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Wealth Management Client Associate Jobs in Utah (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

iCapital

Client Delivery Specialist

Salt Lake City, UT · On-site

$75K - $85K/yr

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Experience with RIA/Wealth management policies, procedures, and client service * Experience working ...

UBS

Senior Wealth Strategy Associate

Salt Lake City, UT · On-site

... management strategies? Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and ...

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Wealth Management Client Associate information

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How much do wealth management client associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for wealth management client associate in Utah is $20.39, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $22.74 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

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

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

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Utah as of August 2026, with employment types broken down into 62% Full Time, 25% Part Time, and 13% Contract. Highlights an 100% In-person job distribution, with an average salary of $42,421 per year, or $20.4 per hour.

Wealth Advisor - Downtown Salt Lake City

Salt Lake City, UT • On-site

Zions Bank
Commercial Banking • 1 - 5K employees
Learn more about Zions Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Salt Lake City, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
  • Retail Bankers
  • Community/Business Bankers
  • Private Bankers
  • Commercial Bankers
  • Investment Management Portfolio Managers/Advanced Planning Professionals

As a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Additionally, the ideal candidate will:
  • Exhibit a strong passion for providing top-tier client experience within a collaborative team environment.
  • Skilled in a client-centric consulting process, starting with discovery and financial planning.
  • Possess an extensive understanding of a wide array of investment, insurance, and banking strategies.
  • Demonstrate exceptional communication, relationship management, and sales skills.
  • Be adept at evaluating, advising, and supporting the bank's clients effectively.

Requirements:
  • To excel in this role, candidates should meet the following criteria:
  • Requires a Bachelor's degree
  • A minimum of 4 years of directly related experience, 10+ years preferred.
  • A combination of education and experience may meet the requirements.
  • Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
  • A CFP® certification is highly preferred.
  • Exhibit proficiency in using computers and relevant software.
  • Display excellent verbal and written communication abilities.
  • Showcase exceptional analytical and presentation skills.
  • Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
  • Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
  • Process a keen understanding of financial planning.

Benefits:
  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees
  • Employee Ambassador preferred banking products
Zions Bank logo

About Zions Bank

Sourced by ZipRecruiter

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Salt Lake City, UT, US

Social media

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