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Associate Financial Advisor Jobs in Bountiful, UT

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

$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 ...

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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 Sep 6, 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 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 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 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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,307 per year, or $30.4 per hour.

CLO Finance Associate Attorney

Direct Counsel

Salt Lake City, UT

$260K - $365K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago

Job description

CLO Finance Associate Attorney

Location: New York (Open to other U.S. office locations including Charlotte, Chicago, D.C., Houston, Los Angeles, Palo Alto, San Francisco, Salt Lake City)

Direct Counsel is seeking an Associate with 3 to 5 years of experience to join a prestigious Am Law 100 firm in their CLO Finance practice. The successful candidate will have experience in collateralized loan obligations (CLOs) and related structured finance transactions. This is an excellent opportunity for an attorney looking to join a firm with a strong commitment to professional growth and development.

Key Responsibilities

  • Handle CLO and related structured finance transactions.

  • Work on securitizations, warehouse financing, and other complex financing structures.

  • Advise clients on sophisticated financing deals, ensuring compliance and best practices.

  • Collaborate with partners and other team members in the Banking & Finance practice group to manage large, complex transactions.

Qualifications

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

  • Experience: 3-5 years of experience in CLOs, structured finance, and securitization.

  • Skills: Strong academic credentials, with excellent legal research, writing, and communication skills. Experience in CLO finance and complex financing transactions is required.

Work Environment & Compensation

  • Salary Range: $260,000 – $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.

  • Additional Rewards: Potential for annual bonuses based on individual performance, utilization, and other metrics.

This firm promotes a collaborative and inclusive work culture with opportunities for career advancement. Equal opportunity for all applicants is a core value.