Demo

Private Wealth Advisor

The Anderson Search Group
George, UT Full Time
POSTED ON 10/22/2024 CLOSED ON 11/22/2024

What are the responsibilities and job description for the Private Wealth Advisor position at The Anderson Search Group?

The Anderson Search Group has been retained by the premier financial institution in Salt Lake City to identify a Wealth Advisor for their St. George market to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's over 60% market share in Salt Lake City. This person will have access to over 330,000 existing bank clients to call on and direct access to the commercial and corporate bank clients. NO COLD CALLING! This role offers a generous base salary and uncapped incentive plan.


The Ideal Candidate Shall Possess:

  • Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
  • CFP preferred but not required
  • Proven ability to have built their own book of business to at least $60 million AUM in fee based business


The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Salary : $60,000 - $100,000

Wealth Advisor/Financial Planner (CFP)
Sierra Pacific Private Wealth, LLC -
Pleasanton, CA

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Private Wealth Advisor?

Sign up to receive alerts about other jobs on the Private Wealth Advisor career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$182,497 - $259,882
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at The Anderson Search Group

The Anderson Search Group
Hired Organization Address New York, NY Full Time
Commercial Relationship Officer - Association Banking - New York, New York The Anderson Search Group has been engaged by...

Not the job you're looking for? Here are some other Private Wealth Advisor jobs in the George, UT area that may be a better fit.

AI Assistant is available now!

Feel free to start your new journey!