Beauty Advisor
Ulta Beauty
Full-timeIn person
Posted
May 23, 2026
Closes
Aug 21, 2026
Job Description
Beauty Advisor at Ulta Beauty
Skills & Competencies
Skills relevant to this opportunity
- Client financial profiles — analyze independently to identify gaps in insurance coverage, savings rates, and investment allocation within a team-based advisory practice.
- Financial planning strategies — develop and present tailored cash management and investment recommendations to clients with moderate financial complexity.
- Client portfolio accounts — review on a scheduled basis to assess performance against stated goals and flag needed adjustments with limited oversight.
- Life-event changes — evaluate their impact on existing client financial plans and initiate appropriate plan revisions in a timely manner.
- Financial analysis software — utilize to model scenario projections including retirement income estimates, college savings trajectories, and debt payoff timelines.
- Written financial plans — produce clear, organized documents that translate analytical findings into actionable client recommendations using standard firm templates.