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Strategic Financial Planner & Investment AdvisorJobtailor • Layton, UT, United States
Strategic Financial Planner & Investment Advisor

Strategic Financial Planner & Investment Advisor

Jobtailor • Layton, UT, United States
13 days ago
Job type
  • Full-time
Job description

Jobtailor is seeking a licensed financial professional to partner with clients in Layton, Utah, to craft comprehensive financial plans using brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions. You will drive strategy, build relationships, and grow client referrals in a fast-paced environment. The ideal candidate holds Series 7 and 66 licenses (63/65 acceptable if the missing series is completed within 60 days) with at least one year in investments and #J-18808-Ljbffr

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Strategic Financial Planner & Investment Advisor • Layton, UT, United States

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