Client Service Associate – Series 7 Licensed - Salt Lake City, UT

We are seeking Client Service Associate – Series 7 Licensed to support complaint resolution operations within a financial services environment. · ...

Financial Case Advisor. Active Series 7 and SIE license required. · Risk management, business controls, quality assurance experience. · ...

This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. · ...

The Financial Advisor will connect with clients and help them transition to a modern digital platform for handling their portfolios online. The role involves answering calls from clients and Financial Advisors, reviewing portfolio holdings, educating on different investment platf ...

Fidelity is seeking a Financial Services Representative to support its customers over the phone and in an Investor Center. The role involves working from home and spending one day per week in the Investor Center. The representative will be responsible for answering customer quest ...

A Team Leader in our Regional Center will have the resources at their disposal to succeed on each count. With a focus on employee development and collaboration. · Proven Leadership Experience · Previous Management or Leadership Experience in financial services is a plus. · ...

The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. · ...

Join Bankers Life as an Insurance Sales Agent and propel your success in securing financial independence for yourself and others. · ...

+We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team.+ · +Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients. · Proactively identify and engage prospective clients through network ...

Fidelity believes in fair and consistent treatment for every associate and customer. We are committed to creating a safe and respectful environment where everyone is treated with kindness. · ...

+Manage and grow individual relationships with high-net worth and complex clients across all products and services.+Leads advisory team practice management meetings to promote efficient and effective practices.+Delivers client service and sales support as a part of the Wealth Man ...

This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. · ...

Join a stable industry leader and deepen relationships with existing clients. · At Fidelity, we empower professional growth, flexibility and support for long-term success. You will engage face-to-face with customers offering personalized planning while helping extend the firm's b ...

Salaried Financial Advisor / Retirement Plan Sales Consultant opportunity for a local organization with a focus on selling advisory services to businesses. · ...

Wells Fargo is seeking a Licensed Customer Service Associate for the Investment Contact Center (ICC). · In This Role, You Will: · Participate in supporting internal and external customers by providing moderately complex to complex support services in account management,Review les ...

Job Description · Is it time to make new investments into your career? · Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, fl ...

Zions is seeking a Centralized Wealth Advisor to join our team to work with clients across our footprint. · ...

Fidelity's Licensing Accelerator Program provides an opportunity to learn more about the industry and the culture at Fidelity while preparing for the Securities Industry Essentials Exam. · ...

We are seeking a Senior Lead Technology Banking Relationship Manager to join our Salt Lake City technology banking team. · Develop complex client relationships by understanding client needs and prioritiesDrive revenue generation across Wells Fargo's platform by identifying new cr ...

Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our Salt Lake City technology banking team. This individual will cover growth stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Lea ...