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Wealth Assistant Jobs in Utah (NOW HIRING)

Pwc

Asset & Wealth Management Tax Manager

Salt Lake City, UT · On-site

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

Squaremouth

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Management Client Service Administrator HUB International is a leading full-service global ... * Assist advisors with the preparation of financial planning materials, proposals, and ...

Dollartree

Assistant Manager I

Spanish Fork, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Ogden, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager II

South Jordan, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Spanish Fork, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Sandy, UT

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Ogden, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... 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

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... 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

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Orem, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager II

Sandy, UT

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

South Ogden, UT

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... 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

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager II

Bountiful, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Wealth Assistant information

What qualifications do I need to work in wealth management?

Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

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

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

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

The most popular types of Wealth jobs in Utah are:

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

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

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

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

What cities in Utah are hiring for Wealth Assistant jobs?

Cities in Utah with the most Wealth Assistant job openings:

Wealth Assistant jobs near you

Investor Relations - Assistant Vice President

iCapital

Salt Lake City, UT • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

About the Role
iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company's rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team's goal is to optimize the user experience and ensure our clients' overall success.
Responsibilities
  • Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives.
  • Provide ongoing client and advisor support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
  • Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
  • Manage complex alternative investment operational workflows, partnering across teams to address and resolve escalations.
  • Influence process, platform, and client experience improvements.
  • Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform.
  • Assist with special projects for Senior Management in support of iCapital's businesses.

Qualifications
  • Bachelor's degree with at least 6-10+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments or wealth management
  • Experience with high-net-worth clients, financial advisors, and fund managers
  • Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
  • Experience working for or with wealth management firms is preferred
  • Experience with SAAS offerings and wealth tech platforms is preferred
  • Ability to manage phone queue during operating hours 8:30am-6 PM EST
  • Excellent organizational skills and attention to detail
  • Strong interpersonal, written, and verbal communication skill
  • Able to meet deadlines and work effectively under pressure
  • Strong experience in Microsoft Office applications, specifically Dynamics, Excel, PowerPoint, and Wordok

Benefits
The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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