Private Wealth Advisor - No Cold Calling, HNW Focus

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 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