Job Description

Pay: $75,000.00 - $100,000.00 per year

Job description:

Why This Is a Great Opportunity

• Join a high-impact role with uncapped earning potential.
• Work directly with high-net-worth and ultra-high-net-worth clients.
• Build your own book with strong warm leads and a respected brand behind you.
• Partner with elite attorneys, CPAs, and financial professionals to deliver sophisticated planning solutions.
• Thrive in an entrepreneurial environment with autonomy, support, and national reach.

Location

This is an on-site position based in Salt Lake City, Utah with regular nationwide travel to meet clients and referral partners.

Note

Candidates must have proven consultative sales experience in private wealth, trust/estate, financial advisory, or a related high-net-worth client environment.

About Our Client

Our client is a law-firm-led multi-family office serving high- and ultra-high-net-worth individuals, families, and business owners nationwide. Their integrated platform includes estate planning, business tax strategy, asset protection, accounting, and tax preparation, with access to financial and investment advisory services through strategic partners.

Job Description

• Grow the firm's client base by leveraging your network, COIs, and professional partnerships.
• Lead relationship management for a portfolio of high-net-worth and ultra-high-net-worth clients.
• Identify opportunities across legal, tax, accounting, and financial advisory services.
• Develop and execute a personalized business development plan with firm leadership.
• Conduct discovery meetings to understand client goals, needs, and planning gaps.
• Partner with attorneys, CPAs, and advisors to create bespoke wealth planning strategies.
• Represent the firm at key events, client engagements, and referral-driven functions.
• Maintain accurate CRM notes, pipeline tracking, and activity reporting.

Qualifications

• 7+ years of experience in private wealth, trust/estate planning, fiduciary services, or financial services.
• Proven success in consultative sales with high-net-worth or ultra-high-net-worth clients.
• Established network of referral sources and potential clients.
• Strong understanding of wealth, tax, and estate planning concepts.
• Exceptional communication skills and relationship-building ability.
• Bachelor’s degree required.

Why You’ll Love Working Here

• Uncapped commissions and strong base salary.
• Warm leads and national referral partnerships built into the role.
• Work alongside nationally recognized legal, tax, and accounting experts.
• A respected brand that accelerates trust and credibility.
• Entrepreneurial culture with room to expand, innovate, and grow.

JPC-484

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

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