ZipRecruiter

Log In

1

Wealth Associate Jobs in Utah (NOW HIRING)

CAPTRUST

Wealth Client Management Associate

Draper, UT · On-site

$13.50 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

CAPTRUST

Wealth Client Management Associate

Draper, UT

$13.50 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

CAPTRUST

Wealth Client Management Associate

Draper, UT · On-site

$13.50 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

next page

Showing results 1-20

All JobsWealth Associate JobsWealth Associate Jobs in Utah

Wealth Associate information

See Utah salary details

$9

$18

$30

How much do wealth associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for 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 Wealth Associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a Wealth Associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Utah? The most popular types of Wealth jobs in Utah are:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Utah as of June 2026, with employment types broken down into 82% Full Time, 6% Part Time, and 12% Contract. Highlights an 94% In-person, and 6% Hybrid job distribution, with an average salary of $37,623 per year, or $18.1 per hour.
Associate Wealth Manager

Associate Wealth Manager

Leah Yosef International, Inc.

Salt Lake City, UT • Remote

$100K/yr

Other

Posted 7 days ago

Job description

13B+ AUM Independent Wealth Management Firm

Salt Lake City, Tucson, Albuquerque, Portland

Overview

Dynamic, fast growing 13B+ Independent RIA is seeking an Associate Wealth Manager to assist advisors with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

Clear progression toward a Lead Advisor, supported by hands-on mentorship

 Highlights

  1. The Firm has been growing consistently 30%+ year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
  2. Compensation parameters: $100,000+ compensation package

Opportunity to work fully remote. Ideally based out of Salt Lake City, Tucson, Albuquerque, Portland  

Requirements

  • CFP and/or Current Series 65
  • 2+ years experience in the wealth management arena
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

View All Leah Yosef International Jobs

Apply