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Associate Wealth Planner — Clients
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-03-13
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-03-13
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Salt Lake City is seeking a financial planner to join its team. This role involves completing financial plans and investment reports while supporting client service execution. The ideal candidate should have a bachelor's degree and CFP(R) certification with 2-3 years of experience. Strong communication skills and proficiency in Microsoft Office, especially Excel, are essential.
The firm offers comprehensive employee benefits, including a 401(k) plan with matching and flexible medical options.
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Position Requirements
10+ Years
work experience
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