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Office Administrator

 *We are hiring for our South Jordan and Cottonwood Heights,UT and Bellevue, WA office locations

Job Description:

The Office Administrator is a full-time position responsible for building connections and trust with clients and managing the office.  The Office Administrator role is vital to the success of the business and providing support to the Advisors of the office.   This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.

Responsibilities include but are not limited to:

  • Greeting clients
  • Prep documents for client appointments
  • Screen inbound calls
  • Calendar Management
  • Appointment Confirmation/follow-up
  • Tracking/ordering supplies
  • Attend weekly meetings via zoom and monthly meetings at the corporate office

Minimum Qualifications:

  • Bachelor’s degree preferred (in lieu of degree must have 4 years of relevant office experience)
  • Minimum of 1-year experience in customer service
  • Minimum of 1-year experience in professional office setting
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Must be available to work full-time hours: Monday-Friday 8:30 am- 5:30 pm



Associate Advisor 1

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience.  This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.

The Central Client Service Advisor is part of a team that directly manages a defined portfolio of clients.  Interactions will largely be remote through telephone and electronic communications for sales and servicing.  This position will conduct annual reviews and proactively follow through with sales opportunities while providing superior client service.

Duties include, but are not limited to:

 Ongoing Client Servicing

  • Conducts annual reviews for all clients assigned to their portfolio, utilizing the firms developed process and approach, including updating the Blueprint.
  • Central support for back book opportunities of some clients to reach out to gauge if interest in meeting with advisors
  • Client annual reviews
  • Execute client transactions for advisor teams

Critical Competencies

  • Excellent written and verbal communication skills.
  • Proven customer service skills.
  • Ability to develop, manage, and retain strong client and internal relationships
  • Proficient in Microsoft Office and understand Mac IOS.

Minimum Qualifications:

  • Bachelor’s degree preferred
  • 2 + years of financial services experience with an emphasis on sales
  • Utah Life and Health Licensed required
  • Series 65 required (Or 7/66 combo)

*This position is in our Lehi, UT office location.



To apply please send resume to:  Melisa Bingham at mbingham@bossretirement.com

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Or give us a call at 801.990.5055.