Remote Private Client Advisor: Mass Affluent Planner

A leading financial institution in Salt Lake City is seeking a Private Client Advisor to focus on the Mass Affluent client base. The Advisor will manage investment services, develop client relationships with assets between $250,000 and $2 million, and collaborate with Retail Branch Managers. Ideal candidates possess a high school diploma, strong sales track record, and required financial licenses. This position offers a base salary of $55,000, plus commission and benefits, promoting a client-centric, inclusive work environment.
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