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Financial examiner Jobs in Salt Lake City, UT

Last updated: 23 hours ago
  • Promoted
Financial Planner

Financial Planner

Stratos Wealth PartnersSalt Lake City, UT, United States
Full-time
At Outcome Private Wealth, we take a different approach to financial planning.Instead of identifying our clients' highest possible risk tolerance and building a plan from that point, we start with ...Show moreLast updated: 6 days ago
  • Promoted
Financial Planner

Financial Planner

Deseret Mutual Benefit AdministratorsSalt Lake City, UT, US
Full-time
DMBA (Deseret Mutual Benefit Administrators) is a non-profit organization that administers benefits for companies who are owned or affiliated with The Church of Jesus Christ of Latter-day Saints.Th...Show moreLast updated: 6 days ago
Sr. Examiner – Community & Regional Institutions Supervision

Sr. Examiner – Community & Regional Institutions Supervision

Federal Reserve SystemSalt Lake City, UT
$241,900.00 yearly
Full-time
Federal Reserve Bank of San FranciscoWe are the Federal Reserve Bank of San Francisco—public servants with a mission to advance the nation’s monetary, financial, and payment systems to build a stro...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

C.R. EnglandSalt Lake City, UT, US
Full-time
CR England is one of the largest carriers in North America and a leading provider of shipping and logistics services, with over 100 years in the industry. We are seeking a Financial Analyst to suppo...Show moreLast updated: 30+ days ago
  • Promoted
Financial Counselor Senior

Financial Counselor Senior

CommonSpirit Health Mountain RegionSalt Lake City, UT, United States
Full-time
Welcome to CommonSpirit Health Mountain Region : .CommonSpirit Health Mountain Region is committed to building healthier communities, advocating for those who are poor and vulnerable, and innovating ...Show moreLast updated: 23 hours ago
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Senior Financial Analyst

Senior Financial Analyst

PT&C Group LLCSalt Lake City, UT, US
Full-time
Due to continuing growth, we are seeking a Senior Financial Analyst to join our team.The Senior Financial Analyst will be responsible for driving world-class strategic and financial planning method...Show moreLast updated: 19 days ago
  • Promoted
Customer Service Representative / Claims Examiner

Customer Service Representative / Claims Examiner

State of UtahSalt Lake City, UT, United States
$18.95–$31.61 hourly
Permanent
TL - Time Limited - This is a career service exempt at will position.You must successfully pass a criminal history check. Cannon Health Building288 North 1460 WestSalt Lake City, UT 84116The Utah De...Show moreLast updated: 21 days ago
  • Promoted
Financial Advisor

Financial Advisor

Wealth StrategiesSalt Lake County, UT, United States
Full-time
Financial Representative Wealth Strategies : .Salt Lake City, UT / Greenwood Village & Fort Collings, CO.Are you a self-motivated individual with an entrepreneurial spirit looking for a career with gro...Show moreLast updated: 22 days ago
Test Examiner

Test Examiner

gTANGIBLE CorporationSalt Lake City, UT, USA
Quick Apply
TANGIBLE Corporation (gTC), , is a S corporation and a registered Government contractor that provides services and solutions in : . Professional, Administrative, and Management Support.Mission and War...Show moreLast updated: 30+ days ago
  • Promoted
VA / Federal Examiner, Family & Internal Medicine

VA / Federal Examiner, Family & Internal Medicine

Dane StreetHolladay, UT, United States
VA / Federal Examiner, Family & Internal Medicine.Dane Street is expanding our physician panel! Dane Street is an Independent Review Organization and a national provider of Independent Medical Exams ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

Platform Accounting GroupHolladay, UT, US
Full-time
Due to continuing growth, we are seeking a Senior Financial Analyst to join our team.The Senior Financial Analyst will be responsible for driving world-class strategic and financial planning method...Show moreLast updated: 22 days ago
  • Promoted
Financial Aid Advisor

Financial Aid Advisor

Nightingale CollegeSalt Lake City, UT, United States
$25.00 hourly
Full-time
The Advisor I, Learner Funding Advisor Function prepares and assists in the application and delivery of Federal Student Aid and military funds for new and current learners, in accordance with feder...Show moreLast updated: 23 hours ago
Driver License Examiner - Orem New

Driver License Examiner - Orem New

Utah Department of Human ServicesUtah County, UT
$20.04 hourly
Full-time
Driver License Examiner - Orem.Are you looking for a career rather than just a job? The Driver License Division is the first step on your new career path. You'll be able to provide assistance and ma...Show moreLast updated: 30+ days ago
  • Promoted
Financial Representative

