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Associate Financial Representative Jobs in Layton, UT

Field Account Representative

Ogden, UT ยท On-site

$51K - $77K/yr

Employee discounts, tuition reimbursement, student loan refinancing and free access to financial ... Associate's Degree or * Bachelor's Degree or equivalent experience preferred * 1+ years of sales ...

Financial Rewards: great compensation package, bonus opportunities, 401k matching, and the ability ... represents the low and high end of the Moog salary range for this position in the given work ...

Field Account Representative

Ogden, UT ยท On-site

$51K - $77K/yr

Employee discounts, tuition reimbursement, student loan refinancing and free access to financial ... Associate's Degree or * Bachelor's Degree or equivalent experience preferred * 1+ years of sales ...

... financial performance of hospitals, health systems and medical groups. ?At R1, you'll be part of a ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

Showing results 41-60

Associate Financial Representative information

See Layton, UT salary details

$9

$23

$60

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Layton, UT is $23.91, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $23.37 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 Layton, UT? The most popular types of Financial Representative jobs in Layton, UT are:
What are popular job titles related to Associate Financial Representative jobs in Layton, UT? For Associate Financial Representative jobs in Layton, UT, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Layton, UT look for? The top searched job categories for Associate Financial Representative jobs in Layton, UT are:
What cities near Layton, UT are hiring for Associate Financial Representative jobs? Cities near Layton, UT with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Layton, UT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $49,724 per year, or $23.9 per hour.

Full-time

Re-posted 10 days ago


Job description

Position Summary

Odyssey Systems is currently recruiting an Associate Director. Our Associate Director manages and leads the success of a portfolio of programs within Odyssey's Aviation Business Unit. This individual will execute their respective portfolio of programs in close collaboration and accordance with company and customer objectives. Associate Directors are responsible for the operational management, supervision, administration, and financial functions of their assigned portfolio. This position will manage Program Managers, Task Leads, and other staff members, ensuring high-quality operational performance standards are achieved. They are responsible for maximizing customer satisfaction and emphasizing employee engagement. Associate Directors also manage and lead subcontractor relationships in their areas of responsibility. They also play a critical role in enabling growth and new business development through consistent and collaborative integration with our Business Development team.

Odyssey's Aviation Group supports a wide range of customers for Aviation. Our support plays a crucial role in enabling the coordination and control of the assets necessary for warfighter mission success.

The position manages all aspects of execution (e.g., personnel, contract, and funding/billing) of the Portfolio at Hill AFB, UT in coordination with Eglin AFB, FL Program office support.

Responsibilities

Duties include, but not limited to:

Plan and execute projects and customer engagements to achieve client objectives, milestones, and program benchmarks.

Contract Execution

  • Identify task requirements, interdependencies, and key resources for project success.
  • Set goals, benchmarks, and objectives with progress milestones to measure success.
  • Supervise Program Managers and Task Leads as appropriate to achieve program milestones and portfolio successes.
  • Manage subcontractor relationships and engagements when required.
  • Continuously measure task performance, reporting progress, risks, issues, problems, and variances from benchmarks.
  • Ensure team performance consistently meets or exceeds established customer satisfaction benchmarks.
  • Develop and foster solid customer relationships and maintain healthy management relationships.
  • Regularly meet (typically biweekly/weekly) with the CORs and provide status on contract, schedule, and have semiannual or bi-monthly meetings with the division leadership (director, SML, deputy-director, etc.) to share status and get feedback.
  • Provide feedback and value-added recommendations and communicate effectively with customers and managers to anticipate, identify, and eliminate project deficiencies or issues.
  • Communicate and meet frequently with the customer(s) to anticipate emerging requirements and develop effective support solutions.
  • Partner with Talent Acquisition to attract, recruit, and retain team members who meet or exceed customer requirements and Odyssey's high standards.
  • Plan and budget for all resources required to develop, motivate, and reward team members and staff to achieve and recognize employee accomplishment and retention goals.
  • Work with the Contracting Officer Representative and PMs to ensure that needed funding is obligated.
  • Delivered monthly status reports and vacancy CDRLs, reviewed quarterly and annual surveillance, and assisted with other contract deliverables.
  • Track costs and compare them to established budgets monthly, conducting variance analyses as required.

