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Financial Planning Associate Jobs in Provo, UT (NOW HIRING)

Diversify

Client Service Associate

Sandy, UT

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

TERRACON

Regional Finance Coordinator

Midvale, UT · On-site

Create and maintain electronic project files related to financial documentation, which may include ... Participate in pre-task planning. Report any safety issues or concerns to management. * Be ...

Trove Brands

Brand Marketing Associate

Lehi, UT · On-site

As a Brand Marketing Associate, you will own the strategy for how Owala shows up and wins across ... Exposure to P&L management, forecasting, demand planning, or other financial drivers of a business

Berkadia

Associate Director

Midvale, UT · On-site

Analyze commercial real estate investment opportunities, including financial statements, rent rolls ... Fertility and family planning services * Up to 12-weeks of fully paid parental leave * Mental ...

ITW Hobart Service

Regional Parts Sales Manager

Orem, UT · On-site

With more than 1,800 associates nationwide, we serve as trusted partners to our customers--helping ... Support service parts financial planning and monthly revenue outlook. Achieve outlook for sales and ...

McArthur Homes

Part Time Sales Associate

South Jordan, UT · On-site

$13.25 - $18/hr

... financing and Personal Selections Help manage purchase contracts and paperwork accurately and on ... master-planned communities. With a strong emphasis on craftsmanship and attention to detail ...

New

Trove Brands

Brand Marketing Associate

Lehi, UT · On-site

As a Brand Marketing Associate, you will own the strategy for how Owala shows up and wins across ... Exposure to P&L management, forecasting, demand planning, or other financial drivers of a business

Trove Brands

Brand Marketing Associate

Lehi, UT · On-site

As a Brand Marketing Associate, you will own the strategy for how Owala shows up and wins across ... Exposure to P&L management, forecasting, demand planning, or other financial drivers of a business

Berkadia

Associate Director

Midvale, UT · On-site

Analyze commercial real estate investment opportunities, including financial statements, rent rolls ... Fertility and family planning services * Up to 12-weeks of fully paid parental leave * Mental ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Provo, UT

Financial Planning Associate information

See Provo, UT salary details

$13

$30

$64

How much do financial planning associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for financial planning associate in Provo, UT is $30.24, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $32.50 per hour, depending on experience, location, and employer.

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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

What are the most commonly searched types of Financial Planning jobs in Provo, UT?

The most popular types of Financial Planning jobs in Provo, UT are:

What are popular job titles related to Financial Planning Associate jobs in Provo, UT?

For Financial Planning Associate jobs in Provo, UT, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Provo, UT look for?

The top searched job categories for Financial Planning Associate jobs in Provo, UT are:

What cities near Provo, UT are hiring for Financial Planning Associate jobs?

Cities near Provo, UT with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Provo, UT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $62,889 per year, or $30.2 per hour.

Client Service Associate

Diversify

Sandy, UT

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

About Us

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.


Learn more about us athttps://joindiversify.com.


About the Position:

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.


Your Impact:

  • Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
  • Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
  • Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
  • Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are:

  • 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
  • Required licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance
  • Bachelor's degree in finance, business, or a related field is preferred but not required.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Collaborative mindset with a commitment to contributing to team success

Your Toolkit:

  • Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
  • The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
  • Detail-oriented with an ownership mentality towards the quality of your work.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

  • Core Benefits - Medical with HSA and FSA options, dental, and vision.
  • Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
  • Great Team Culture - Team members consistently rave about having great colleagues.
  • Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!

If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!


We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V

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