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Associate Financial Services Jobs in Utah (NOW HIRING)

Dentist Advisors

Client Service Associate

Salt Lake City, UT · On-site

$14 - $19.25/hr

Financial Planning Associate Dentist Advisors has grown from a small startup into a nationwide ... This role is ideal for someone early in their financial services career who enjoys organization ...

New

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

The Role We're hiring a Client Service Associate to support our advisors and help deliver an ... This role is ideal for someone early in their financial services career who enjoys organization ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

The Role We're hiring a Client Service Associate to support our advisors and help deliver an ... This role is ideal for someone early in their financial services career who enjoys organization ...

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 ... If you have a strong background in financial services, a passion for client care, and the ability ...

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Showing results 21-40

All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Utah

Associate Financial Services information

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Utah?

The most popular types of Financial Services jobs in Utah are:

What cities in Utah are hiring for Associate Financial Services jobs?

Cities in Utah with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Service Associate

Dentist Advisors

Salt Lake City, UT • On-site

$14 - $19.25/hr

Other

Posted 2 days ago

New

Job description

Financial Planning Associate

Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.

We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.

The Role

We're hiring a Financial Planning Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.

This role can also be a strong starting point for someone building toward a career as a financial advisor. If you're pursuing (or considering) your CFP® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and experience.

What You'll Do

  • Assist advisors with daily administrative and client-related tasks
  • Facilitate new client onboarding, including gathering information and preparing required documentation
  • Maintain and update each client's dashboard and financial scorecard
  • Audit, organize, and process quarterly financial reports
  • Communicate with clients to request, collect, and update personal documents
  • Organize and maintain client files in Box and ensure documentation is complete and accurate
  • Support internal data requests and help enhance workflows as our team grows

What Makes You a Great Fit

Personality

  • You're interested in financial services and excited to grow your career in client support or advisory operations, with an interest in eventually becoming a financial advisor
  • You thrive in a fast-paced environment and adapt easily as needs change
  • You take initiative, solve problems independently, and stay one step ahead of what needs to be done
  • You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus
  • You enjoy building relationships, collaborating with your team, and creating a positive experience for clients

Skills & Qualifications

  • Strong written and verbal communication skills
  • Excellent organization and time-management abilities
  • Experience working in a deadline-driven environment
  • Ability to work both independently and as part of a team
  • Familiarity with financial services, client service roles, or professional office settings
  • Comfortable learning new systems and managing data accurately
  • A BA/BS degree in a related field

Bonus Points

  • CFP® certification, or actively working toward it
  • Experience or interest in financial planning, financial operations, or client service in a professional services firm
  • Familiarity with Salesforce, eMoney, Black Diamond, or Charles Schwab

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