Private Wealth Advisor

The Anderson Search Group; Utah; On-site; USD 90,000 - 170,000; Full time

Job summary

The Anderson Search Group has been retained by a top-tier financial institution in Utah to identify a Wealth Advisor for its private wealth division in the Salt Lake City market. The ideal candidate will serve high‑net‑worth clients across Salt Lake City, Davis County, and nearby areas, leveraging the bank's private, business, and corporate channels.

NO COLD CALLING is required; candidates should have Series 7 (with 63/66) and Life/Health licenses, a U4 clean record, and a demonstrated book of

Qualifications

• Clean U4 and Series 7, 63/66, and Life and Health Insurance.
• CFP preferred but not required.
• Proven ability to have built their own book of business to at least $40 million AUM in fee based business.
• Experience with high-net worth clients preferred.
• Experience with utilizing internal bank channels and partners preferred.

Skills

Series 7

Series 63/66

Life and Health Insurance

Book of Business

CFP preferred

Job description

The Anderson Search Group has been retained by a an $80 billion financial institution to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's existing private bank, business banking, commercial and corporate banking clients in the Salt Lake City Market targeting high-net worth clients and prospects. Specifically looking for someone north of Salt Lake City in Davis County in Bountiful, Centerville, or Farmington and someone in downtown Salt Lake City or south of town in the East Bench area. This person will have access to the commercial and corporate bank clients. NO COLD CALLING! This role offers a generous base salary and uncapped incentive plan.

The Ideal Candidate Shall Possess:

• Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
• CFP preferred but not required
• Proven ability to have built their own book of business to at least $40 million AUM in fee based business
• Experience with high-net worth clients preferred
• Experience with utilizing internal bank channels and partners preferred

The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.