State Licensed Financial PlannerVirtualVocations • Salt Lake City, Utah, United States
State Licensed Financial Planner
VirtualVocations • Salt Lake City, Utah, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Planner to provide comprehensive financial guidance and support to clients.
Key Responsibilities
Deliver comprehensive financial plans that drive measurable outcomes for participants
Lead proactive conversations to uncover client goals and position appropriate products and services
Provide education and actionable guidance on various financial topics and facilitate client-directed transactions
Required Qualifications
Bachelor's degree or equivalent combination of education and professional experience (MBA preferred)
Certified Financial Planner (CFP) designation required
FINRA Series 7, 63, and 65 registrations required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience
serp_jobs.job_alerts.create_a_job
Financial Planner • Salt Lake City, Utah, United States
Job_description.internal_linking.related_jobs
Zions is regularly recognized by American Banker as one of the.The Most Powerful Women in Banking.Our customers consistently vote us as the best bank in our local markets.We value our employees, ...serp_jobs.internal_linking.show_more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer.Our team of experts works together to identify and create value in real assets, benefiting the commu...serp_jobs.internal_linking.show_more
serp_jobs.internal_linking.show_more
Turner Industries Group, LLC has an opening for a Planner to join our team in Salt Lake City, UT.As a Planner you will need relevant experience with equipment, piping, structural steel and light ci...serp_jobs.internal_linking.show_more
Public Finance : Municipal Consulting Analyst.Public Finance : Municipal Consulting Analyst based in the Salt Lake City, Utah office location.
Ideal candidates will have the skills and experience nece...serp_jobs.internal_linking.show_more
Transition Planner - Salt Lake City.Salaried High Fringe / Full-Time.LMI is seeking an experienced Activation Project Manager to join our team under the IOTA contract.
The successful candidate will pr...serp_jobs.internal_linking.show_more Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.Zion...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.Zion...serp_jobs.internal_linking.show_more 
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 ...serp_jobs.internal_linking.show_more
Senior Government Healthcare Financial Consultant Reporting and Monitoring.Mercer Health & Benefits, LLC is seeking candidates for the following full-time position based in the Salt Lake City, UT ...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more 
LMI is seeking an experienced Activation Project Manager to join our team under the IOTA contract.The successful candidate will provide comprehensive Activation Services for transitioning, installi...serp_jobs.internal_linking.show_more
Corebridge Financial Opportunity.Corebridge helps people make some of the most meaningful decisions they're ever going to make.
We help them plan and take action to protect the future they envision ...serp_jobs.internal_linking.show_more
Financial Services Representative.Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and hav...serp_jobs.internal_linking.show_more
Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event industry.
Offering an unmatched, 360-degree solution set for a collection of...serp_jobs.internal_linking.show_more
This position is involved in budgeting, strategic planning, variance, patient account and operations data, and ad-hoc analysis processes, which are used to ensure sound financial operations and pro...serp_jobs.internal_linking.show_more
Job Duties : Associate, Platform Management with Goldman Sachs & Co.Perform daily liquidity management function to assess current and future funding requirements.
Prepare Liquidity recommendations fo...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
Municipal Consulting Financial Analyst : Salt Lake City, UT
BankTalent HQ • Salt Lake City, UT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data Annotation • Bountiful, Utah
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Manager, Financial Reporting
CIM Group • Riverton, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • South Jordan, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Planner - Salt Lake CIty, UT
Turner Industries • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Municipal Consulting Financial Analyst : Salt Lake City, UT
Zions Bank • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Transition Planner - Salt Lake City
LMI Consulting, LLC • Salt Lake City, UT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Strategist - Salt Lake City
Zions Bank • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data Annotation • Layton, Utah
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst - Asset / Liability Management - Salt Lake City
Zions Bank • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planning Associate
Fidelity Investments • Salt Lake City, UT, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Government Healthcare Financial Consultant Reporting and Monitoring
Marsh McLennan • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data Annotation • Lehi, Utah
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Transition Planner - Salt Lake City
LMI • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Retirement Plan Consultant - Salt Lake City, UT
Corebridge Financial • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Services Representative - SIE (Sandy, UT)
Morgan Stanley • Sandy, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Regional Finance Director | Full-Time | Utah Valley Convention Center
Oak View Group • Provo, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst or Analyst II
Intermountain Health • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Asset & Wealth Management - Salt Lake City - Associate, Platform Management - 9350559
Goldman Sachs • Salt Lake City, UT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data Annotation • Murray, Utah
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted