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Associate Financial Representative Jobs in Bountiful, UT

Berkadia

Associate Director

Midvale, UT · On-site

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

Socket.dev

Associate Director

Midvale, UT · On-site

$90 - $130/hr

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

SpartanNash

Night Stock Associate

Salt Lake City, UT · On-site

$14.50 - $18.50/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 ...

SpartanNash

Center Store Associate

Salt Lake City, UT · On-site

... 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 ...

PacSun

Sales Associate

Layton, UT · On-site

$12.75 - $17.25/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PacSun

Sales Associate

Park City, UT · On-site

$14.75 - $20/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

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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.

Customer Service Representative, Associate

Accendra Health, Inc.

Salt Lake City, UT • On-site

$20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

At Accendra Health, we understand that healthcare is complex, and we're here to make it easier. We help deliver care beyond traditional settings, making essential products and services more accessible through every stage of life. As part of the care team, our teammates play a critical role in delivering personalized, long-term care for the patients we serve.
With deep expertise promoting health outside the hospital and a presence in communities nationwide through our Apria and Byram Healthcare brands, Accendra Health does more than just deliver the essentials.
If you're interested in meaningful work with impact, explore our career opportunities and join us in our purpose of Bringing Care To Life™.
The anticipated salary for this position is $20.00 USD hourly. Schedule M-F 10.30 am - 7 pm
Summary
The representative provides a positive customer service experience that meets the needs of our patients by educating them on products and services, listening to concerns, addressing issues, and placing supply orders in a high-volume inbound call center.
Core Responsibilities
  • Review and Process orders via fax and electronic platforms
  • Make outbound calls to patients and referrals as needed
  • Utilize tools and resources to assist in order entry
  • Use full product knowledge of Byram therapies to service patients
  • Communicate effectively with patients, teammates healthcare professionals and sales team.
  • Consistently meet required Key Performance Indicators (KPI's)
  • Perform other duties as required

Qualifying Experience
  • High School Diploma or equivalent required
  • 1-2 years of customer service experience required
  • Call center experience preferred
  • Excellent written and verbal communication skills
  • Proficient with MS Office and the ability to navigate multiple platforms
  • Ability to learn our brand products and therapies
  • Strong customer service skills with the ability to resolve patient concerns
  • Demonstrate soft skills to enhance patient experience

Teammate Benefits
As an Accendra Health employee, you have choices to fit your life. Our comprehensive benefits program is designed to meet you where you are - through all of life's stages. We've got you and your family covered with benefits that support your health, finances, and overall wellness.
Our benefits program includes:
  • Medical, dental, and vision care coverage
  • Paid time off plan
  • 401(k) Plan
  • Flexible Spending Accounts
  • Basic life insurance
  • Short-and long-term disability coverage
  • Accident insurance
  • Teammate Assistance Program
  • Paid parental leave
  • Domestic partner benefits
  • Mental, physical, and financial well-being programs

If you feel this opportunity could be the next step in your career, we encourage you to apply.
Accendra is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.
Note: Accendra is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at our Company via email, the Internet, or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of our Company. No fee will be paid in the event the candidate is hired by our Company as a result of the referral or through other means.
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