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Associate Financial Planner 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 ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

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 ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

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 ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

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 ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

Keybank

Financial Wellness Associate

Ogden, UT · On-site

$19.23 - $28.37/hr

Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies. * Knowledge of various financial products such as loans, credit cards, and ...

KeyBank

Financial Wellness Associate

Ogden, UT · On-site

Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies. * Knowledge of various financial products such as loans, credit cards, and ...

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

... financial planning and investment management for dentists. Through deep expertise in the dental ... Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client ...

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Showing results 21-40

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

Associate Financial Planner information

See Bountiful, UT salary details

$42.9K

$79.1K

$106.1K

How much do associate financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate financial planner in Bountiful, UT is $79,095.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,700.00 and $94,300.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Bountiful, UT as of August 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $79,095 per year, or $38 per hour.

Planning and Advice Associate - Salt Lake City, Utah

Fidelity Investments

Salt Lake City, UT • On-site

Full-time

Re-posted 7 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationshipbuilding, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

The Expertise and Skills You Bring
  • Strong client relationship and consultative experience
  • Experience with inbound/outbound warm leads and customer engagement
  • Interest or knowledge in financial services and retirement planning
  • Strong communication, technology, and timemanagement skills
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
The Team

The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.

As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

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 66 - FINRACategory:Customer Service, Sales

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.

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