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Wealth Management Associate Jobs in Utah (NOW HIRING)

Diversify

Finance Internship

South Jordan, UT

$20/hr

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 ...

Diversify

Revenue Operations Associate

South Jordan, UT · On-site

$20/hr

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 ...

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 ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...

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 ...

HUB International Limited

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

HUB International

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Client Service Coordinator

Sandy, UT

$17 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Utah

Wealth Management Associate information

See Utah salary details

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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.

Finance Internship

Diversify

South Jordan, UT

$20/hr

Part-time

Posted 9 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://diversify.com.


About the Position
This internship offers hands-on exposure to the finance team, supporting the revenue cycle, accounts payable, and bank reconciliations. It's a fast-paced environment that will sharpen you attention to detail and critical thinking as you help evaluate and resolve transactions under the guidance of experienced team members. This internship offers meaningful opportunities to build foundational finance skills and gain an inside look at the wealth management industry. This is a part-time, in-office role stationed at our headquarters in South Jordan, Utah.


Your Impact
Revenue Cycle Management: Support the process of revenue transactions across multiple technology platforms. Assist with audits in the portfolio accounting system to help ensure billing accuracy. Help create invoices in the accounting system using an ETL spreadsheet process.
Accounts Payable: Assist with cases from advisors that come through Salesforce, including crediting client accounts, under the guidance of the AP team.
Collaboration: Work alongside with the Controller, Billing Manager, and Revenue Operations Manager, gaining exposure to accounting projects, financial reporting, and month-end close processes.


Who You Are
Pursuing a bachelor's degree in accounting, finance, or information systems.
A thirst for knowledge and a drive for excellence.
Aligned with our values of integrity, innovation, and collaboration.
Strong professional demeanor, communication skills, and a collaborative spirit.


Your Toolkit
Strong computer and technical skills.
The ability to analyze data and ensure the accuracy of outputs.
Willingness to learn and follow strong internal controls.
Comfortable taking initiative and thinking through problems, with support from the team as needed.
Detail-oriented with pride in the quality of your work.
Self-starter with strong organizational skills and the ability to multitask effectively.


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

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