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Associate Client Advisor Jobs in Utah (NOW HIRING)

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Intake Client Associate

Salt Lake City, UT · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Build and maintain robust relationships with key clients, acting as a trusted advisor. Understand ...

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Associate Client Advisor information

See Utah salary details

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$23

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How much do associate client advisor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate client advisor in Utah is $23.61, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $27.12 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

What cities in Utah are hiring for Associate Client Advisor jobs?

Cities in Utah with the most Associate Client Advisor job openings:

Associate Client Advisor jobs near you

Team Leader, Client Services

Fidelity Investments

Salt Lake City, UT • On-site

Full-time

Re-posted 14 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Job Description:
Team Leader, Client Services
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.
The Expertise and Skills You Bring
  • Proven Leadership Experience
  • Previous Management or Leadership Experience in financial services is a plus
  • Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days
  • Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
  • Your ability to balance leadership and supervisory responsibilities
  • Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
  • Your experience with regulatory and compliance practices and rules
  • Your relationship expertise, leading with empathy and enhancing team cohesion

The Value You Deliver
  • Coaching and developing a team of associates to deliver an outstanding experience to our clients
  • Enabling your team to drive outstanding client service interactions/ results
  • Helping associates realize their own personal definitions of success
  • Ability to inspire associates to deliver their best
  • Partnering with associates to build personalized plans that support their development towards career goals
  • Protecting the Fidelity brand through active supervision of associate interactions and transactions
  • Being coachable, collaborative, and curious are your "go to" attributes

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

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