Financial Representative

Modern Woodmen of AmericaBountiful, UT, United States
Full-time
Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you’ll gain access to cutting-edge training and resource...Show moreLast updated: 22 days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

IntelliPro Group Inc.Salt Lake City, UT, US
$35.00–$40.00 hourly
Temporary
Job Title : Senior Finance Analyst.Position Type : Contract Role .Duration : 16 Months Contract .Loca...Show moreLast updated: 30+ days ago
  • Promoted
Patient Financial Advocate

Patient Financial Advocate

PeopleScoutMurray, Utah
Quick Apply
As our Financial Counselor, you will work counseling those who are responsible for payments to the hospital.You will compassionately educate patients about their responsibilities and potential paym...Show moreLast updated: 30+ days ago
  • Promoted
Chief Financial Office

Chief Financial Office

Dyno NobelSalt Lake City, UT, United States
Dyno Nobel is a global leader in the commercial explosives industry.We provide innovative blasting solutions and quality explosives products throughout North America, Australia, and selected custom...Show moreLast updated: 22 days ago
Plans Examiner III (May be under filled)

Plans Examiner III (May be under filled)

Salt Lake CitySalt Lake City, Utah, US
$40.61 hourly
Full-time
Plans Examiner III (May be under filled).As a Plans Examiner you will perform technical review of residential or other construction plans to ensure compliance with municipal building or zoning code...Show moreLast updated: 30+ days ago
  • Promoted
Financial Counselor PRN

Financial Counselor PRN

St. Mark's HospitalSalt Lake City, UT, United States
Part-time
Do you want to join an organization that invests in you as a Financial Counselor PRN? At St.Mark's Hospital, you come first. HCA Healthcare has committed up to $300 million in programs to support ou...Show moreLast updated: 23 hours ago
Financial Planner

Financial Planner

Stratos Wealth PartnersSalt Lake City, UT, United States
6 days ago
Job type
  • Full-time
Job description

About Outcome Private Wealth

At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients' highest possible risk tolerance and building a plan from that point, we start with the outcomes they're looking for : reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our clients to enjoy what they have right now while feeling confident in their future.

Why Join Outcome Private Wealth?

We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.

We are seeking a highly motivated and client-focused Financial Planner to join our dynamic team. The ideal candidate will play a key role in providing comprehensive financial planning services to our clients, helping them make informed decisions about their financial future. As a Financial Planner, you will work closely with clients to understand their financial goals, develop personalized strategies, and guide them through the implementation of these strategies to achieve long-term financial success.

Responsibilities

  • Client Relationship Management :

Build and maintain strong, trusting relationships with clients by understanding their financial goals, concerns, and aspirations. Serve as the primary point of contact for clients throughout their financial planning journey.

  • Financial Planning & Strategy Development :

    • Develop personalized financial plans for clients based on their unique needs, including retirement planning, investment strategies, estate planning, tax optimization, and risk management.

  • Comprehensive Financial Guidance :

    • Offer holistic advice on all aspects of wealth management, including budgeting, savings strategies, tax planning, debt management, insurance, and more.

  • Education & Client Empowerment :

    • Educate clients on complex financial concepts and strategies to empower them to make informed decisions about their financial future.

  • Collaboration :

    • Collaborate with other members of the team, including investment advisors, tax professionals, and estate planners, to ensure a coordinated and comprehensive approach to client service.

  • Compliance & Regulatory Adherence :

    • Ensure all client interactions and financial plans comply with regulatory requirements, industry standards, and company policies.

  • Continuous Professional Development :

    • Stay up to date on industry trends, financial products, and regulatory changes through ongoing education and professional development.

    Qualifications

  • Bachelor's degree in finance, economics, accounting, or a related field.
  • CFP® (Certified Financial Planner) designation preferred or working toward certification.
  • 3+ years of experience in financial planning, wealth management, or a similar role.
  • Strong knowledge of investment strategies, tax planning, retirement planning, and insurance products.
  • Excellent communication and interpersonal skills with the ability to explain complex financial concepts in a clear and understandable manner.
  • Detail-oriented with strong analytical skills and the ability to develop personalized financial plans.
  • Ability to work both independently and collaboratively in a team environment.
  • Proficiency in financial planning software, preferably eMoney, and Microsoft Office Suite.