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Financial Advisor Assistant Jobs in Springville, UT

Lease End

Sales Advisor

Lehi, UT · On-site

$5.0K - $9.0K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If they are interested, you will assist them in filling out a credit application, and then your job ...

Lease End

Sales Advisor

Lehi, UT · On-site

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If they are interested, you will assist them in filling out a credit application, and then your job ...

Lease End

Sales Advisor

Lehi, UT · On-site

$5.0K - $9.0K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If they are interested, you will assist them in filling out a credit application, and then your job ...

Lease End

Sales Advisor

Lehi, UT · On-site

$5.0K - $9.0K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If they are interested, you will assist them in filling out a credit application, and then your job ...

Slant

Product Designer

Lehi, UT · On-site

$120K - $160K/yr

... financial advisors with the mission of helping 20M Americans make better financial decision by ... the AI assistant to remember it? Do we really need 10 step workflows, or is there one job that ...

jblades Demo

Financial Analyst

Lindon, UT · On-site

What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...

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Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Springville, UT

Financial Advisor Assistant information

See Springville, UT salary details

$26.5K

$50.4K

$84.6K

How much do financial advisor assistant jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial advisor assistant in Springville, UT is $50,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $58,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Springville, UT? The most popular types of Financial Advisor jobs in Springville, UT are:
What job categories do people searching Financial Advisor Assistant jobs in Springville, UT look for? The top searched job categories for Financial Advisor Assistant jobs in Springville, UT are:
What cities near Springville, UT are hiring for Financial Advisor Assistant jobs? Cities near Springville, UT with the most Financial Advisor Assistant job openings:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant 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 $50,449 per year, or $24.3 per hour.

Wealth Advisor - America First Credit Union

LPL Financial

Orem, UT • On-site

Full-time

Posted 11 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.

This role will require the employee to work on-site at the local bank branch located in Orem, UT.

Job Overview:

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches.

Responsibilities:

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.

  • Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions

  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.

  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements

  • Delivering a high-quality customer service experience during each customer interaction

  • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate

  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What are we looking for?

We wantstrong collaborators who can deliver a world-class client experience. We are looking for people who thrive in afast-paced environment, are client-focused, team oriented, and are able to execute in a way that encouragescreativityandcontinuous improvement.

Requirements:

  • High school diploma or equivalent (Bachelor's Degree Preferred)

  • Minimum of two (2) years investment sales experience (preferably in a financial institution)

  • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66

  • Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)

  • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Preferences:

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results

  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space

  • Excellent knowledge of investment/insurance products and financial planning

Core Competencies:

  • Strong self-motivation and ability to work independently

  • Excellent verbal, written and interpersonal communication skills

  • Possess strong organization skills

  • Excellent customer service and business focus with a great attention to detail

  • Effective research and analysis skills

#LI-Onsite


Pay Range:58500-70000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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