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Associate Financial Representative Jobs in Springville, UT

Income Tax Associate

Lehi, UT ยท On-site

$54K - $73K/yr

Communicate with internal departments to gather necessary financial information. * Participate in ... The physical demands described here are representative of those that must be met by an employee to ...

Income Tax Associate

Lehi, UT ยท On-site

$54K - $73K/yr

Communicate with internal departments to gather necessary financial information. * Participate in ... The physical demands described here are representative of those that must be met by an employee to ...

Income Tax Associate

Lehi, UT ยท On-site

$54K - $73K/yr

Communicate with internal departments to gather necessary financial information. * Participate in ... The physical demands described here are representative of those that must be met by an employee to ...

Income Tax Associate

Lehi, UT ยท On-site

$54K - $73K/yr

Communicate with internal departments to gather necessary financial information. * Participate in ... The physical demands described here are representative of those that must be met by an employee to ...

Store Associate

Provo, UT ยท On-site

$15 - $22/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... financial wellbeing of colleagues and their families. The benefits for this position include ...

Patient Registration Representative

Provo, UT ยท On-site

$16 - $21.10/hr

... 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 ...

... 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 ...

Retail Sales Associate

Orem, UT

$13 - $15/hr

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

Retail Sales Associate

Lehi, UT

$14 - $16.25/hr

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

Retail Sales Associate

Lehi, UT

$14 - $16.25/hr

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

Retail Sales Associate

Orem, UT

$13 - $15/hr

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

Retail Sales Associate

Provo, UT

$14.25 - $16.25/hr

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

Retail Sales Associate

Alpine, UT

$14.25 - $16.25/hr

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

Showing results 41-60

Associate Financial Representative information

See Springville, UT salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Springville, UT is $24.47, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $23.94 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 popular job titles related to Associate Financial Representative jobs in Springville, UT? For Associate Financial Representative jobs in Springville, UT, the most frequently searched job titles are:
What cities near Springville, UT are hiring for Associate Financial Representative jobs? Cities near Springville, UT with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Springville, 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, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,899 per year, or $24.5 per hour.

Income Tax Associate

Young Living Essential Oils

Lehi, UT โ€ข On-site

$54K - $73K/yr

Full-time

Re-posted 10 days ago


Job description

Summary:

The Income Tax Associate is responsible for supporting the preparation and filing of federal, state, and local income tax returns for individuals and businesses. This role requires strong analytical and organizational skills to ensure compliance with tax regulations, assist in audits, and provide accurate documentation. The ideal candidate is detail-oriented, eager to learn, and able to work effectively both independently and as part of a team in a fast-paced environment.


Essential Functions

  • Assist with the preparation of workpapers for federal and state corporate and shareholder tax returns.
  • Assist in preparation of income tax provisions
  • Assist with review of federal and state corporate and shareholder tax returns.
  • Assist with preparation and filing of unclaimed property reports and related functions.
  • Organize and maintain tax records and supporting documentation.
  • Conduct basic tax research and stay informed of relevant changes in tax laws and regulations.
  • Assist in responding to inquiries from tax authorities, including gathering data for audits.
  • Support the tax team in calculating estimated tax payments and extensions.
  • Maintain compliance calendars and track filing deadlines.
  • Communicate with internal departments to gather necessary financial information.
  • Participate in process improvements and identify opportunities for efficiency in tax operations.


Skills & Qualifications

  • Strong attention to detail and accuracy.
  • Solid understanding of accounting and tax principles.
  • Proficiency in Microsoft Excel and accounting/tax software (e.g., QuickBooks, CCH Axcess, ProSystem fx, or similar).
  • Effective verbal and written communication skills.
  • Ability to manage multiple tasks and meet deadlines in a dynamic environment.
  • High level of integrity and discretion when handling confidential information.
  • Strong organizational and time management skills.
  • Willingness to learn and take initiative in professional development.


Required Education and Experience

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • 0–2 years of experience in tax preparation or a similar accounting role.


Preferred Education and Experience

  • Internship or work experience in a public accounting or corporate tax environment.
  • Master’s degree in Accounting
  • Progress toward CPA designation.
  • Familiarity with tax preparation software and electronic filing systems.


Supervisory Responsibility:

This job does not have supervisory responsibilities.


Work Environment:

This job operates in a professional office environment. The role routinely uses standard office equipment such as a laptop, desktop, smartphone, and photocopiers. The noise level in the work environment is usually moderate. Essential oils are worn and/or diffused in the work environment.


Position Type/Expected Hours of Work:

This position requires the incumbent to be physically present at the assigned worksite. The regular schedule is from 8 a.m. to 5 p.m., with an hour lunch, Monday through Friday. Occasional evening and weekend work may be required as job duties demand. Employees are also expected to work at least one non-convention farm event a year and to work at the annual company convention.

 Exact hour requirements can be reasonably modified as necessary for the business needs by the employee’s manager.


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Specific vision abilities of this job include close vision and the ability to adjust focus. The employee is required to type, file, and occasionally lift office supplies up to 20 pounds. The employee must be physically able to tolerate the scent of essential oils worn or diffused.


Equal Employment Opportunity:

Young Living is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, or protected veteran status and will not be discriminated against on the basis of disability.


Sponsorship:

Young Living does not provide visa sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis.

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