The Anderson Search Group
Description
The Anderson Search Group has been retained by the premier financial institution in Salt Lake City to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's over 60% market share in Salt Lake City. This person will have access to over 330,000 existing bank clients to call on and direct access to the commercial and corporate bank clients. NO COLD CALLING! This role offers a generous base salary and uncapped incentive plan.
The Ideal Candidate Shall Possess:
- Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
- CFP preferred but not required
- Proven ability to have built their own book of business to at least $60 million AUM in fee based business
- Portfolio of clients $750K and up in net worth
- Will consider out of market candidates wishing to relocate to Salt Lake City as long as there are ties to the community ie went to school there, family there etc.
