Personal Financial Advisor Jobs in Salt Lake City, UT

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1-11 of 11 Jobs

Wealth Advisor - Or

  • California Bank U0026 Trust
  • Salt Lake City, UT
  • 1 day ago
Private Wealth Management at California Bank & Trust is delivered by a team of banking professionals including:* Private Bankers* Investment Management Portfolio Managers* Advanced Planning Professionals...

Wealth Management Consultant

  • Fidelity Investments
  • West Valley City, UT (1 mile from Salt Lake City, UT)
  • 3 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Sandy, UT (8 miles from Salt Lake City, UT)
  • 3 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • American Fork, UT (19 miles from Salt Lake City, UT)
  • 5 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Salt Lake City, UT
  • 5 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Bountiful, UT (19 miles from Salt Lake City, UT)
  • 5 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Advisor - Irvine or San Diego

  • California Bank & Trust
  • Salt Lake City, UT
  • 45+ days ago
Private Wealth Management at California Bank & Trust is delivered by a team of banking professionals including: Private Bankers Investment Management Portfolio Managers Advanced Planning Professionals...

US Bank Private Wealth Management- Private Wealth Advisor

  • U.S. Bancorp
  • Salt Lake City, UT
  • 45+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

In-House Virtual Wealth Advisor

  • Mountain America Credit Union
  • Salt Lake City, UT
  • 60+ days ago
management team Networks with MACU and non-MACU business partners Champions all wealth management marketing campaigns including all credit union campaigns All other duties as assigned KNOWLEDGE, SKILLS...

Wealth Management Advisor

  • U.S. Bancorp
  • Salt Lake City, UT
  • 60+ days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....

Wealth Management Advisor

  • TIAA-CREF
  • Salt Lake City, UT
  • 90+ days ago
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

Demographic Data for Salt Lake City, UT

Moving to Salt Lake City, UT? Find some basic demographic data about Salt Lake City, UT below.


594,043
19,867
Large

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Salt Lake City, UT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions


  • Deloitte
    Jobs
  • Zions Bancorporation
    Jobs
  • Fidelity Investments
    Jobs
  • KPMG
    Jobs
  • EY
    Jobs
  • Federal Reserve Bank
    Jobs
  • Circle
    Jobs
  • Dominion Energy
    Jobs
  • Freedom Financial Network
    Jobs
  • The Univeristy of Utah
    Jobs

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.


Highest Education Level

Personal Financial Advisors in Salt Lake City, UT offer the following education background
  • Bachelor's Degree (52.1%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Salt Lake City, UT
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills


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