Employment Opportunities

Associate Wealth Advisor

Wealth management company in Farmington, Utah seeks a highly qualified and motivated individual to join our team and assist in providing the highest standard of care for our clientele.  The candidate will develop, service, and deliver financial planning services to the firm’s clients and be required to develop their own clientele, as well.  They will assist in the research and the development of client events, presentations, influence investment policy and implement financial planning proposals.  A combination of sales and analysis skills are required for success.  An excellent attitude and interpersonal skills with an extraordinary client service orientation are critical to this position.  Detailed organizational and time management skills with an ability to handle multiple tasks are needed.  FINRA Series 7, 63, and 65 licenses preferred. 

Commission (forgivable draw for 1st year). 
Please send inquiries to terra@bobaamodt.com