1

Wealth Management Associate Jobs in Provo, UT (NOW HIRING)

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Financial Advisor - Horace Mann

Riverton, UT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you--or your business--to new heights. At BCG Securities, the ...

Account Manager

South Jordan, UT · On-site

$56K - $80K/yr

  • Medical

  • Retirement

  • PTO

... wealth management and retirement challenges through custom solutions and a people-first approach ... Associates degree or equivalent experience , and BA/BS preferred * More than 3 years' client ...

Account Manager

South Jordan, UT · On-site

$56K - $80K/yr

  • Medical

  • Retirement

  • PTO

... wealth management and retirement challenges through custom solutions and a people-first approach ... Associates degree or equivalent experience , and BA/BS preferred * More than 3 years' client ...

Account Manager

South Jordan, UT

$56K - $80K/yr

  • Medical

  • Retirement

  • PTO

... wealth management and retirement challenges through custom solutions and a people-first approach ... Associates degree or equivalent experience , and BA/BS preferred * More than 3 years' client ...

Store Manager Trainee

Sandy, UT

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Store Manager Trainee

Sandy, UT · On-site

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Store Manager Trainee

Sandy, UT · On-site

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Store Manager Trainee

Sandy, UT · On-site

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Store Manager Trainee

Sandy, UT · On-site

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Store Manager Trainee

Sandy, UT

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Orem, UT · On-site

$12.50 - $17.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Showing results 21-40

Wealth Management Associate information

See Provo, UT salary details

$10

$18

$31

How much do wealth management associate jobs pay per hour?

As of Aug 17, 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 cities near Provo, UT are hiring for Wealth Management Associate jobs?

Cities near Provo, UT with the most Wealth Management Associate job openings:

Infographic showing various Wealth Management Associate job openings in Provo, UT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $39,094 per year, or $18.8 per hour.

Fraud Alerting Associate

Morgan Stanley

Sandy, UT • On-site

Full-time

Posted 25 days ago


Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services


Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Fraud Operations, under the Cyber Data Risk & Resilience Division, plays a key role in supporting the Firm, delivers industry leading operational solutions by aligning the right functions, people, processes, and tools to ensure the Firm is protected against internal and external fraud risk.
The Fraud Alerts team within Fraud Operations acts as the Firm-s first line of defenses for monitoring suspicious transactions for the Wealth Management & E*Trade business which includes Crypto. One of our key functions is ensuring immediate investigation of fraud alerts on high-risk transactions such as funds transfers. The team also serves as the Firm's subject matter experts for payment fraud related matters and provides training and education to the payment community globally as well as supports payment teams through payment expertise and guidance on Firm expectations on appropriate execution of wire transfers
Job Responsibilities:
  • Monitoring and investigating of real time fraud alerts for WM E*Trade and ISG business.
  • Responding to fraud incident by invoking the appropriate playbook
  • Performing ongoing assessment and enhancement on the effectiveness of the fraud alerts.
  • Monitor and investigate real-time crypto account activity to detect and prevent fraud, abuse, and unauthorized access.
  • Support new product launches involving crypto payments, wallets, and blockchain integrations, ensuring fraud events are reviewed and resolved within SLA timelines.
  • Collaborate with internal stakeholders (e.g., compliance, legal, cybersecurity) to remediate confirmed fraud events.
  • Engage directly with clients to verify flagged crypto transactions and resolve unauthorized activity.
  • Maintain awareness of emerging crypto fraud schemes, including phishing, wallet hijacking, and smart contract exploits.
  • Identify and escalate new fraud scenarios and process gaps to management.
  • Cross-train across operational support functions to ensure coverage and continuity.
  • Adhere to departmental and corporate policies, ensuring compliance with crypto-specific regulatory guidelines.
  • Drafting and Maintaining procedures
  • Attending regular Governance meetings and reporting to Senior Management

Qualifications - External
  • Experience in fraud or break investigations.
  • General knowledge on different fraud type and characteristic
  • Data analytic skill is a plus.
  • Ability to work under pressure in handling time critical payment investigations, managing conflict and challenge payment teams processes and controls
  • Confident, well-rounded, methodical person with strong analytical skills
  • Self-motivated, pro-active and have the ability to work consistently and efficiently to achieve goals, either as an individual or as part of a team
  • Attention to detail and accuracy is essential
  • Task orientated and inquisitive in nature
  • Excellent spoken and written English required

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

What Morgan Stanley employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom