Albion Financial Group is an independent fee-only wealth management firm located in Salt Lake City. The firm was started 35 years ago in Alta, Utah. Today we are a team of 25 employees, work with approximately 450 families, and have $1 billion in assets under management.
We have a team-oriented workplace and believe we can best serve our clients by using collective efforts. We are seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals.
An Albion Financial Planner works closely with one of our Senior Wealth Advisors in managing client relationships through building, presenting and updating comprehensive cash flow plans. Financial Planners discuss a variety of planning topics with clients including but not limited to budgeting, retirement planning and investment management questions. This is a client-facing position. The Financial Planner will work directly with clients on planning issues and concerns. An ideal candidate will thrive on the opportunity to help clients work towards their financial goals.
Albion’s mission is to help clients make a lifetime of good decisions as they work towards their financial goals. Albion takes a team approach in accomplishing our mission.
Duties and Responsibilities: • Professionally communicate with high net worth clients (in writing, verbally, and in person) • Review, interpret, and summarize client data including insurance contracts, tax returns, and employee benefit information for input into planning software • Help clients with online data input and web access • Build comprehensive cash flow plans • Work closely with a Senior Wealth Advisor to share plan information • Participate and assist a Senior Wealth Advisor with client meetings including preparation and follow-up
The ideal candidate is someone who is a self-motivated team player. Good communication skills are essential to success in our team environment.
We are looking for someone who has or is working towards a CFP® designation.
This is a full-time position with a competitive salary and benefit package. To apply, please submit your resume along with a letter describing why you are an ideal candidate to work at Albion in the Financial Planner position to email@example.com.
Key Qualifications • A CFP® or working toward CFP® designation • Outstanding organization skills and ability to manage and balance multiple projects simultaneously • Excellent verbal, written, presentation and interpersonal communication skills • Self-starter, problem solver, and goal-oriented team player • Experience with eMoney is a plus
About Albion Financial Group
Albion Financial Group is an independent fee-only investment advisory firm with over 30 years of experience, located in Salt Lake City. At Albion Financial Group, we know tomorrow's questions can't rely on yesterday's answers. Market conditions change daily. That's why we actively research a broad range of wealth and investment management subjects to keep every client on the leading edge. We thrive in a culture of continuous learning and believe that we must work to understand what has come before in order to gain clarity on why the world is as it is today.