Staff Financial Planner Jobs in Utah

Your day-to-day duties may include:

Meeting sales goals: You will be responsible for meeting individual and team sales goals and revenue targets.

Compensation: This is a performance-based position. The Salary listed is the average Salary of our Associates.

Support the Wealth Management unit in strategic projects as needed.

Conduct investment portfolio analysis and manage projections for areas like insurance, retirement, and investment analysis.

Analysis skills, task coordination and problem solving.

Knowledge of the laws that apply to the financial industry.

Skills to prepare effective presentations and present the client if necessary.

Excellent interpersonal relationships and teamwork skills.

Excellent oral presentation skills and effective meeting management.

Bachelor in Business Administration with concentration in: Accounting, Economics, Finance, Financial Planning or Management.

Client relationship and service skills

Teamwork skills, interpersonal relationships, and negotiation.

Technical knowledge of investments, trusts, testaments, insurance, contributions on income and flow, budgets, business succession, individual credit, and retirement plans.

Knowledge of banking products and services.