Wasatch Wealth, a growing wealth management group focusing on businesses is looking for a financial advisor with experience at a brokerage firm or financial planning firm. You will be compensated for any clients or assets you bring with you. Wasatch Wealth offers three lines of service; wealth management for individuals, exit planning for business owners and employer benefits including 401k plans. This is an excellent opportunity for a person who consistently seeks personal challenges and professional development.
This position offers significant opportunities for growth and career advancement. Our new advisor will work with our existing book of business and will be required to grow the book with new clients. Advisor will receive a percentage of new growth they bring in through their efforts on top of their salary. Possible partnership opportunity available in the firm, based upon a career path decided upon with your contract. Wasatch Wealth takes a team approach when working with clients. To meet their needs and expectations.
Marketing plans are in place and you will be expected to work alongside our lead advisor marketing to business owners and high net worth families and individuals.
Training and Development
You will temporarily work in each of the positions of the team to learn our processes and get hands on training on how our service models work. You will work side by side with our lead advisors on client cases, eventually spinning off to handle the meetings yourself.
The following will be available to you:
- Training and certification as a Certified Business Exit Consultant.
- Hands on training with 401(k) plans and ERISA laws.
- Use of our Wealth Management tools and services for high net worth clients.
Series 7 license and other professional designations preferred.
Salary commensurate with experience plus a percentage of commissions and fees. Expenses will be covered by the firm.
Employee Type: Full-time. Office and computer will be provided.
Please email cover letter and resume outlining your experience to firstname.lastname@example.org
Equal Opportunity Employer