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Wealth Associate Jobs in Utah (NOW HIRING)

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is seeking an Associate to service the company's rapidly growing client ... Experience working for or with wealth management firms is preferred * Experience with SAAS ...

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site +1

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is seeking an Associate to service the company's rapidly growing client ... Experience working for or with wealth management firms is preferred * Experience with SAAS ...

SANS

Associate

Salt Lake City, UT · On-site

The objective is to bring in an Associate-level resource, with 2-5 years of experience, who can ... Operations experience within Asset Management, Wealth Management, Client Reporting, Fund ...

Safelite Group

Warehouse Lead Associate

Salt Lake City, UT

$24.20/hr

  • Medical

  • Life

  • Retirement

  • PTO

Exploreour health, wealth,and life offerings at www.safelitebenefits.com. WhatYou'llDo ... Coaches associates on operational best practices, proper equipment use, glass-handling methods, and ...

Family Dollar

Customer Service Associate I

Tremonton, UT · On-site

$13.25 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Parowan, UT · On-site

$12.25 - $17/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Salt Lake City, UT · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

West Valley City, UT · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Washington, UT · On-site

$13.25 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

La Verkin, UT · On-site

$12.50 - $17/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Orem, UT · On-site

$12.50 - $17.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Showing results 41-60

All JobsWealth Associate JobsWealth Associate Jobs in Utah

Wealth Associate information

See Utah salary details

$9

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How much do wealth associate jobs pay per hour?

As of Aug 19, 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 key skills and qualifications needed to thrive as a wealth associate?

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 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 most commonly searched types of Wealth jobs in Utah?

The most popular types of Wealth jobs in Utah are:

What cities in Utah are hiring for Wealth Associate jobs?

Cities in Utah with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% 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.

Client Service Associate - Salt Lake City, UT

Chelsea Senior Living

Salt Lake City, UT • On-site

$14 - $19.25/hr

Other

Medical, Dental, Retirement, PTO

Posted 16 days ago

Job description

Position: Client Service Associate
Firm: Wealth Management CPAs
Location: Salt Lake City, UT
Overview:
Are you passionate about delivering exceptional client service and interested in working for a reputable financial firm? Join our dynamic team at Wealth Management CPAs based in Salt Lake City, UT. We are seeking a detail-oriented and proactive Client Service Associate to support our advisors and provide outstanding service to our valued clients.
The Client Service Associate serves as a key part of the client journey-from onboarding and asset transfers to ongoing service and advisor support-helping ensure every client interaction reflects the high standards of our firm.
What You'll Do:

  • Serve as a point of contact for client service requests with professionalism, warmth, and responsiveness
  • Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
  • Support advisors by preparing for client meetings and ensuring a positive client experience
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Assist with new business processing and operational workflows
What We're Looking For:
  • 2-year degree or greater with a Bachelor's degree preferred
  • Kind and collaborative team player willing to assist others
  • 1+ years in client service or related industry experience
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You'll Get:
Pay & Perks:
  • Medical and dental insurance
  • 401(k)
  • PTO
  • Team events
Schedule:
  • In office: Monday - Friday, 9:00am - 5:00pm
  • Some evenings required for client events, a few a year

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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