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Associate Financial Advisor Jobs in Bountiful, UT

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... Work closely with financial advisors and other team members to support client needs and ensure ...

Diversify

Client Service Associate

Sandy, UT

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Work closely with financial advisors and other team members to support client needs and ensure ...

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Work closely with financial advisors and other team members to support client needs and ensure ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Work closely with financial advisors and other team members to support client needs and ensure ...

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site +1

$70K - $85K/yr

About the Role iCapital is seeking an Associate to service the company's rapidly growing client ... The Investor Relations team supports investors, financial advisors, and home office personnel ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Bountiful, UT

Associate Financial Advisor information

See Bountiful, UT salary details

$36.3K

$63.3K

$106K

How much do associate financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial advisor in Bountiful, UT is $63,307.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $77,800.00 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 popular job titles related to Associate Financial Advisor jobs in Bountiful, UT?

For Associate Financial Advisor jobs in Bountiful, UT, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Bountiful, UT look for?

The top searched job categories for Associate Financial Advisor jobs in Bountiful, UT are:

What cities near Bountiful, UT are hiring for Associate Financial Advisor jobs?

Cities near Bountiful, UT with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Bountiful, UT as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $63,307 per year, or $30.4 per hour.

Client Service Associate - Salt Lake City, UT

Advisor Talent Solutions

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted yesterday

Job description

Position: Client Service Associate
Firm: Wealth Management CPAs
Location: Salt Lake City, UT
Overview:
Are you passionate about delivering exceptional client service and interested in working for a reputable financial firm? Join our dynamic team at Wealth Management CPAs based in Salt Lake City, UT. We are seeking a detail-oriented and proactive Client Service Associate to support our advisors and provide outstanding service to our valued clients.
The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.
What You’ll Do:
  • Serve as a point of contact for client service requests with professionalism, warmth, and responsiveness
  • Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
  • Support advisors by preparing for client meetings and ensuring a positive client experience
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Assist with new business processing and operational workflows
What We’re Looking For:
  • High school diploma
  • Kind and collaborative team player willing to assist others
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get:
Pay amp; Perks:
  • Medical and dental insurance
  • 401(k)
  • PTO
  • Team events
Schedule:
  • In office: Monday – Friday, 9:00am – 5:00pm
  • Some evenings required for client events, a few a year
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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