Associate/Associate Advisor or Internship

Position Overview

Livet Wealth is a fee-only Registered Investment Advisory firm dedicated to helping clients "live within their meaning" through comprehensive financial planning and unreasonable hospitality. We meet clients in person at our Spanish Fork and Salt Lake/Sugarhouse offices, or virtually. We are at a critical stage of growth and innovation, and we're seeking a full-time Associate/Associate Advisor to start in Fall 2026, or an Intern who could start sooner with the possibility of transitioning to the full-time role as early as Fall 2026, to join our collaborative team.

This role is for someone who is patiently ambitious, deeply curious, and eager to grow into a long-term advisory career. The position will work closely with the firm's Leadership, Advisors, and Operations in supporting client planning and implementation, participating in client meetings, and helping move the firm forward operationally and strategically. Each Associate is paired with a dedicated advisor mentor while also benefiting from exposure to all leadership and team members.

Associate Advisors who meet performance requirements may be promoted to Advisor, where they may lead out on servicing their own clients. The Candidate will join a dynamic team that values integrity, unreasonable hospitality, personal growth, ongoing learning, and input from all.

Core Responsibilities

FINANCIAL PLANNING

• Assist Lead Advisors in delivering comprehensive, holistic financial planning services
• Prepare for, participate in, and follow up on client financial planning meetings
• Take detailed notes during meetings and ensure follow-up action items are completed
• Prepare financial plans using Right Capital financial planning software
• Develop tax planning projections and scenario analyses
• Analyze and support planning across key areas, including: Retirement planning, Tax strategy, Investments, Risk management and insurance, Estate planning, Education planning, Cash flow and debt management
• Research and develop thoughtful responses to client questions
• Take ownership of ensuring client plans move from recommendation to implementation

OPERATIONS & CLIENT SERVICE

• Communication with clients regarding servicing needs, scheduling, reminders, and follow-ups
• Support the operations team with client account applications and custodial paperwork
• Execute client-specific tasks such as placing trades, transferring funds, and account maintenance
• Prepare materials and support meetings with prospective clients
• Assist with firm compliance tasks and ongoing execution of the compliance program
• Support administrative and firm operations as needed (e.g., answering phones, newsletters, document management)

INVESTMENT MANAGEMENT

• Assist in firm-wide investment review and investment management for client portfolios
• Use Orion software to generate portfolio reports, billing, cash flow analysis, and rebalancing
• Support ongoing portfolio monitoring, maintenance, and implementation of investment strategies
• Collaborate with advisors and partners on investment analysis and recommendations

PROJECTS & COMMITTEES

Actively participate in and take ownership of projects or initiatives related to one or more of the possible firm committees:

• Investments
• Marketing & Growth
• Financial Planning
• Operations
• Artificial Intelligence
• Compliance

Benefits & Compensation

• 30-40 hours/week, depending on full-time or internship position, with flexible scheduling options (e.g., 9-hour days with alternating Fridays off).
• Hybrid work arrangement (work in office Monday-Wednesday, remote other days)
• Competitive salary or pay based on experience
• Annual team and individual performance bonuses
• Firm-paid initial registration and renewal fees for CFP®, CPA, and CFA designations
• Annual FPA membership (approx. $500 value) with paid time off to attend all Utah FPA meetings

Culture of team collaboration and growth:

• Career path from Associate Advisor to Advisor to Senior Advisor
• Firm-wide team building (weekly meetings, monthly lunch and learns, firm-paid lunches, quarterly firm activities)
• Formalized mentor meetings with an Advisor

Full-time position offers:

• 401(k) with up to 4% match, immediate vesting
• Health insurance
• Health Savings Account (HSA)
• 15 days PTO plus 10 paid holidays (NYSE holidays)
• Paid parental leave after one year: 4 weeks paid maternity leave (plus 12 weeks unpaid), 1 week paid paternity leave

Qualifications

• Bachelor's degree (or preferred expected graduation May 2027 or earlier)
• CFP® Candidate or specific plans to take the CFP® Exam preferred
• Strong interpersonal, communication, and presentation skills
• High integrity and discretion with confidential client information
• Ability to work both independently and collaboratively
• Strong attention to detail
• Proficient with experience or ability to learn technology quickly. The firm has a highly integrated tech stack: CRM, Financial Planning, Portfolio Management, AI Notetaker, Phone, Texting
• Self-motivated, hard worker, eager to learn, and patient but ambitious
• Office or professional services experience a plus