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Financial Associate Jobs in Utah (NOW HIRING)

Client Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Client Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

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Regional Sales Associate Uncapped Income + Company Training Pinnacle Financial is seeking a motivated Regional Sales Associate to join our high-performing team. This is a full-time, independent ...

Sets clear objectives for the financial center and associates, monitors progress and tracks results. * Manages existing clients and prospects by meeting with them, both in person and over the phone ...

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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 Jul 18, 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 can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

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 to help clients or organizations meet their financial goals.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
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:
Compliance - Salt Lake City- Associate, Financial Crime Controls - 10071990

Compliance - Salt Lake City- Associate, Financial Crime Controls - 10071990

Goldman Sachs

Salt Lake City, UT

Other

Re-posted 3 days ago


Goldman Sachs rating

8.2

Company rating: 8.2 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

44th of 149 rated banks


Job description

Job Duties: Associate, Financial Crime Controls with Goldman Sachs & Co. LLC in Salt Lake City, Utah. Draft Suspicious Activity Report (SAR) narratives utilizing investigative reports surrounding activity deemed to be suspicious, requiring a SAR filing by Goldman Sachs. Train new team members on identifying risk, drafting SAR narratives, presenting relevant facts and data to key stakeholders and senior managers. Independently perform in-depth reviews of potentially suspicious activity escalated to the Suspicious Activity Report (SAR) Group. Ensure compliance with Bank Secrecy Act/Anti-Money Laundering ("BSA/AML") Manual regarding SAR filings. Engage with law enforcement and various regulatory bodies regarding active investigations and SARs previously filed by Goldman Sachs. Present risk-relevant data to appropriate stakeholders including senior managers.

Job Requirements: Master's degree (U.S. or foreign equivalent) in Finance, Accounting, Statistics, Business Analytics, Legal Studies, or a related analytical field and one (1) year of experience in the job offered or in a related role OR Bachelor's degree (U.S. or foreign equivalent) in Finance, Accounting, Statistics, Business Analytics, Legal Studies, or a related analytical field and three (3) years of experience in the job offered or in a related role. Prior work experience must include one (1) year of experience (with a Master's degree) OR three (3) years of experience (with a Bachelor's degree) with the following: performing due diligence and making risk assessments; gathering complex sets of transaction facts and distilling them down to the key relevant data points necessary to provide compliance guidance; performing legal writing for analysis of facts and evidence in the finance industry; performing due diligence using public domain and open-source searches to assess and evaluate risks; and working with anti-money laundering regulations, including the relevant provisions of the Bank Secrecy Act and the USA Patriot Act.

The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.


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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869