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Remote Ex Financial Advisor Jobs in Utah (NOW HIRING)

Client Sales Advisor

Salt Lake City, UT ยท Remote

$85K - $120K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home ...

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Hybrid / Remote / Flexible Reports to: Director of Sales Travel: Up to 30% which also includes ... Build and maintain relationships with advisory firms and individual advisors in the assigned ...

DIFM Marketing Admin (Remote)

Sandy, UT ยท On-site +1

$40K - $45K/yr

FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic ...

... Advisors on behalf of a confidential client Location: Wasatch Front, UT (Remote) Schedule ... Real estate or finance experience is a plus but not required. What You'll Do * Build, maintain, and ...

Project Manager (Remote)

Sandy, UT ยท On-site +1

$90K - $100K/yr

FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic ...

Product Operations Specialist (Remote)

Sandy, UT ยท On-site +1

$60K - $63K/yr

FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic ...

Experience working with Financial Advisors, Payroll providers, and small to mid-size business ... United States (Remote) Travel: Requires domestic travel up to 25% of the time Why 401GO? At 401GO ...

Remote Triage Nurse

Provo, UT ยท On-site +1

$80K/yr

... advised by the CDC, whereas not otherwise prohibited by state law. New hires may submit for ... We will never ask for payment or sensitive financial information during the hiring process. If you ...

Bill Pay Counsel

Salt Lake City, UT ยท On-site +1

$189K - $230K/yr

As a perk, we also have up to four weeks per year of fully remote work! Responsibilities * Serve as ... advising on money transmission, payments, and money movement matters for regulated financial ...

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Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

What are the most commonly searched types of Ex Financial Advisor jobs in Utah? The most popular types of Ex Financial Advisor jobs in Utah are:
What job categories do people searching Remote Ex Financial Advisor jobs in Utah look for? The top searched job categories for Remote Ex Financial Advisor jobs in Utah are:
What cities in Utah are hiring for Remote Ex Financial Advisor jobs? Cities in Utah with the most Remote Ex Financial Advisor job openings:

Remote Senior Tax Accountant

Solid Rock Recruiting LLC

Salt Lake City, UT โ€ข Remote

$101K - $135K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 15 days ago


Job description


Tax Seniorโ€“ Remote | Public Accounting Firm


Job Type: Full-time

About the Firm:
Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity.

This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio.

Key Responsibilities:
Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.
Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.
Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.
Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.
Mentor and develop junior tax staff, providing training and guidance.
Stay current with tax law changes and advise clients accordingly.
Assist in business development efforts, including identifying and cultivating new client opportunities.
Qualifications:
CPA or EA designation required.
Bachelor's degree in Accounting, Finance, or a related field (Masterโ€™s in Taxation preferred).
5+ years of public accounting experience with a strong focus on tax.
Expertise in federal and state tax regulations.
Experience with tax software such as CCH, ProSystem, or UltraTax.
Strong analytical, problem-solving, and client management skills.
Ability to work independently in a remote environment.
Why Join This Firm?

Fully remote work environment with flexible scheduling.
Competitive base salary + performance-based bonuses.
Comprehensive benefits package, including health, dental, and 401(k) match.
Generous PTO and paid holidays.
Strong leadership team that prioritizes professional development and career growth.

If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you!

Apply today by sending your resume to brian@solidrockrecruiting.com or Direct Phone: 605-910-9530