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Associate Financial Advisor Jobs in Utah (NOW HIRING)

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client activity REQUIRED SKILLS AND EXPERIENCE * Bachelor's degree * 3+ years of client-facing financial advisor ...

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Associate Financial Advisor information

See Utah salary details

$35K

$61.1K

$102.4K

How much do associate financial advisor jobs pay per year?

As of Jul 16, 2026, the average yearly pay for associate financial advisor in Utah is $61,138.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $75,100.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
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Associate Financial Advisor jobs near you
Financial Advisor

Financial Advisor

Dentist Advisors

Salt Lake City, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Financial Advisor
Dentist Advisors
Location: South Jordan, UT
Salary: Open
Type: Full Time - Experienced
Category: Wealth Advisor
OUR VISION
"A world where people embrace the habits of holistic financial health and live their present lives to the fullest."
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Our corporate mission is to design and uphold the universal standard of holistic financial health (for as many people as possible, as long as we can maintain quality). The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.
Our Elements® App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology.
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.
JOBS TO BE DONE
  • Conduct initial consultations with prospective clients
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing performance summaries
  • Provide ongoing, proactive financial guidance for clients
  • Mentor our associate advisors
  • Use Salesforce CRM to manage daily tasks and monitor client activity

REQUIRED SKILLS AND EXPERIENCE
  • Bachelor's degree
  • 3+ years of client-facing financial advisor experience
  • Financial securities license
  • Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management.
  • Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.

PREFERRED EDUCATION, SKILLS AND EXPERIENCE
  • Bachelor's degree in finance, accounting, or business
  • CFP® or CFA® designation
  • Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
  • Experience working with dentists, medical professionals, or other high net worth clients
  • Familiarity with Salesforce CRM and eMoney software

WHO YOU ARE
  • Strong interpersonal skills, with the ability to gain the trust of successful professionals
  • Excellent written and verbal communicator
  • Prioritize getting it right over being right
  • Comfortable in a start-up environment
  • Collaborative
  • Willing to challenge clients, employees, and management directly
  • Able to receive direct feedback constructively
  • Organized
  • Attentive to details
  • Self-starter and learner
  • Willing to adapt to rapid change
  • Reliable

WHAT'S IN IT FOR YOU?
As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.
While some firms allow their culture to "happen" we consider it the most important part of our business strategy.
We strive for a work environment where each employee:
  • Feels safe and accepted
  • Finds purpose
  • Makes continual progress
  • Maintains work/life balance
  • Has fun

This position's compensation package includes:
  • Opportunity to start at the ground floor of a rapidly growing, funded start-up
  • Group health insurance
  • 401(k) retirement plan (up to 6% company match)
  • Company-paid life and disability insurance
  • Generous paid time off schedule
  • Paid parental leave
  • Gym membership
  • Continuing education reimbursement
  • Complimentary investment management service
  • Quarterly offsite team building events
  • Weekly office lunch / stocked onsite snack cupboard

Apply