Job Description
About Squire:
Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.
Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!
About the role:
The Squire Wealth Advisors Retirement Plan Advisor position is a unique opportunity to help both plan sponsors and plan participants reach important goals. This is a client-facing role responsible for an assigned book of retirement plan clients. The RPA must demonstrate strong industry knowledge and actively coordinate the overall client experience in partnership with the plans’ other service providers. This role will include new business development activity, which involves collaborating with internal teams to identify potential clients and expand the firm’s client base. By leveraging internal resources and expertise, the RPA will play a crucial role in driving growth and fostering long-term client relationships.
Responsibilities:
Qualifications:
Education and Work Experience
Other Qualifications
Job Status: Full-time/Hourly
Work Location: Orem, UT
Work Arrangements: Hybrid, In-office
Squire Benefits Package
Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.
Squire Perks:
Squire's dedication to excellence and quality work has garnered numerous accolades, including:
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