ZipRecruiter

Log In

1

Associate Wealth Management Advisor Jobs in Utah

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

Who We Are Carson- Where integrity meets expertise in the world of wealth management. At Carson ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...

next page

Showing results 1-20

All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Utah

Associate Wealth Management Advisor information

See Utah salary details

$35K

$61.1K

$102.4K

How much do associate wealth management advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate wealth management advisor in Utah is $61,138.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $75,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What does an associate wealth management advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.
What are the most commonly searched types of Wealth Management Advisor jobs in Utah? The most popular types of Wealth Management Advisor jobs in Utah are:
What cities in Utah are hiring for Associate Wealth Management Advisor jobs? Cities in Utah with the most Associate Wealth Management Advisor job openings:
Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in Utah as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution, with an average salary of $61,138 per year, or $29.4 per hour.

Wealth Advisor- Murray, UT

Carson Group

Murray, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Who We Are
Carson- Where integrity meets expertise in the world of wealth management. At Carson, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients' best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys.
As a company, we are very growth-minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.
Who We Want
The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will focus on building existing client relationships and establishing new ones, in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firm's Core Values and Core Focus in any setting with ease.
What To Expect
    • Understand Bucketing, Investment and Tax Strategies utilized
    • Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
    • Proven ability to attract new clients to the firm
    • Collaborate proactively, professionally and effectively with team members from other offices
  • Client Service skills
    • Provide excellent client service independently and efficiently
    • Effectively prepare for client meetings with team. Lead and present entire client meeting
    • Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.
    • Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software
    • Skillfully navigate hard/emotional client conversations
    • Communicate relatable life and client experiences. Develop Crucial Conversation and Active Listening skills
    • Handle largest, most complex and demanding clients
    • Proactive approach to client needs
    • Ability to prioritize client's "Top of Mind" items during client meetings
    • Empathetic and genuine care for clients, their families and circumstances
    • Knowledgeable and effective with complex client situations
    • Unrelenting determination to do what's best for client
  • Business Development skills
    • Actively source new opportunities and build client base
    • Leverage new opportunities from existing client book
    • Develop and present plan for creating a COI network and/or has an existing and active COI network
    • Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
    • Ability and willingness to teach and present
    • Mentor to Associate Wealth Advisors, Client Service Associates and rest of team
  • Constant and Never-Ending Improvement
    • Keep up to date with relevant financial planning news. Demonstrates mastery in technology and financial planning
    • Maintain all professional Continuing Education and training requirements
  • Demonstrates strong leadership skills
  • Adhere to Compliance policies and procedures

What you need:
  • We require our team members to work a majority of their time in office.
  • Clean U-4 and U-5 history
  • Computer literacy and aptitude for learning new programs and processes:

    • Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
    • Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred

  • Excellent interpersonal, communication, and prioritization skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to be present and on time for client meetings
  • Self-motivation and a desire for growth
  • Ability to take direction and a desire to support all team members

Preferred Education and Experience
  • 3 to 5+ years investment advisory experience
  • CFP or CFA preferred
  • Active Series 65 or 66 license
  • Bachelor's Degree in Finance or related field, preferred

EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
  • Total Cash Compensation is between $110,000 and $150,000. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
  • Extremely competitive Incentive Comp/Wealth Advisor compensation structure.
  • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Apply