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Wealth Management Representative Jobs in Utah (NOW HIRING)

Bank of America

Wealth Strategies Advisor

Lehi, UT · On-site +1

$177K - $300K/yr

Expand existing client relationships, assist advisors in new sales, and represent the firm in the ... Issue Management * Prioritization Minimum Education Requirement: High School Diploma / GED ...

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Wealth Management Representative information

What does a wealth management representative do?

A Wealth Management Representative assists clients in managing their financial assets by providing personalized investment advice, financial planning, and portfolio management services. They work closely with clients to understand their financial goals and risk tolerance, and then recommend tailored strategies to help achieve those objectives. Additionally, they may educate clients about various investment products, monitor account performance, and ensure that clients are informed about relevant market trends. Their role often involves building long-term relationships with clients and providing ongoing support to help them meet their financial goals.

What are the key skills and qualifications needed to thrive as a wealth management representative?

To thrive as a Wealth Management Representative, you need a solid understanding of financial markets, investment products, and regulatory compliance, often supported by a bachelor’s degree in finance and relevant licenses such as Series 7 and 66. Familiarity with portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, active listening, and effective communication help build lasting client relationships and trust. These skills and qualifications are essential for delivering tailored financial advice, maintaining regulatory standards, and growing a loyal client base.

What are some common challenges faced by wealth management representatives when working with clients?

Wealth Management Representatives often encounter challenges such as managing diverse client expectations, staying up-to-date with changing financial regulations, and addressing complex financial needs. Building trust with clients can take time, especially when advising on sensitive topics like retirement planning or investment risks. Additionally, representatives must balance client acquisition with providing ongoing, high-quality service to existing clients, requiring strong organizational and communication skills.

What is the difference between Wealth Management Representative vs Financial Advisor?

AspectWealth Management RepresentativeFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66 (often required)
Work EnvironmentBank branches, financial firms, client meetingsIndependent, firm-based, or online platforms
Employer & IndustryBanks, financial institutions, wealth management firmsIndependent firms, brokerages, financial planning companies
Primary FocusSales, client service, investment productsComprehensive financial planning, investment advice

While both roles involve client financial services, Wealth Management Representatives primarily focus on sales and client service within financial institutions, often with a sales-driven approach. Financial Advisors typically provide broader financial planning and investment advice, often working independently or in specialized firms. The certifications and work environments overlap but differ in scope and responsibilities.

Is wealth management a good paying career?

Wealth management representatives often earn competitive salaries that include base pay, commissions, and bonuses, with total compensation varying based on experience, client portfolio size, and performance. The role can be financially rewarding, especially for those with strong sales skills and industry certifications like the CFP or CFA. However, income levels can fluctuate depending on market conditions and individual success.

What is an entry-level job in wealth management representative?

An entry-level wealth management representative typically starts in roles such as client associate or financial services associate, assisting senior representatives with client onboarding, account management, and financial data analysis. These positions often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66 license to provide financial advice or sell investment products.

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

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

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

The top searched job categories for Wealth Management Representative jobs in Utah are:

Wealth Management Representative jobs near you
Infographic showing various Wealth Management Representative job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Relationship Manager - Private Wealth & Tax Solutions (US only)

Wilson Hand LLC

Salt Lake City, UT • On-site, Remote

Contractor

Re-posted 28 days ago

Job description

Position Summary

The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. This is a commission only position only position with the potential to earn $1,000,000M annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days.

Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry.

Relationship Managers report directly to the Chief Operations Officer.

Remote position but MUST live in the United States, home office located in Salt Lake City, Utah.

** YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE UNITED STATES**

Requirements

Required Background & Qualifications

Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:

Education & Credentials:

  • A demonstrated focus on private wealth, tax, or business law
  • CPA credential or significant accounting/tax background strongly preferred
  • Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required.

Professional Experience:

  • Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines
  • Demonstrated success in business development and relationship management with high-net-worth individuals and families
  • Background in tax strategy development, business succession planning, wealth preservation, or estate planning
  • Experience with business brokers, M&A professionals, or transaction intermediaries
  • Proven track record of managing complex client relationships and converting prospects into long-term partnerships
  • Sales experience targeting or servicing HNWI clientele and strategic business partners

Benefits

Key Responsibilities
  • Develop, Nurture & Manage Relationships - Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions.
  • Strategic Partner Conversion - Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise.
  • Client Portfolio Management - Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization.
  • Tailored Solution Development - Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning.
  • Identify Upsell & Cross-Sell Opportunities - Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs.
  • Client Issue Resolution - Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly.
  • Strategic Partner Training & Support - Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings.
  • Cross-Functional Collaboration - Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression.
  • CRM Management & Reporting - Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management.
Expectations
  • Focus on Wellness Pro product during first 90 days with the goal of signing up between 8 to 10 companies to generate greatets chance of earning basic income within 2-3 months which then allows transition to toerh long-term type products offer by the firm.
  • Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships.
  • Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence.
  • Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis.
  • Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products.
  • Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust.
  • Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services.
Key Performance Indicators

Client Development:

  • Sign up 8-10 companies with Wellness Pro during first 90 days
  • Meet with 100 Core Tax leads annually (8/month or 2/week)
  • Convert 50 Core Tax clients annually (4/month or 1/week)
  • Meet with 125 CGT leads annually (11/month or 3/week)
  • Convert 12 CGT clients annually (1/month)
  • Meet with 125 ARP leads annually
  • Convert 25 ARP clients annually (2/month)

Client Success & Growth:

  • Client retention and satisfaction scores
  • Product penetration and expansion revenue per client
  • Strategic Partner activation and ongoing engagement metrics
  • Revenue growth trajectory across assigned client base

Apply