Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client ... Group health insurance * 401(k) retirement plan (up to 6% company match) * Company-paid life and ...
Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client ... Group health insurance * 401(k) retirement plan (up to 6% company match) * Company-paid life and ...
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable ...
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable ...
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
Quick apply
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
High school diploma or equivalent (Associate's degree or higher is a plus) * Proven experience as a ... Health, dental insurance * Paid time off and holidays * 401(k) plan with company match * Employee ...
Service Advisor
Hurricane, UT · On-site
$70K - $85K/yr
Pet Insurance * 5-day work week * Employee Assistance Program (EAP) * Legal Coverage and Identity ... and associates. You are not just an employee - you are family. We invest in our team through ...
Service Advisor
Hurricane, UT · On-site
$70K - $85K/yr
Pet Insurance * 5-day work week * Employee Assistance Program (EAP) * Legal Coverage and Identity ... and associates. You are not just an employee - you are family. We invest in our team through ...
Student Success Advisor
Draper, UT · On-site
$54K - $60K/yr
Comprehensive medical, dental, and vision insurance * Fully paid short-term and long-term ... Associate degree required; Bachelor's degree preferred * Two to three years of experience in ...
Quick apply
Student Success Advisor
Draper, UT · On-site
$54K - $60K/yr
Comprehensive medical, dental, and vision insurance * Fully paid short-term and long-term ... Associate degree required; Bachelor's degree preferred * Two to three years of experience in ...
Part-Time Beauty Advisor - Sephora
$17.95 - $23.35/hr
Role Specific Information About the Role As Beauty Advisor, you will drive sales through an ... and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you ...
Part-Time Beauty Advisor - Sephora
$17.95 - $23.35/hr
Role Specific Information About the Role As Beauty Advisor, you will drive sales through an ... and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you ...
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · Hybrid
$24.03 - $34.85/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance * Flexible ...
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · Hybrid
$24.03 - $34.85/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance * Flexible ...
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · On-site
$24.03 - $34.85/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance * Flexible ...
Client Relationship Associate - Providence, UT (onsite)
Providence, UT · On-site
$24.03 - $34.85/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance * Flexible ...
Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ... new insurance applications and coordination of rollovers. * Coordinate marketing events which ...
Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ... new insurance applications and coordination of rollovers. * Coordinate marketing events which ...
Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT
Midvale, UT · On-site
Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ... new insurance applications and coordination of rollovers. * Coordinate marketing events which ...
Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT
Midvale, UT · On-site
Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ... new insurance applications and coordination of rollovers. * Coordinate marketing events which ...
Strategy Advancement Advisor
North Salt Lake, UT · On-site +1
$97K - $128K/yr
... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...
Strategy Advancement Advisor
North Salt Lake, UT · On-site +1
$97K - $128K/yr
... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...
Strategy Advancement Advisor
North Salt Lake, UT · On-site +1
$97K - $128K/yr
... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...
Strategy Advancement Advisor
North Salt Lake, UT · On-site +1
$97K - $128K/yr
... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...
Strategy Advancement Advisor
North Salt Lake, UT · On-site +1
$97K - $128K/yr
... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...
Strategy Advancement Advisor
North Salt Lake, UT · On-site +1
$97K - $128K/yr
... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...
Senior Insurance Sales Rep
Layton, UT · On-site
$75K - $90K/yr
Jordan Spicer & Associates is an insurance and financial services agency focused on individuals and ... advisors. Our culture is service-first and performance-oriented. We believe in integrity over ...
Quick apply
Senior Insurance Sales Rep
Layton, UT · On-site
$75K - $90K/yr
Jordan Spicer & Associates is an insurance and financial services agency focused on individuals and ... advisors. Our culture is service-first and performance-oriented. We believe in integrity over ...
Advisor - Station Park
Farmington, UT · On-site
... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...
Advisor - Station Park
Farmington, UT · On-site
... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...
Advisor - 9TH & 9TH
Salt Lake City, UT · On-site
... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...
Advisor - 9TH & 9TH
Salt Lake City, UT · On-site
... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...
Advisor - 9TH & 9TH
Salt Lake City, UT · On-site
... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...
Advisor - 9TH & 9TH
Salt Lake City, UT · On-site
... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...
