. This position will be located in our downtown Salt Lake City, UT location. Key Responsibilities: Client Relationship Management.... We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office offering. The...
Location: 36 South State Street - Salt Lake City, Utah 84111 Job Summary Key Private Bank (KPB) is dedicated... Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CSW) (preferred...