What are the responsibilities and job description for the Wealth Management and Financial Planning Firm Specialist position at Financial Strategies Institute?
Elevate Your Career as a Key Pillar to Top Advisors
Required experience: Series 7 & 65 Investment Specialist (i.e.: Fidelity, Goldman Sachs, eTrade, Merrill Lynch, etc…) and credentialed CFP® looking for more than just a job?
Imagine joining a prestigious, 33-year-old wealth management powerhouse in Salt Lake City that doesn't just manage money but transforms lives. At Financial Strategies Institute (FSI), we are the architects of the "ROADMAP", a proprietary 5-step holistic planning process that has set the gold standard across 24 states.
Why Top Talent Chooses FSI:
- A Legacy of Leadership: Be part of Utah’s original pioneer in financial education. We offer the stability of three decades of success paired with the energy of a forward-thinking, upbeat team.
The Best-in-Class Tech Stack: We arm you with cutting-edge tools and the backing of Osaic Wealth Partners, ensuring you provide personalized solutions for mass-affluent and ultra-high-net-worth clients. Includes: eMoney, Nitrogen, JUMP AI, MyRepChat, Kwanti Analytics, Holistiplan, Redtail, ZACKS Advisor, Structured Notes Bond Desk, OSAIC OneHub, Wealth Management Platform (WMP), Vanilla, to name a few.
A "Zen" Workspace: Forget the cubicle. Work from our beautiful Cottonwood Heights office in the Fort Union Corporate Center, featuring large windows overlooking Cottonwood Creek.
- Unrivaled Growth & Equity: We don’t just offer a salary; we offer a future. Benefit from success.
The Total Package:
- Income-based compensation, profit sharing after one year, and a defined equity career path after 3 years of doable metrics met.
- Full Health, Dental, and Vision coverage.
- Matching Retirement Plan & Profit Sharing.
- Short-term Disability and Life Insurance.
- A collaborative culture where your technical expertise is respected and celebrated.
Your Next Step:
If you are a high-integrity professional ready to support top advisors and master comprehensive wealth management—from tax strategy to estate planning—we want to meet you. Check out our website:
Apply Today:
Send your resume to angie@fsiplanners.comto initiate a confidential conversation.
Financial Strategies Institute | Where Your Career Meets Your Passion.
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Relocation assistance
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $80,000 - $120,000