More jobs:
Retirement Wellness Counselor II; Onsite
Job in
Draper, Salt Lake County, Utah, 84020, USA
Listed on 2026-01-12
Listing for:
CAPTRUST
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm in Draper, UT, is looking for a Financial Counselor II to provide holistic financial guidance to retirement plan participants. The ideal candidate will have 6+ years of industry experience and relevant certifications. Responsibilities include making informed financial conversations, providing actionable advice, and documenting interactions. The position offers robust benefits, including health coverage and a company discretionary bonus.
Join a supportive team dedicated to improving clients' financial lives.
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