Stauffer Retirement Planning, with offices in Salt Lake City and St. George, Utah, is a premier firm specializing in retirement planning, insurance, and investments. Our focus is on helping clients protect and grow their wealth through personalized solutions and exceptional service. Join our team and contribute to shaping the financial future of this vibrant community.
As a Financial Advisor at Stauffer Retirement Planning, you will play a pivotal role in guiding clients through personalized financial planning, focused on helping them achieve their retirement goals. In this role, your primary focus will be client engagement and relationship-building, without the need for prospecting or client acquisition. We are dedicated to making a meaningful impact on the financial futures of our clients through comprehensive and tailored planning. This position is perfect for driven, client-focused professionals who are passionate about delivering results in a supportive, growth-oriented environment, while contributing to the success of this vibrant community.
Salary: $60,000 - $70,000 per year plus commission
Key Responsibilities:
- Develop and deepen client relationships by aligning strategies with their financial objectives.
- Create and implement customized financial and retirement plans based on individual client needs.
- Actively manage client portfolios, making strategic adjustments in response to market changes.
- Collaborate with the team to enhance and optimize investment strategies.
- Ensure all client interactions comply with financial regulatory standards.
Requirements:
- Minimum of 2 years of experience in financial services, wealth management, or a related field.
- Demonstrated success in building and maintaining strong client relationships.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Series 65 or 66 certification.
- Active Life and Health Insurance License.
- Ability to simplify complex financial concepts for clients.
- Team player with a collaborative mindset
At Stauffer Retirement Planning, we’re more than just a company—we’re a family. Our team is driven by a common purpose: helping individuals and families achieve financial independence.
Joining us means becoming part of a supportive and dynamic work environment, where you’ll find opportunities for professional growth and the rewarding experience of making a meaningful impact on the financial well-being of our clients.
