Financial Advisor Operations Associate Strategic Planning Group

• 1.0 Bountiful, UT Job Details Full-time $25
• $40 an hour 6 hours ago 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