Entry Level Finance - Wealth Management

We are seeking a Financial Services Professional to join our team!* FINRA Sponsorship for the SIE, Series 7, and Series 63 provided.* Start Date: December 2024* Paid studying opportunity to obtain licenses within first 90 days of employment!* Demonstrates expertise in areas of investments, markets, finance, and economic conditions with the ability to refer investment and retirement solutions* Assists clients by facilitating trades, servicing accounts, and educating clients when needed.* Help clients navigate the website, address a wide range of concerns, and uncover additional financial needs.* Acting as primary support person for internal and external clients, supporting clients by answering questions and solving problems; transactional and navigational support* _Base salary plus performance based bonuses (no commission)_Qualifications:* Bachelors Degree Required* Able to work onsite in Salt Lake City, UT* Previous experience in banking, financing, sales, or other related fields* Familiarity with investment products and services* Ability to build rapport with clients* Strong analytical and critical thinking skills* Excellent written and verbal communication skills#IND1Job Types: Full-time, ContractPay: From $53,000.00 per yearBenefits:* 401(k)* 401(k) matching* Dental insurance* Flexible schedule* Health insurance* Life insurance* Paid time off* Paid training* Professional development assistance* Retirement plan* Vision insuranceCompensation Package:* Bonus opportunitiesEducation:* Bachelor's (Required)Ability to Commute:* Salt Lake City, UT 84116 (Required)Ability to Relocate:* Salt Lake City, UT 84116: Relocate before starting work (Required)Work Location: Hybrid remote in Salt Lake City, UT 84116

Created: 2024-11-14