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Licensed Financial Advisor
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BANDER Wealth Managment
Remote
$95,000 Salary, Full-Time
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Job Description
Licensed Financial Advisor BANDER Wealth Managment Salt Lake City, UT Job Details Full-time $80,000 - $110,000 a year 2 hours ago Benefits Paid time off 401(k) matching Qualifications Financial planning Research Series 65 Practicing in the securities industry Series 63 Full Job Description Job Summary We are seeking a knowledgeable and client-focused Financial Advisor to provide comprehensive financial planning and wealth management services. The ideal candidate will possess a strong understanding of financial concepts, investment management, and estate planning to help clients achieve their financial goals. This role involves analyzing clients' financial situations, developing tailored strategies, and maintaining long-term relationships to ensure ongoing financial success. Candidates with experience in securities law, tax planning, and financial analysis will thrive in this position. A commitment to ethical standards and excellent customer service is essential for success. Responsibilities Develop personalized financial plans for clients based on their individual goals, risk tolerance, and financial situation. Provide expert advice on estate planning, wills, trusts, and estate law to optimize wealth transfer strategies. Assist clients with investment management, portfolio management, cash management, and asset allocation. Conduct thorough financial analysis using advanced financial software to evaluate client portfolios and recommend adjustments. Stay informed about securities law, tax regulations, and industry best practices to ensure compliance and optimal advice. Educate clients on various financial services including banking, wealth management, and corporate accounting solutions. Build and maintain strong client relationships through exceptional customer relationship management skills. Research market trends and economic data to inform investment strategies and financial planning recommendations. Support clients in areas such as risk management, securities law compliance, and technical accounting issues related to their finances. Experience Proven experience in financial sales or advisory roles within the financial services industry. Strong background in estate planning, wills, trusts & estate law, tax experience, and securities law. Demonstrated expertise in financial analysis, investment management, research, and the use of financial software tools. Knowledge of public accounting, corporate accounting, asset management, and banking operations is highly desirable. Familiarity with CRM systems and sales techniques to develop new client relationships and retain existing ones. Experience with technical accounting standards related to wealth management or asset management is a plus. This position offers an opportunity to work in a dynamic environment where your expertise will directly impact clients' financial well-being while advancing your career in the finance industry.