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Company Name : Private Advisory Group
Location : Draper, UT 84020
Position : Associate Advisor
Job Description : We are growing and are looking for another outstanding person to support our clients and advisors in the role of Associate Advisor.If you are people-oriented, intelligent, responsible, and professional please contact us. We offer a low-stress, team environment where individuals are empowered to make a difference in the firm and in our client’s lives. We encourage and support individual growth and development.This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team. They must be reliable, organized and deadline driven. This individual will be primarily responsible for behind-the-scenes operational support to the principal advisor(s).Elements of responsibilities include processing account openings, transfers, and distributions according to government regulations and company policies. You will be expected to answer and prioritize telephone calls, emails, daily account maintenance, and other administrative support tasks. This role can grow into more advisory and planning functions as your skillset and interest expands.The position requires sitting, standing, and mobility throughout the office and ability to communicate clearly and professionally is vital to the role of associate advisor.Educational and Experience PreferencesUndergraduate degree or higherFinance or Accounting degree5 years industry experienceCompensation RangeBase Salary: Extremely Competitive, based on experienceBonus: Based on Firm Results2-4 Weeks of paid vacation, depending upon experience10 personal days401(k) plan with MatchingHealth, vision and dental plans availableQualitiesComfortable with direct client interactionHave strong interpersonal skillsReliable, follows through on commitmentsTakes direction and executes a planSystematic approach to tasksDetail oriented and good at listeningKeen interest in developing a career within the financial services industryExcellent computer skills and a willingness to learn our softwareSensitive to confidentiality and privacyAbout Private Advisory Group A comprehensive wealth management firm serving families and individuals through portfolio management, tax strategies, and risk mitigation.Job Type: Full-timePay: $73,000.00 – $102,000.00 per yearBenefits:401(k)401(k) matchingHealth insurancePaid time offProfessional development assistanceRetirement planPhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payCOVID-19 considerations:We are ready and willing to interview in person.Ability to commute/relocate:Draper, UT 84020: Reliably commute or planning to relocate before starting work (Preferred)Education:Bachelor’s (Required)Experience:Financial concepts: 1 year (Preferred)Work Location: One location
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