ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Utah (NOW HIRING)

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.

Squaremouth

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Wealth Management Client Service Administrator HUB International is a leading full-service global ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...

Morgan Stanley

E*TRADE Risk Officer

Sandy, UT

... SRO), Associate/Regional Risk Officer (ARRO/RRO), and business management to drive timely ... Drive consistent communication of Morgan Stanley Wealth Management policies and regulatory ...

Morgan Stanley

E*TRADE Risk Officer

Sandy, UT · On-site

... SRO), Associate/Regional Risk Officer (ARRO/RRO), and business management to drive timely ... Drive consistent communication of Morgan Stanley Wealth Management policies and regulatory ...

HUB

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Our Wealth Management division is committed to delivering exceptional, personalized financial ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

HUB International

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Our Wealth Management division is committed to delivering exceptional, personalized financial ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

previous page

Showing results 41-60

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Utah

Wealth Management Associate information

See Utah salary details

$9

$18

$30

How much do wealth management associate jobs pay per hour?

As of Sep 12, 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 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 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

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 are popular job titles related to Wealth Management Associate jobs in Utah?

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

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

The top searched job categories for Wealth Management Associate 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, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $37,623 per year, or $18.1 per hour.

Client Service Associate

Sandy, UT • On-site

Diversify
Finance and Insurance • 11 - 50 employees
Learn more about Diversifyexternal

$45K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

About Us
Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at https://joindiversify.com.
About the Position:
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
  • Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
  • Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
  • Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
  • Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are:
  • 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
  • Required licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance
  • Bachelor's degree in finance, business, or a related field is preferred but not required.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Collaborative mindset with a commitment to contributing to team success

Your Toolkit:
  • Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
  • The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
  • Detail-oriented with an ownership mentality towards the quality of your work.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits
  • Core Benefits - Medical with HSA and FSA options, dental, and vision.
  • Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
  • Great Team Culture - Team members consistently rave about having great colleagues.
  • Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V

Apply