Job Description
Financial Advisor Location:
South Jordan, UT Firm:
Tencap Wealth Coaching Compensation:
$75,000-$100,000 all-in, depending on experience, licensing, and designation level. Compensation includes base salary, a designation-based bump to base, and a quarterly bonus tied to firm revenue. About the Role Tencap Wealth Coaching is hiring a Financial Advisor for a growing wealth RIA. This is a planning heavy role with established firm clients, not a business development role. This role is designed for someone who has spent the last 2-4 years supporting a lead advisor and is ready to take the next step toward becoming a Lead Advisor . The goal is to provide training and observation, and promote the right candidate into a Lead Advisor role within the first year. You will support client meetings, prepare planning work, handle follow-up, and gradually take ownership of firm-assigned client relationships. More experienced candidates may lead select client meetings and deliver advice with appropriate firm oversight. What You'll Do Prepare client meeting agendas, notes, planning materials, and follow-up items Attend and support advisor-led client meetings Draft client follow-up emails, summaries, and recommendations Support retirement, tax-aware, investment, estate, and cash-flow planning Handle planning complexity for clients with approximately $100,000-$500,000 in AUM Coordinate with advisors, CSAs, custodians, CPAs, attorneys, and other professionals Take increasing ownership over assigned client relationships Who We're Looking For College degree required CFP®, Series 65, or Series 66 preferred 2-4+ years of experience as an associate advisor, financial planner, or advisor support professional within an RIA or wealth management firm Strong written and verbal communication skills Organized, detail-oriented, and able to follow through without constant oversight Comfortable supporting client meetings and identifying planning opportunities Interested in building a long-term advisory career Candidates at the top end of the compensation range should be able to develop and deliver advice independently with appropriate firm oversight. Benefits Health insurance stipend or health benefits PTO 401(k) Disability insurance Life insurance Long-term growth opportunities Hiring Process 1. Submit resume 2. Complete Culture Index survey 3. 30-minute Zoom interview with COO 4. 60-minute in-person interview with Founder + COO 5. Clean background check Pay:
$75,000.00 - $100,000.00 per year Benefits:
401(k) 401(k) matching Health insurance Life insurance Paid time off Retirement plan Application Question(s): Do you currently hold the CFP® designation? What securities/investment advisory licenses do you currently hold? Have you spent at least 2 years supporting a lead advisor in client meetings, planning preparation, and client follow-up? Are you comfortable with a role that does not require business development but is designed to grow into a Lead Advisor position managing firm-assigned clients? This role does not require a portable book of business or any client assets to move with you. However, some advisor candidates may have client relationships that could potentially follow them. If applicable, approximately how much portable AUM do you reasonably believe could transition within the first 12 months? Please only include assets you believe are portable based on your current agreements, client relationships, and any applicable legal or compliance obligations. How long have you worked as a financial advisor, associate advisor, financial planner, or advisor support professional? Please paste a link to you Linkedin profile. Pleas provide your CRD Number if applicable otherwise type "NA" Work Location:
In person
