Senior Family Office Wealth Planner

A leading financial services company is seeking a Wealth Strategist to join its Salt Lake City team. The role involves managing high-net-worth client relationships, developing comprehensive financial plans, and working collaboratively with advisors. Candidates should hold a Bachelor's degree and CFP certification, with experience in financial and estate planning. Competitive salary range of $180,000 - $200,000, along with attractive benefits starting on day one including Health Insurance and 401(k) match.
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