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Associate Financial Advisor Jobs in Utah (NOW HIRING)

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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 Aug 6, 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.
What are the most commonly searched types of Financial Advisor jobs in Utah? The most popular types of Financial Advisor jobs in Utah are:
What are popular job titles related to Associate Financial Advisor jobs in Utah? For Associate Financial Advisor jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Utah look for? The top searched job categories for Associate Financial Advisor jobs in Utah are:
What cities in Utah are hiring for Associate Financial Advisor jobs? Cities in Utah with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in UT? For Associate Financial Advisor jobs in UT, the most frequently searched job titles are:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Utah as of July 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution, with an average salary of $61,138 per year, or $29.4 per hour.

Mortgage Finance Associate Attorney

Direct Counsel

Salt Lake City, UT • On-site, Remote

$235K - $365K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 18 days ago

Job description

Mortgage Finance Associate Attorney

Location: Charlotte (Open to Chicago, Houston, Los Angeles, New York, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.)

Direct Counsel is seeking a junior to mid-level Mortgage Finance Associate to join a prestigious Am Law 100 firm in Charlotte, with the option to work from other U.S. office locations, including Chicago, Houston, Los Angeles, New York, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.. This role will focus on mortgage origination, warehouse financing, and securitization transactions in the commercial and residential mortgage sectors.

Key Responsibilities

  • Support the mortgage finance group in various securitization and financing transactions.

  • Advise clients on commercial and residential mortgage loans, including origination and warehouse financing.

  • Draft and negotiate loan documents, securitization agreements, and related contracts.

  • Assist with complex mortgage-related securitization transactions and asset-backed securities.

  • Work on matters related to mortgage servicing, regulatory compliance, and other finance-related issues.

  • Collaborate with clients to develop effective solutions for mortgage financing and securitization needs.

Qualifications

  • Education: J.D. from a top-tier law school.

  • Experience: 2 to 5 years of experience in mortgage finance, warehouse financing, securitization, or related transactions.

  • Skills: Strong academic credentials, excellent contract negotiation, and legal research skills, with a solid foundation in mortgage finance.

Work Environment & Compensation

  • Salary Range: $235,000 – $365,000 (compensation may vary based on experience, skills, and firm policies).

  • Comprehensive Benefits Package:

    • Medical, dental, vision, life, and AD&D insurance.

    • 401(k) retirement savings plan.

    • Back-up childcare and eldercare support.

    • Professional development programs, mentorship opportunities, and career advancement support.

This firm is committed to fostering a diverse and inclusive workplace and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Join a leading mortgage finance team and make an impact on the future of the industry with this exciting opportunity.