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. $35 million book to inherit! This role offers a generous base salary and uncapped incentive plan. WE ARE OPEN TO CANDIDATES INTERESTED IN RELOCATING TO ST. GEORGE, UTAH. You must have a clean U4 - NO DISCLOSURES!
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 : $80,000 - $100,000