Job Overview: Join our team as a Financial Services Specialist and be part of a dynamic and fast-paced environment in Salt Lake City, Utah. As a key member of our team, you will play a crucial role in providing financial guidance and support to our clients.

Job Details: The Financial Services Specialist will be responsible for managing client portfolios, analyzing financial data, and recommending suitable investment strategies. This role requires a deep understanding of financial markets and excellent communication skills to build strong client relationships.

• Conduct financial analysis and create personalized investment plans
• Monitor market trends and recommend adjustments to client portfolios
• Provide exceptional customer service and address client inquiries
• Collaborate with team members to achieve financial goals
• Stay updated on industry regulations and compliance standards

• Bachelor's degree in Finance or related field
• Series 7 and Series 63 licenses
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal abilities

• Competitive salary and performance-based bonuses
• Professional development opportunities
• Health insurance and retirement plans

Other Details: This position offers a unique opportunity to grow your career in the financial services industry and make a positive impact on clients' financial well-being. Join us in Salt Lake City, Utah and embark on a rewarding journey towards professional success.

We welcome individuals who are passionate about finance and client satisfaction to apply for this exciting role. Take the next step in your career and become part of our dedicated team in Salt Lake City, Utah.