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Financial Professional Associate Jobs in Sandy, UT

Berkadia

Associate Director

Midvale, UT · On-site

At Berkadia, you'll work alongside top investment sales professionals representing owners of ... Analyze commercial real estate investment opportunities, including financial statements, rent rolls ...

Davies Allen

Audit / Assurance Associate

Lehi, UT · On-site

Position Summary As an Audit Associate, you will work directly with senior team members and ... professionally with client accounting staff to gather necessary documentation and clarify financial ...

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Showing results 41-60

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Sandy, UT

Financial Professional Associate information

See Sandy, UT salary details

$42.3K

$83.1K

$128.8K

How much do financial professional associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial professional associate in Sandy, UT is $83,147.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,300.00 and $114,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities near Sandy, UT are hiring for Financial Professional Associate jobs? Cities near Sandy, UT with the most Financial Professional Associate job openings:
Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Sandy, UT as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $83,147 per year, or $40 per hour.

Controllers, Legal Entity Controllers (Financial Accounting), Associate

Goldman Sachs

Salt Lake City, UT • On-site

Other

This job post has expired today. Applications are no longer accepted.

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description

Controllers Division:

The mission of Controllers is to ensure that the firm meets the financial control and reporting obligations of a global, regulated and public financial institution. As part of the firm's second line of defense, Controllers provides the critical analysis required while ensuring the internal and external financial information of the firm is accurate. Additionally, Controllers serves an important role in safeguarding the assets of the firm through the independent scrutiny of financial information. Controllers engages regularly with the firm's regulators and auditors and through its strong culture of control and challenge helps to protect the firm from reputational and other risks.

Responsibilities:

  • Act as legal entity controller, with responsibilities over the monthly closing process, including monitoring intercompany relationships, general ledger vs. sub-ledger breaks, revenue and expense sharing arrangements, funding arrangements among affiliated entities, proper booking of accruals/provisions and classification of inventory and other balances
  • Preparation of quarterly financial information for inclusion in the firm's consolidated financial statements filed with the SEC
  • Assist in analyzing legal entity regulatory capital requirements, by closely working with the Market Risk, Credit Risk and Corporate Treasury teams
  • Ensure accurate and complete reporting of regulatory information in public reports to the regulatory authorities
  • Liaise extensively with other areas of firm such as Product Controllers, Funding Controllers, Corporate Treasury, Legal, Tax, Regulatory, Market Risk and Credit Risk on various ad hoc inquiries including new products requests, strategic changes to existing workflows, and transfer pricing initiatives
  • Assist in the preparation of standalone entity financial information and disclosures in accordance with U.S. GAAP
  • Perform and review ad hoc analyses on financial and non-financial attributes of consolidating legal entities for internal and external reporting purposes

Qualifications:

  • Strong analytical / interpersonal skills and a high proficiency with Microsoft software applications
  • Undergraduate degree in accounting and/or finance
  • CPA is desired
  • 3+ years relevant work experience
  • Teamwork and collaboration-oriented, with the ability to work independently
  • Must demonstrate considerable energy, focus, drive, and a sense of urgency
  • Ability to manage multiple tasks, operate within deadlines, and escalate when appropriate

ABOUT GOLDMAN SACHS

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. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2025. 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, veterans 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

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