Job Title: Financial Planner 

Location: Salt Lake City, Utah (partial hybrid/remote work option available after a one-year initial onsite training period) 

Schedule: Monday through Friday, 8am to 4pm 

Salary: Starts at $75,000 

Who we are: 

Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth driven almost exclusively by referrals and word-of-mouth, we now work with hundreds of families in Utah and around the country, helping each of them make a lifetime of good financial decisions. Our team of wealth advisors and financial planners works closely with our clients to understand their financial goals, cash flow needs, investment time horizon, and risk tolerance. Our investment team’s job is to put each client’s individualized financial plan into action through fundamental investment research, portfolio construction, risk monitoring, and careful handling of any special circumstances that might be unique to a particular client. 

What you will do: 

Be part of a team working to provide outstanding customer service to our clients. You will work closely with your team to provide clients with financial clarity through comprehensive cash flow planning. 

What you will get: 

• The opportunity to work directly with a seasoned Senior Wealth Advisor who can provide hands on training and mentorship 

• The chance to enjoy a team-oriented, collaborative environment with shared ownership of all client relationships 

• Experience providing financial planning advice directly to clients and room to grow professionally on the Wealth Advisor track 

• Compensation starts at $75k and can increase based on experience and qualifications, including a full benefits package and 401k with employer contributions 

Responsibilities will include, but are not limited to: 

• Review, interpret and summarize client data for input into our planning software 

• Help clients with online data input and web access 

• Build comprehensive cash flow plans and work closely with your team to present plans and recommendations to our clients 

• Communicate directly with clients on a variety of planning topics that can include tax, insurance, retirement planning and general cash flow management 

• Assist your team in maintaining and strengthening client relationships by keeping client planning information up to date (including held away assets), proactively reaching out to clients with reminders, determining plan-based recommendations to insure we are provided the most comprehensive and current advice to our clients 

• Participate in other projects and tasks as necessary to support the team 

Key qualifications: 

• A CFP® or sitting for the CFP® exam in the next 12 months and 2+ years of related experience 

• Excellent verbal, written, presentation and interpersonal communication skills 

• Self-starter, problem-solver, willing to ask questions and do research 

• Experience with eMoney is a plus 

Albion Financial Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or?expression, or any other characteristic protected by federal, state, or local laws.?This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Please send a cover letter along with your resume to employment@albionfinancial.com. Answer the following questions:

1. Why do you want to work at Albion?
2. Where are you currently in your career?
3. What are your career goals?

About Albion Financial Group

In the summer of 1982, Toby Levitt and John Bird found themselves discussing flaws prevalent among financial firms nationwide. “Although there was lip service to the idea of putting the client first,” recalls Bird, “at the end of the day, advisors got paid for selling a product.” The two envisioned a firm free from any product sales agenda, a firm where clients truly come first. This vision became a reality later that year when Levitt and Bird founded Albion Financial Group: a fee-only Registered Investment Advisor (RIA) legally and culturally committed to each client’s best interest. A fee-only pioneer, Albion has become a nationally recognized, award-winning investment manager and wealth advisor. And, no surprise, the client still comes first.

Connections working at Albion Financial Group