Finance Jobs in Lehi, UT

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22d ago

Central Associate Advisor

B.O.S.S. Retirement Solutions Lehi, UT

Lehi, UT

22d ago

$70k+/yr Full time Advisor Associate Central

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Job Description

In Lehi, Utah, this hybrid Central Associate Advisor role offers a competitive path within B.O.S.S. Retirement Solutions. The position provides a salary of USD 70,000 per year and supports remote portfolio management with occasional in-person meetings across Wasatch Front offices. You will conduct annual client reviews, drive high-level client service and asset onboarding, and operate with Series 65 and Life & Health licenses.

What we offer

Salary of USD 70,000 per year
401(k) plan with employer contributions
Health, dental, and vision insurance
Paid time off
Hybrid work arrangement based in Lehi, Utah

Responsibilities

Conduct regular client annual reviews
Execute client service and transaction requests with efficiency and precision
Meet production targets by identifying and onboarding off-held assets with clients
Continually enhance retirement plans using The B.O.S.S. Retirement Blueprint
Ensure all aspects of client retirement plans are executed
Grow the client portfolio by seeking referrals and meeting with prospective clients

Requirements

2+ years of financial services experience with emphasis in customer service
Utah Life and Health Licenses required
Series 65 required (or equivalent)
Proficiency with CRM, Microsoft Office, and Mac IOS
Bachelor’s degree preferred
Experience with CRM is preferred, not required

Licenses and Certifications

Life and Health Insurance License (Required)
Series 65 (Required)

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