Associate Advisor: Wealth Planning Support

Private Advisory Group; Lehi (UT); On-site; USD 110,000 - 130,000; Full time

Job summary

Private Advisory Group is seeking an Associate Advisor to support clients and principal advisors in Utah. You’ll prioritize needs, anticipate requests, and maintain high service standards as part of a collaborative team.

You will help with account openings, transfers, and planning tasks, while analyzing client goals and maintaining strong client relationships for growth and retention.

Qualifications

• Undergraduate degree or higher in finance, accounting or related field.
• Finance or accounting degree required or equivalent experience.
• Certifications: CFP, CFA or CPA preferred.
• Series 65 or equivalent license required.
• Minimum 5 years of industry experience.

Responsibilities

• Interact with clients to provide exceptional service.
• Assist with account openings, transfers and distributions.
• Analyze client financial situations, goals and constraints.
• Prioritize telephone calls, emails and daily maintenance tasks.
• Support administrative duties and team initiatives.

Skills

Reliability

Detail Orientation

Interpersonal Skills

Career-Driven

Tech-Savvy

Confidentiality

Education

Undergraduate degree or higher

Finance or Accounting degree

CFP/CFA/CPA

Series 65 or equivalent

Job description

Private Advisory Group is seeking an Associate Advisor to support clients and principal advisors in Utah. You’ll prioritize needs, anticipate requests, and maintain high service standards as part of a collaborative team.

You will help with account openings, transfers, and planning tasks, while analyzing client goals and maintaining strong client relationships for growth and retention.