Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Operations Analyst
South Jordan, UT · On-site
$20 - $22/hr
Title: Wealth Management Operations Analyst Duration - 12+ months + (Possibility of Further ... Additionally, the Associate will work closely with branches and other internal departments, provide ...
Quick apply
Wealth Management Operations Analyst
South Jordan, UT · On-site
$20 - $22/hr
Title: Wealth Management Operations Analyst Duration - 12+ months + (Possibility of Further ... Additionally, the Associate will work closely with branches and other internal departments, provide ...
Client Service Associate
Orem, UT · On-site
$12.50 - $17.50/hr
Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the ...
Client Service Associate
Orem, UT · On-site
$12.50 - $17.50/hr
Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the ...
... Strategy Associate, this person will be responsible for the white glove adoption and trade ... Prior experience in Capital Markets, Investment Banking/Origination, or Wealth Management. * FINRA ...
... Strategy Associate, this person will be responsible for the white glove adoption and trade ... Prior experience in Capital Markets, Investment Banking/Origination, or Wealth Management. * FINRA ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the ...
Client Service Associate
Orem, UT · On-site
$12.50 - $17.50/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.
Quick apply
Client Service Associate
Orem, UT · On-site
$12.50 - $17.50/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.
Client Service Associate
Orem, UT · On-site
$40K - $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.
Client Service Associate
Orem, UT · On-site
$40K - $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.
Client Service Associate
Orem, UT · On-site
$12.50 - $17.50/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.
Client Service Associate
Orem, UT · On-site
$12.50 - $17.50/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.
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.
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.
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.
Quick apply
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.
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.
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.
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 ...
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 ...
... wealth management services. The Firm's employees serve clients worldwide including corporations ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
... wealth management services. The Firm's employees serve clients worldwide including corporations ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
... wealth management services. The Firm's employees serve clients worldwide including corporations ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
... wealth management services. The Firm's employees serve clients worldwide including corporations ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
... wealth management services. The Firm's employees serve clients worldwide including corporations ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
... wealth management services. The Firm's employees serve clients worldwide including corporations ... As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible ...
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Woodland Hills, UT · Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Woodland Hills, UT · Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Woodland Hills, UT · Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Woodland Hills, UT · Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
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 ...
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 ...
Wealth Management Associate information
See Provo, UT salary details
$10.23 - $12.16
7% of jobs
$14.05 is the 25th percentile. Wages below this are outliers.
$12.16 - $14.08
18% of jobs
$14.08 - $16
18% of jobs
The median wage is $16.48 / hr.
$16 - $17.92
27% of jobs
$18.74 is the 75th percentile. Wages above this are outliers.
$17.92 - $19.85
11% of jobs
$19.85 - $21.77
3% of jobs
$21.77 - $23.69
2% of jobs
$23.69 - $25.61
2% of jobs
$25.61 - $27.54
5% of jobs
$27.54 - $29.46
3% of jobs
$29.46 - $31.38
3% of jobs
$10
$18
$31
How much do wealth management associate jobs pay per hour?
As of Sep 12, 2026, the average hourly pay for wealth management associate in Provo, UT is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $19.57 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 Provo, UT?
The most popular types of Wealth Management jobs in Provo, UT are:
What job categories do people searching Wealth Management Associate jobs in Provo, UT look for?
The top searched job categories for Wealth Management Associate jobs in Provo, UT are:
What cities near Provo, UT are hiring for Wealth Management Associate jobs?
Cities near Provo, UT with the most Wealth Management Associate job openings:
Wealth Management Client Associate
Provo, UT • On-site
Bank of America
• Finance and Insurance • 10K+ employees10,000+ employees
Full-time
Re-posted 26 days ago
Key responsibilities
Provides excellent client service by educating clients on banking offerings and addressing their service needs.
Ensures the accuracy, timeliness, and completeness of client materials and follows up on requests from clients and Financial Advisors.
Supports day-to-day team activities, including covering roles during absences or seasonal increases, with a client-first approach.
Bank Of America rating
8.3
Based on 538 frontline employees who took The Breakroom Quiz
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US