and opportunities for professional growth and advancement.
If you’re passionate about empowering clients to achieve financial wellness and looking to make a meaningful impact, we invite you to apply and join our client’s mission of transforming lives through financial clarity.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
50,000 - 70,000 /year
