Financial Advisor

Cambridge Financial Network is hiring a Financial Advisor in South Jordan, UT. The role requires providing personalized investment solutions and creating accurate financial plans. Candidates need a Bachelor's degree in Finance or a related field, along with over 5 years of experience in the investment industry and strong interpersonal skills. This is a full-time position focused on client relationship management and financial planning support.
Cambridge Financial Network is seeking a Financial Advisor in South Jordan, UT. The role involves providing personalized investment solutions, creating financial plans, and ensuring their accuracy. Candidates should have a Bachelor's degree in Finance or a related field, along with 5+ years of experience in the investment industry and strong interpersonal skills. This is a full-time position.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities
• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications
• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills