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Private Wealth Associate Jobs in Utah (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Salt Lake City, UT · On-site

$78K - $97K/yr

What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ...

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 ...

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How much do private wealth associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for private wealth associate in Utah is $18.09, according to ZipRecruiter salary data. Most workers in this role earn between $13.56 and $18.80 per hour, depending on experience, location, and employer.

What does a private wealth associate do?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP or CFA. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a competitive and rewarding career path in the finance industry.

What are the key skills and qualifications needed to thrive as a private wealth associate?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

What is a private wealth associate?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.
What are popular job titles related to Private Wealth Associate jobs in Utah? For Private Wealth Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Private Wealth Associate jobs in Utah look for? The top searched job categories for Private Wealth Associate jobs in Utah are:
Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $37,623 per year, or $18.1 per hour.

Tax Senior - Private Wealth

Deloitte

Salt Lake City, UT • On-site

$78K - $97K/yr

Full-time

Re-posted 6 days ago

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

45th of 150 rated financial services

Job description

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on May 31, 2027.

What You'll Do

As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services.

Qualifications

Required:

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • Bachelor's degree in accounting, finance, or other business-related field
  • 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Experience reviewing trust documents
  • Excellent technology (i.e., Microsoft Excel and compliance software)
  • Limited immigration sponsorship may be available
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)

Preferred

  • Advanced degree such as MST, JD, or LLM
  • Prior Big 4 experience
  • Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
  • Experience articulating conclusions, planning opportunities, and risks identified through research projects

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax

Qualifications:

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on May 31, 2027.

What You'll Do

As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services.

Qualifications

Required:

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • Bachelor's degree in accounting, finance, or other business-related field
  • 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Experience reviewing trust documents
  • Excellent technology (i.e., Microsoft Excel and compliance software)
  • Limited immigration sponsorship may be available
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)

Preferred

  • Advanced degree such as MST, JD, or LLM
  • Prior Big 4 experience
  • Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
  • Experience articulating conclusions, planning opportunities, and risks identified through research projects

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax

Education:Bachelor's DegreeEmployment Type:

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