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Wealth Management Associate Jobs in Utah (NOW HIRING)

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

Who We Are Carson- Where integrity meets expertise in the world of wealth management. At Carson ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

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

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

What cities in Utah are hiring for Wealth Management Associate jobs?

Cities in Utah with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $37,623 per year, or $18.1 per hour.

Asset & Wealth Management Operations - Private Wealth Management - Trade Management & Settlement ...

Goldman Sachs, Inc.

Salt Lake City, UT • On-site

Full-time

Re-posted 2 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description

YOUR IMPACT
Do you like working on a fun and energetic team? Are you interested in how trading systems work and being close to the financial markets? The Trade Management & Settlements Operations team is seeking a professional with good attention to detail, who enjoys problem solving, and is interested in the financial markets.

OUR IMPACT
Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

Trade Management & Settlements is a high value Operations team that supports all trading, booking, and reconciliation for Private Wealth Management clients. Beyond trade support, the team covers a broad set of functions including working closely with product sponsors to develop support models for new product offerings, processing asset servicing events, and providing subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Provide trading help desk support to PWM sales teams 
  • Provide trade booking and settlement support across multiple products and business lines
  • Perform trade reconciliations and ad-hoc reporting
  • Liaise with Technology, Operations, and Business stakeholders in performing ad-hoc inquiry analysis and support across Technology, Operations, and Sales teams 
  • Provide subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives


BASIC QUALIFICATIONS 

  • Bachelor's degree
  • Analytical and problem-solving skills; accuracy and attention to detail
  • Strong written and verbal communication skills
  • Proficiency in Microsoft Excel
  • Ability to work effectively in a team environment, improve processes, and work independently as a self-starter
  • Commitment to quality controls and procedures
  • Ability to prioritize and make decisions in a fast-paced environment
  • Leadership - Ability to coach and develop a team 


PREFERRED QUALIFICATIONS

  • Understanding of the securities industry; experience with trade execution, booking, or settlement for a financial institution 

What Goldman Sachs employees say

Pay

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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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