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Financial Associate Jobs in Utah (NOW HIRING)

Wells Fargo

Associate Financial Advisor

Logan, UT · On-site

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

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Financial Associate information

See Utah salary details

$27.8K

$64.1K

$125.6K

How much do financial associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial associate in Utah is $64,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,500.00 and $70,100.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Utah? The most popular types of Financial jobs in Utah are:
What are popular job titles related to Financial Associate jobs in Utah? For Financial Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Utah look for? The top searched job categories for Financial Associate jobs in Utah are:
What cities in Utah are hiring for Financial Associate jobs? Cities in Utah with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,063 per year, or $30.8 per hour.

Mortgage Finance Associate Attorney

Direct Counsel

Salt Lake City, UT • On-site, Remote

$235K - $365K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago

Job description

Mortgage Finance Associate Attorney

Location: Charlotte (Open to Chicago, Houston, Los Angeles, New York, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.)

Direct Counsel is seeking a junior to mid-level Mortgage Finance Associate to join a prestigious Am Law 100 firm in Charlotte, with the option to work from other U.S. office locations, including Chicago, Houston, Los Angeles, New York, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.. This role will focus on mortgage origination, warehouse financing, and securitization transactions in the commercial and residential mortgage sectors.

Key Responsibilities

  • Support the mortgage finance group in various securitization and financing transactions.

  • Advise clients on commercial and residential mortgage loans, including origination and warehouse financing.

  • Draft and negotiate loan documents, securitization agreements, and related contracts.

  • Assist with complex mortgage-related securitization transactions and asset-backed securities.

  • Work on matters related to mortgage servicing, regulatory compliance, and other finance-related issues.

  • Collaborate with clients to develop effective solutions for mortgage financing and securitization needs.

Qualifications

  • Education: J.D. from a top-tier law school.

  • Experience: 2 to 5 years of experience in mortgage finance, warehouse financing, securitization, or related transactions.

  • Skills: Strong academic credentials, excellent contract negotiation, and legal research skills, with a solid foundation in mortgage finance.

Work Environment & Compensation

  • Salary Range: $235,000 – $365,000 (compensation may vary based on experience, skills, and firm policies).

  • Comprehensive Benefits Package:

    • Medical, dental, vision, life, and AD&D insurance.

    • 401(k) retirement savings plan.

    • Back-up childcare and eldercare support.

    • Professional development programs, mentorship opportunities, and career advancement support.

This firm is committed to fostering a diverse and inclusive workplace and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Join a leading mortgage finance team and make an impact on the future of the industry with this exciting opportunity.