Employee Relations

  • Provide guidance, feedback, and coaching in support of employee development.
  • Identify and help satisfy development needs, advocate for and project budget requirements to meet those needs.
  • Develop and document personal and professional development goals that support individual, project, and organizational goals.
  • Work with the Odyssey Business Development and Proposal team to promote and enable company growth by developing and supporting business development and capturing strategies.
  • Develop and document customer profiles and support competitive planning and analysis.
  • Participate in Capture and Proposal development and proposal review activities.
  • Help coordinate Odyssey corporate resources in support of proposal activity, including data gathering and reviews.
  • Facilitate company communication and ensure consistent corporate messaging.
  • Communicate and visit team members concerning program status, performance, corporate policies and initiatives, corporate news, and other projects, sites, and corporate developments.
  • Communicate regularly with the team about program status, customer status, anticipated resource requirements, and business opportunities.
  • As appropriate, carry and relay corporate messaging to customers and sub-contractors.

Leadership Attributes

  • Proven record of managing multiple staff within departmental, programmatic, or functional areas to ensure results.
  • Experience in preparing and presenting results related to programmatic or functional progress to customers and corporate leadership.
  • Exceptional cross-functional team player.
  • Ability to set and convey priorities to meet objectives.
  • Demonstrate sound character and ethical behavior.
  • Accepts accountability to Customers (internal and external), corporate leadership, and employees.
  • Proven ability to provide timely feedback to employees.
  • Ability to create a positive work environment.
  • Willingness and experience in building employee trust.
  • Proven ability to interface effectively and professionally with the Government client on all aspects of contract execution and quality support delivery.

This is not an exhaustive list of responsibilities, skills, duties, requirements, effort, or working conditions associated with the job. While this list is intended to reflect the current position accurately, the company reserves the right to revise the job's functions and duties as circumstances dictate.

Qualifications

Citizenship: Must be a US citizen

Minimum Required Qualifications

Clearance: Active Secret-level clearance

Education: Bachelor's Degree

Years of Experience: 10 years of comparable experience within the mission support at Hill AFB, UT and Eglin AFB, FL with a focus on the aviation mission set

Certifications: N/A

Technical Skills

  • Proven senior management experience in the delivery of technical and management services (Program Management and Operations execution)
  • The capability to work effectively with a broad range of people with a wide variety of technical skills and experience.
  • Ability to react quickly in a rapidly changing environment, motivate and manage a team, and support staff.
  • Ability/experience managing professional personnel in a defense environment.
  • Ability/experience managing contract execution in a defense environment (hours, vacancies, funding, performance, quality)
  • Ability/experience managing contract financial execution/tracking/expenditures in a defense environment.
  • Ability/experience interfacing regularly with Government clients (Military and Civilian) on all aspects of contract execution.
  • Working Knowledge/Experience in Foreign Military Sales Programs highly desirable.

Interpersonal Skills

  • Leadership
  • Entrepreneurial
  • Experience leading portfolios of 100+ employees.
  • Planning, Organizing, Directing, and Controlling
  • Communication: Writing, Speaking, and Interpersonal
  • Customer Relationsย 

Additional Information

Location: Hill AFB, UT area

Travel: 10%

Remote, Onsite, or Hybrid: Hybrid, onsite (Onsite requirements can include Odyssey locations and Client Locations near Hill AFB)

#LI-MP1

Company Overview

Odyssey is a world-class technical, engineering, and integration company serving the warfighting ecosystem with airborne integration, ISR, C2, and warfighter readiness capabilities. Odyssey meets the military's operational needs by integrating layered defense systems from equipment, technology, and services to data, information, and business operations. We streamline defense acquisition and sustainment, engineering the technical battlefield with domain-specific proficiency to ensure lethality. Odyssey is dedicated to excellent contract execution, peak organizational performance, and fostering a workplace built on employee care.

Odyssey is proud to live out our core values of commitment, ambition, and respect in our work and communities through OdysseyCares, a philanthropic group focused on giving back through direct donations, an employer match program, and volunteering events.

Please note: Final compensation for this position will be determined by various factors such as the Federal Government contract labor categories and contract wage rates, relevant work experience, specific skills and competencies, geographic location, education, and certifications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Employment Type: FULL_TIME