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Financial Planning Associate Jobs in Utah (NOW HIRING)

Squaremouth

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Experience with financial planning or portfolio management platforms (e.g., Salesforce, Redtail ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and Never-Ending Improvement * Keep up to date with relevant financial planning news. Demonstrates mastery ...

Reefcp

Private Equity Associate, Joint Ventures

Lehi, UT · On-site

$120 - $140/hr

Private Equity Associate, Joint Ventures Company: Reef Capital Salary: $120,000-140,000 + Bonus ... Update monthly portfolio review decks * Assist with corporate development (M&A, FP&A) and ...

HUB

Client Service Coordinator

Sandy, UT

$17 - $22.25/hr

Assistadvisors with the preparation of financial planning materials, proposals, and presentations ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

HUB International

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Assistadvisors with the preparation of financial planning materials, proposals, and presentations ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Wash Associates

Corporate Controller

Lehi, UT · Hybrid

$150K - $180K/yr

... Finance team at WashU (Wash Associates). Reporting into the CFO, the Controller will oversee ... Datarails or other FP&A software experience * Strong problem solving skills * Strong communication ...

Wash Associates

Corporate Controller

Lehi, UT · On-site

$150K - $180K/yr

... Finance team at WashU (Wash Associates). Reporting into the CFO, the Controller will oversee ... Datarails or other FP&A software experience * Strong problem solving skills * Strong communication ...

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Financial Planning Associate information

See Utah salary details

$12

$29

$61

How much do financial planning associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for financial planning associate in Utah is $29.10, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $31.30 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
What are the most commonly searched types of Financial Planning jobs in Utah? The most popular types of Financial Planning jobs in Utah are:
What are popular job titles related to Financial Planning Associate jobs in Utah? For Financial Planning Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Utah look for? The top searched job categories for Financial Planning Associate jobs in Utah are:
What cities in Utah are hiring for Financial Planning Associate jobs? Cities in Utah with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning 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 $60,523 per year, or $29.1 per hour.

Client Service Coordinator

Squaremouth

Sandy, UT • On-site

$17 - $22.25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Wealth Management Client Service Administrator

HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients – and we’re looking for a driven professional to join our team.

Position Overview

The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive a seamless, high-quality service experience. This individual will be responsible for managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ideal candidate brings a professional demeanor, strong organizational skills, and a passion for client service in a financial services environment.

Key Responsibilities

Client Service & Relationship Support

  • Serve as the primary point of contact for client inquiries, ensuring timely, accurate, and professional responses
  • Coordinate client onboarding, account opening, and documentation processes with custodians and financial institutions
  • Maintain and update client records, ensuring data integrity within CRM and portfolio management systems
  • Prepare and distribute account statements, financial reports, and correspondence on behalf of advisors
  • Schedule and coordinate client meetings, reviews, and follow-up communications

Administrative & Operational Support

  • Process new account applications, transfers, beneficiary changes, and other service requests accurately and efficiently
  • Liaise with custodians, third-party providers, and internal departments to resolve account issues and service requests
  • Monitor and track pending transactions, follow up on outstanding items, and ensure timely completion
  • Assist advisors with the preparation of financial planning materials, proposals, and presentations
  • Maintain organized electronic and physical filing systems in compliance with regulatory requirements

Compliance & Regulatory

  • Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies
  • Assist with preparation and submission of required regulatory filings and forms
  • Stay current on industry regulations and internal compliance updates as they relate to the role
Qualifications

Required

  • Exceptional organizational skills with strong attention to detail and accuracy
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Strong written and verbal communication skills with a professional, client-focused approach
  • Ability to manage multiple priorities in a fast-paced environment
  • High level of integrity and discretion when handling confidential client information

Preferred

  • Experience with financial planning or portfolio management platforms (e.g., Salesforce, Redtail, Orion, Tamarac, or similar)
  • Knowledge of investment products, insurance products, or financial planning concepts
  • FINRA Series 6, 7, or 65/66 license (or willingness to obtain – compensation reflects licensing status)
  • Life & Health insurance license (or willingness to obtain)
  • Associate's or Bachelor's degree in Finance, Business, or a related field
Benefits

HUB International offers a competitive total rewards package, including:

  • Comprehensive health, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off and holidays
  • Professional development and continuing education support
  • Licensing reimbursement and study assistance
  • Collaborative, team-oriented work environment with opportunities for career growth

Apply