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Financial Associate Jobs in Sandy, UT (NOW HIRING)

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Financial Analyst

Salt Lake City, UT

Analyst, Financial Job Summary As an Analyst on the FP&A team, you will conduct quantitative analyses impacting budgets, expenses, and other financial projects of public or private institutions. Your ...

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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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Financial Associate information

See Sandy, UT salary details

$29K

$66.9K

$131.1K

How much do financial associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial associate in Sandy, UT is $66,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $73,200.00 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 Sandy, UT? The most popular types of Financial jobs in Sandy, UT are:
What job categories do people searching Financial Associate jobs in Sandy, UT look for? The top searched job categories for Financial Associate jobs in Sandy, UT are:
What cities near Sandy, UT are hiring for Financial Associate jobs? Cities near Sandy, UT with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Sandy, 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 $66,870 per year, or $32.1 per hour.

Construction Surety Underwriter / Financial Analyst (Associate Account Executive)

The Whiteside Agency

Salt Lake City, UT

$70K - $116K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Who Are We?

Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category
UnderwritingCompensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range$70,400.00 - $116,200.00
Target Openings
1
What Is the Opportunity?
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors.
The Associate Account Executive (AAE) will build relationships with agents and brokers to provide insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve business goals within an assigned book of business.
As an AAE, you are decisive, detail-oriented, and are learning to build relationships internally and externally to drive results. As you develop the ability to assess risk and sell our products, you will contribute to the profitability and success of Travelers.What Will You Do?
  • Manage the profitability, growth, and retention of a typically smaller assigned book of business.
  • Underwrite and negotiate routine customer accounts to minimize risk and maximize profitability.
  • Partner with leadership, execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
  • Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
  • Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
  • Identify and capture new business opportunities using consultative marketing and sales skills.
  • Execute agency, region, and group sales plans with guidance from management.
  • Perform other duties as assigned.
What Will Our Ideal Candidate Have?
  • Applicable professional experience.
  • Bachelor's degree.
  • One to three years of applicable underwriting experience.
  • Working knowledge of products, the regulatory environment, and local market conditions.
  • Critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
  • Communication skills with the ability to negotiate with agents and brokers.
What is a Must Have?
  • One year of related professional experience.
What Is in It for You?
  • Health Insurance:Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
  • Retirement:Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
  • Paid Time Off:Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
  • Wellness Program:The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
  • Volunteer Encouragement:We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.

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