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Accruent Wealth Advisors Logo
Accruent Wealth Advisors

Winston Salem, North Carolina

Horizon Wealth Management

La Grange, Illinois

Urban Wealth Management Logo
Urban Wealth Management

El Segundo, California

Asset Planning Corporation

KNOXVILLE, Tennessee

Access Financial Services, Inc. Logo
Access Financial Services, Inc.

Minneapolis, Minnesota

RBC Wealth Management

Phoenix , Arizona

H&H Retirement Design and Management

All,

Meadows Wealth Advisors Logo
Meadows Wealth Advisors

Camas, Washington

Certified Financial Group, Inc. Logo
Certified Financial Group, Inc.

Altamonte Springs, Florida

The Bowen Group Logo
The Bowen Group

Colombus, Georgia

Moisand Fitzgerald Tamayo, LLC Logo
Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

World Education Services, Inc. (WES)

New York, New York

University of Saint Francis

Fort Wayne, Indiana

Confidential

Sarasota, Florida

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Budros, Ruhlin & Roe

Columbus, Ohio

BFG Financial Advisors

Timonium, Maryland

Delta Financial Advisors Inc.

Kensington, Maryland

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DWD Portfolio Solutions Inc

Pittsburgh, Pennsylvania

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Springer Nature

Jersey City, New Jersey

OMS National Insurance Company Logo
OMS National Insurance Company

Schaumburg, Illinois

State Board of Administration

TALLAHASSEE, Florida

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Tate & Lyle

Hoffman Estates, Illinois

Arch Insurance Group, Inc.

Nationwide

ISCO INDUSTRIES INC Logo
ISCO INDUSTRIES INC

Louisville , Kentucky

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Solomon & Hoover CPAs

Fort Myers, Florida

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Relationship Manager / Para Planner
Relationship Manager / Para Planner Location: Salt Lake City URL: www.BurrusFinancial.com Type: Full-time Experience: Preferred but not required Compensation: Negotiable based on experience   Job Description The New Hire will serve as the valuable right hand to a busy senior advisor.  New Hire will  have regular telephone contact with clients.  New Hire will be processing trades and account requests through the Fidelity and Charles Schwab investment platforms.  As well New Hire will be building and editing financial plans using Money Guide Pro software.  For these reasons attention to detail is extremely important, professionalism and exceptional communication skills are required.  Within two years


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