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Financial Associate Jobs in Provo, UT (NOW HIRING)

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Financial Associate information

See Provo, UT salary details

$28.9K

$66.6K

$130.5K

How much do financial associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial associate in Provo, UT is $66,568.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,300.00 and $72,800.00 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 Provo, UT? The most popular types of Financial jobs in Provo, UT are:
What job categories do people searching Financial Associate jobs in Provo, UT look for? The top searched job categories for Financial Associate jobs in Provo, UT are:
What cities near Provo, UT are hiring for Financial Associate jobs? Cities near Provo, UT with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Provo, UT 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 $66,568 per year, or $32 per hour.

Financial Planning Associate

Dentist Advisors

Holladay, UT • On-site

Full-time

Posted 6 days ago

Job description

About Us

Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.


We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.


The Role

We’re hiring a Financial Planning Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You’ll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.


This role can also be a strong starting point for someone building toward a career as a financial advisor. If you’re pursuing (or considering) your CFP® certification, you’ll get exposure to real planning work and mentorship from senior advisors as you grow your skills and experience.



What You’ll Do

  • Assist advisors with daily administrative and client-related tasks


  • Facilitate new client onboarding, including gathering information and preparing required documentation


  • Maintain and update each client’s dashboard and financial scorecard


  • Audit, organize, and process quarterly financial reports


  • Communicate with clients to request, collect, and update personal documents


  • Organize and maintain client files in Box and ensure documentation is complete and accurate


  • Support internal data requests and help enhance workflows as our team grows


What Makes You a Great Fit


Personality

  • You’re interested in financial services and excited to grow your career in client support or advisory operations, with an interest in eventually becoming a financial advisor


  • You thrive in a fast-paced environment and adapt easily as needs change


  • You take initiative, solve problems independently, and stay one step ahead of what needs to be done


  • You’re highly organized, detail-oriented, and able to juggle multiple tasks without losing focus


  • You enjoy building relationships, collaborating with your team, and creating a positive experience for clients


Skills & Qualifications

  • Strong written and verbal communication skills


  • Excellent organization and time-management abilities


  • Experience working in a deadline-driven environment


  • Ability to work both independently and as part of a team


  • Familiarity with financial services, client service roles, or professional office settings


  • Comfortable learning new systems and managing data accurately


  • A BA/BS degree in a related field


Bonus Points

  • CFP® certification, or actively working toward it


  • Experience or interest in financial planning, financial operations, or client service in a professional services firm


  • Familiarity with Salesforce, eMoney, Black Diamond, or Charles Schwab