Entry level Financial Consultant-Wealth Management

Associate Staffing

Salt Lake City, UT

Salaried position with potential annual bonus (no commission)

First 90 days of this Entry level position is a paid study program to obtain your FINRA SIE, Series 7, and Series 66 licenses. This program will provide all of the study material and cover cost all of your exams. Your only responsibility during the first 3 months is to successfully pass these exams. Once you've obtained the required licenses you'll be eligible to work with internal clients to help them invest in their future.  

This entry level Wealth Management position will allow you to support internal clients by providing sound professional advice.  You'll be helping your clients pursue their financial goals by developing a personalized plan based on their financial situations. 

This is a low risk entry level position into the industry. Since your clients are provided for you, you won't be required to build a book of business. You'll only be supporting the clients who are already established within the Financial Institution. You'll be there to assist them with their financial needs by helping them open new investment accounts, provide education, and determining the best solution to meet client's needs. 

A Finance degree or previous Finance experience is strongly recommended, but not required. Looking for individuals with excellent social skills, knowledge of investment products and an interest in pursuing a career within Wealth Management.