Associate Insurance Advisor information
See Utah salary details
$39.7K is the 25th percentile. Wages below this are outliers.
$35K - $41.2K
33% of jobs
$41.2K - $47.3K
1% of jobs
$47.3K - $53.4K
9% of jobs
The median wage is $56.7K / yr.
$53.4K - $59.5K
13% of jobs
$59.5K - $65.7K
7% of jobs
$65.7K - $71.8K
12% of jobs
$72K is the 75th percentile. Wages above this are outliers.
$71.8K - $77.9K
9% of jobs
$77.9K - $84K
6% of jobs
$84K - $90.2K
5% of jobs
$90.2K - $96.3K
2% of jobs
$96.3K - $102.4K
2% of jobs
$35K
$61.1K
$102.4K
How much do associate insurance advisor jobs pay per year?
What does an Associate Insurance Advisor do?
What is the difference between Associate Insurance Advisor vs Insurance Agent?
| Aspect | Associate Insurance Advisor | Insurance Agent |
|---|---|---|
| Credentials | Typically requires licensing and some industry certifications | Requires licensing; certifications vary by region |
| Work Environment | Often works in insurance firms, assisting clients and advisors | Works independently or for agencies, selling policies directly |
| Employer & Industry Usage | Commonly employed in insurance companies and brokerages | Employed by agencies or independently selling policies |
| Search & Comparison Intent | People compare to understand entry-level roles assisting advisors | People compare to understand direct sales roles and licensing |
The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.
What job makes $10,000 a month without a degree?
Why do so many insurance agents quit?
How much do associate insurance agents make?
What are the key skills and qualifications needed to thrive as an Associate Insurance Advisor, and why are they important?
How does an Associate Insurance Advisor typically collaborate with senior advisors and other team members?
What jobs pay 2000 a day?
Full-time
Medical, Life, Retirement, PTO
Posted 22 days ago
Job description
Financial Advisor
Dentist Advisors
Location: South Jordan, UT
Salary: Open
Type: Full Time – Experienced
Category: Wealth Advisor
OUR VISION
“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.”
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we’ve unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Our corporate mission is to design and uphold the universal standard of holistic financial health (for as many people as possible, as long as we can maintain quality). The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.
Our Elements® App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology.
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients’ financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.
JOBS TO BE DONE
- Conduct initial consultations with prospective clients
- Design and implement financial plans for new clients
- Own the construction, implementation, and execution of investment plans
- Approve client-facing performance summaries
- Provide ongoing, proactive financial guidance for clients
- Mentor our associate advisors
- Use Salesforce CRM to manage daily tasks and monitor client activity
REQUIRED SKILLS AND EXPERIENCE
- Bachelor’s degree
- 3+ years of client-facing financial advisor experience
- Financial securities license
- Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management.
- Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.
PREFERRED EDUCATION, SKILLS AND EXPERIENCE
- Bachelor’s degree in finance, accounting, or business
- CFP® or CFA® designation
- Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
- Experience working with dentists, medical professionals, or other high net worth clients
- Familiarity with Salesforce CRM and eMoney software
WHO YOU ARE
- Strong interpersonal skills, with the ability to gain the trust of successful professionals
- Excellent written and verbal communicator
- Prioritize getting it right over being right
- Comfortable in a start-up environment
- Collaborative
- Willing to challenge clients, employees, and management directly
- Able to receive direct feedback constructively
- Organized
- Attentive to details
- Self-starter and learner
- Willing to adapt to rapid change
- Reliable
WHAT'S IN IT FOR YOU?
As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.
While some firms allow their culture to “happen” we consider it the most important part of our business strategy.
We strive for a work environment where each employee:
- Feels safe and accepted
- Finds purpose
- Makes continual progress
- Maintains work/life balance
- Has fun
This position’s compensation package includes:
- Opportunity to start at the ground floor of a rapidly growing, funded start-up
- Group health insurance
- 401(k) retirement plan (up to 6% company match)
- Company-paid life and disability insurance
- Generous paid time off schedule
- Paid parental leave
- Gym membership
- Continuing education reimbursement
- Complimentary investment management service
- Quarterly offsite team building events
- Weekly office lunch / stocked onsite snack cupboard
About Dentist Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
South Jordan, UT, US
Year founded
2007