ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Bountiful, UT

Berkadia

Associate Director

Midvale, UT

At Berkadia, you'll work alongside top investment sales professionals representing owners of ... Analyze commercial real estate investment opportunities, including financial statements, rent rolls ...

Ascensus

Bilingual Call Center Representative

Magna, UT · On-site

$19/hr

... Representative position is responsible for customer service and processing for account-based ... Associates will handle requests from participants, financial advisors, and plan administrators ...

SpartanNash

Deli Associate

Salt Lake City, UT

$14 - $16.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

previous pagenext page

Showing results 21-40

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

Associate Financial Representative information

See Bountiful, UT salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Bountiful, UT is $24.80, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $24.23 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

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

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are the most commonly searched types of Financial Representative jobs in Bountiful, UT? The most popular types of Financial Representative jobs in Bountiful, UT are:
What are popular job titles related to Associate Financial Representative jobs in Bountiful, UT? For Associate Financial Representative jobs in Bountiful, UT, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Bountiful, UT look for? The top searched job categories for Associate Financial Representative jobs in Bountiful, UT are:
What cities near Bountiful, UT are hiring for Associate Financial Representative jobs? Cities near Bountiful, UT with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative 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 $51,591 per year, or $24.8 per hour.

Outside Sales Representative

DNOW L.P.

North Salt Lake, UT

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

At DNOW, we believe our associates are the best in the business. We value and reward hardworking, creative, and dedicated employees that desire to be part of a team committed to outstanding customer service.

START YOUR CAREER NOW.

The Outside Sales Representative will be responsible for developing, cultivating, and growing DNOW's customer base within a specified territory and specialty, and will act as the representative of DNOW for specific customers, maintaining and enhancing the business relationships with those companies.

JOB RESPONSIBILITIES:

  • Primary focus will be calling on mining/ industrial companies to service those accounts.
  • Maximize financial results (revenues, margins, etc.).
  • Improve customer service and satisfaction.
  • Attain and exceed sales goals through increased market share, both existing and new business.
  • Responsible for business development.
  • Provide activity reports to manager.
  • Other duties, as assigned.


JOB REQUIREMENTS:

  • High school diploma or equivalent work experience
  • 1+ years of sales experience (required)
  • Relevant business experience & product knowledge (drilling, oil and gas production).
  • MS Office skills (Excel and Word) and SAP knowledge preferred.
  • Oral and written communication skills, presentation, marketing and negotiation skills.
  • Ability to initiate and adapt to change, and work as part of small and large teams.
  • Must have current, valid driver's license and acceptable record at all times.
  • Must be able to physically lift up to 40 lbs.
  • Strong work ethic and integrity, positive and assertive attitude.
  • Maintain and enhance good working relationships with customers.
  • Detail-oriented, organized and analytical, goal-oriented with the ability to multi-task under pressure.

BENEFITS:

  • Competitive Salary + bonus
  • 401(k)/ Retirement savings
  • Comprehensive Benefits (medical, dental, vision, life and disability coverage)
  • Career growth opportunities
  • Friendly work environment
  • Paid vacation/holidays

Apply