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Wealth Advisor Jobs in Utah (NOW HIRING)

Boutique Recruiting

Wealth Advisor

Salt Lake City, UT · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Salt Lake City. The selected candidate will build on existing relationships ...

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

Who We Want The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will ...

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Wealth Advisor information

See Utah salary details

$42.8K

$93.8K

$135.2K

How much do wealth advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for wealth advisor in Utah is $93,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $112,400.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth advisor, and why are they important?

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

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

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

What are popular job titles related to Wealth Advisor jobs in Utah?

For Wealth Advisor jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor jobs in Utah look for?

The top searched job categories for Wealth Advisor jobs in Utah are:

What are popular job titles related to Wealth Advisor jobs in UT?

For Wealth Advisor jobs in UT, the most frequently searched job titles are:

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Utah as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $93,841 per year, or $45.1 per hour.

Wealth Advisor

Boutique Recruiting

Salt Lake City, UT • On-site

Full-time

Medical, PTO

Re-posted 24 days ago

Job description

Position Title: Wealth Advisor
This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Salt Lake City. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.
Wealth Advisor Responsibilities:
  • Build and manage a book of business from scratch
  • Conduct client meetings and presentations
  • Provide comprehensive financial planning services
  • Collaborate with a Portfolio Manager and support team for client solutions
  • Engage in marketing efforts and identify cross-selling opportunities
  • Utilize administrative support for efficiency in client management
  • Prospect for new clients and maintain ongoing relationships

Wealth Advisor Requirements:
  • 5-7 years of experience as a financial advisor with a strong foundation in wealth planning
  • Proven track record in client acquisition and business development
  • Experience in a Registered Investment Advisor (RIA) environment
  • Possession of Series 65 license
  • Bachelor's degree is strongly preferred
  • CFP certification is preferred
  • Experience with Moneyguide Pro is preferred

Benefits:
  • Unlimited PTO, promoting work-life balance
  • Opportunity to acquire company stock with initial shares awarded upon joining
  • Medical benefits with HMO and PPO options
  • Access to comprehensive benefits information online

If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-KJ1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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