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Part Time Wealth Management Jobs in Utah (NOW HIRING)

This internship offers meaningful opportunities to build foundational finance skills and gain an inside look at the wealth management industry. This is a part-time, in-office role stationed at our ...

New

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

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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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 Aug 15, 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.

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 15 to 25 hours, depending on the employer and client needs. These positions may involve flexible schedules and may require certifications such as the Series 7 or 66, with some roles offering evening or weekend hours.

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 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.

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

Securing a part-time wealth management position can be competitive, often requiring relevant financial knowledge, client service skills, and sometimes certifications like the CFP. Experience in finance or sales can improve chances, but entry-level roles may be more accessible for those with strong interpersonal skills and a willingness to learn.

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.

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:

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, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $88,968 per year, or $42.8 per hour.

Finance Internship

Diversify

South Jordan, UT • On-site

$20/hr

Part-time

Posted 2 days ago

New


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://diversify.com.


About the Position
This internship offers hands-on exposure to the finance team, supporting the revenue cycle, accounts payable, and bank reconciliations. It's a fast-paced environment that will sharpen you attention to detail and critical thinking as you help evaluate and resolve transactions under the guidance of experienced team members. This internship offers meaningful opportunities to build foundational finance skills and gain an inside look at the wealth management industry. This is a part-time, in-office role stationed at our headquarters in South Jordan, Utah. 


Your Impact
•    Revenue Cycle Management: Support the process of revenue transactions across multiple technology platforms. Assist with audits in the portfolio accounting system to help ensure billing accuracy. Help create invoices in the accounting system using an ETL spreadsheet process. 
•    Accounts Payable: Assist with cases from advisors that come through Salesforce, including crediting client accounts, under the guidance of the AP team.
•    Collaboration: Work alongside with the Controller, Billing Manager, and Revenue Operations Manager, gaining exposure to accounting projects, financial reporting, and month-end close processes. 


Who You Are
•    Pursuing a bachelor’s degree in accounting, finance, or information systems.
•    A thirst for knowledge and a drive for excellence. 
•    Aligned with our values of integrity, innovation, and collaboration. 
•    Strong professional demeanor, communication skills, and a collaborative spirit. 


Your Toolkit
•    Strong computer and technical skills. 
•    The ability to analyze data and ensure the accuracy of outputs. 
•    Willingness to learn and follow strong internal controls. 
•    Comfortable taking initiative and thinking through problems, with support from the team as needed. 
•    Detail-oriented with pride in the quality of your work. 
•    Self-starter with strong 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