ZipRecruiter

Log In

2

Part Time Wealth Management Jobs in Utah (NOW HIRING)

Diversify

Processor

Orem, UT · On-site

$20/hr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... This is a part-time, in-office role stationed in Orem, Utah. Your Impact: * Account Processing:

Diversify

Processor

Orem, UT · On-site

$20/hr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... This is a part-time, in-office role stationed in Orem, Utah. Your Impact: * Account Processing:

Diversify

Processor

Orem, UT · On-site

$20/hr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... This is a part-time, in-office role stationed in Orem, Utah. Your Impact: * Account Processing:

T-Mobile

Sr Mobile Expert - Part Time

Riverdale, UT · On-site

$29/hr

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... Task Management (Required) * Teamwork Orientation (Required) * Troubleshooting (Required) * At ...

Dollartree

Assistant Manager I

South Ogden, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

South Ogden, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Sandy, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Salt Lake City, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager II

Saint George, UT

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager II

Saint George, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Salt Lake City, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Salt Lake City, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Salt Lake City, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Taylorsville, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Salt Lake City, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Sandy, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Taylorsville, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Salt Lake City, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant manager I

Monticello, UT · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

next page

Showing results 1-20

All JobsWealth Management JobsPart Time Wealth Management JobsPart Time Wealth Management Jobs in Utah

Part Time Wealth Management information

See Utah salary details

$68.3K

$89K

$106.5K

How much do part time wealth management jobs pay per year?

As of Sep 12, 2026, the average yearly pay for part time wealth management in Utah is $88,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,700.00 and $99,200.00 per year, depending on experience, location, and employer.

What is part-time wealth management?

Part-time wealth management refers to working in the financial advisory and planning sector on a part-time basis, rather than full-time. Professionals in this role help clients manage their assets, plan for retirement, and achieve financial goals, but may work reduced hours or fewer days per week. This arrangement can suit individuals seeking work-life balance or those transitioning into or out of full-time roles. Key responsibilities may include portfolio reviews, investment advice, and client meetings, all tailored to fit a part-time schedule.

What are the typical responsibilities and team dynamics for a part-time wealth management role?

In a part-time wealth management position, you can expect to assist with client portfolio reviews, prepare financial reports, and support senior advisors with client communications. You’ll often collaborate closely with other advisors, analysts, and administrative staff to ensure clients’ needs are met efficiently. While your hours may be limited, strong communication and organizational skills are vital, as you’ll be responsible for managing multiple tasks and ensuring accuracy in financial documentation. The fast-paced environment offers valuable exposure to financial planning and can serve as a stepping stone for full-time advancement within the firm.

What are the key skills and qualifications needed to thrive as a part-time wealth management professional?

To excel in part-time wealth management, you need a solid understanding of financial planning, investment strategies, and relevant regulations, often supported by a finance degree or professional certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is typically required. Exceptional interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly help build client trust and loyalty. These competencies are crucial for effectively managing client assets, ensuring compliance, and fostering long-term relationships in a competitive industry.

What is the difference between Part Time Wealth Management vs Part Time Financial Advisor?

AspectPart Time Wealth ManagementPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or Series 7/66
Work EnvironmentFinancial firms, banks, or independentFinancial firms, banks, or independent
Industry UsageCommon in wealth management firms and private banksUsed across financial planning and advisory firms
Search IntentSeeking part-time roles in wealth managementLooking for part-time financial advisory positions

Part Time Wealth Management and Part Time Financial Advisor roles often overlap in credentials and work environment. Both involve providing financial guidance, typically require similar certifications, and are found in similar settings. The main difference lies in the focus: wealth management emphasizes managing high-net-worth clients' assets, while financial advising covers broader financial planning services. Understanding these distinctions helps job seekers target the right roles in the financial industry.

How many hours a week is part time wealth management?

Part-time wealth management roles typically require working fewer than 30 hours per week, often around 20 hours or less, depending on the employer and specific position. These roles may involve flexible schedules and may require certifications such as the Series 7 or 66, but hours are generally less than full-time positions which usually involve 35-40 hours weekly.

Is it hard to get a job in part time wealth management?

Part time wealth management roles can be competitive and often require relevant financial knowledge, customer service skills, and sometimes certifications like the Series 7 or 66. Success depends on experience, networking, and demonstrating strong interpersonal and analytical abilities, but entry-level positions may be more accessible for those with related backgrounds.

What are the most commonly searched types of Wealth Management jobs in Utah?

The most popular types of Wealth Management jobs in Utah are:

What are popular job titles related to Part Time Wealth Management jobs in Utah?

For Part Time Wealth Management jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Part Time Wealth Management jobs in Utah look for?

The top searched job categories for Part Time Wealth Management jobs in Utah are:

Part Time Wealth Management jobs near you
Infographic showing various Part Time Wealth Management job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $88,968 per year, or $42.8 per hour.

Processor

Orem, UT • On-site

Diversify
Finance and Insurance • 11 - 50 employees
Learn more about Diversifyexternal

$20/hr

Part-time

Posted 12 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 at https://joindiversify.com.


About the Position:

We are seeking a detail-oriented Processor to join our dynamic team. In this entry-level role, you will support our advisors by preparing account paperwork and following up account openings to ensure timely completion. If you are organized, reliable and looking to build a career in financial services in a fast-paced environment, we would love to hear from you. This is a part-time, in-office role stationed in Orem, Utah.


Your Impact:

  • Account Processing: Draft, review and submit account opening paperwork, ensuring all forms are complete and accurate before submission.
  • Follow Up: Track and follow up on pending accounting openings, coordinating with custodians and internal teams to resolve outstanding items.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Quality Control: Review documents for accuracy, completeness, and compliance with firm standards before submission.
  • Team Support: Assist advisors and service teams with administrative tasks related to account setup and maintenance as needed.


Who You Are:

  • Detail-oriented with a strong focus on accuracy and thoroughness.
  • Organized and able to manage multiple tasks and deadlines independently
  • A reliable communicator who follows through on outstanding items
  • No prior financial services experience required

Your Toolkit:

  • Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Strong attention to detail and a willingness to learn.
  • Ability to follow established processes and ask questions when something doesn't look right.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.


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

Apply