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Wealth Management Representative Jobs in Utah (NOW HIRING)

PT&C Group LLC

Tax Manager

Sandy, UT · On-site

$95K - $150K/yr

... , and wealth management services to small and medium sized businesses and their owners. We ... year, which represents a good faith and reasonable estimate. Compensation decisions depend on ...

Goldman Sachs Bank AG

Tax Processing

Salt Lake City, UT · On-site

$80 - $100/hr

... Asset & Wealth Management, Platform Solutions, and Advisory Solutions. You will gain extensive ... Service Reps, and clients * Reviewing and responding to inquiries from Tax Authorities and ...

New

PT&C Group LLC

Staff Accountant / Bookkeeper

Sandy, UT · On-site

$50K - $80K/yr

... , and wealth management services to small and medium sized businesses and their owners. We ... year, which represents a good faith and reasonable estimate.? Compensation decisions depend on ...

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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.

Financial Services Professional

Bankers Life

Salt Lake City, UT • On-site

$19K/yr

Other

Medical, Life, Retirement

Posted 7 days ago

Key responsibilities

  • Develop a client base by growing relationships with your network, establishing and maintaining strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.

  • Present clients with financial strategies to preserve their retirement and grow their wealth using software and product illustrations.

  • Take ownership of your career by mastering your craft, delivering retirement protection, managing client assets, or leading a team of agents and representatives.

Job description

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!


Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:


Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning

As a Bankers Life Financial Services Professional Expect To:

* Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.

* Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.

* Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.

* Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.


How Bankers Life will provide support:

* Flexible in-office schedules once you complete your agent training and take off as a Full- time producing agent.

* Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.

* Our training, conducted in office, by successful field leaders, will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for twelve years and counting and a CLO LearningElite winner for five years and counting.

* First year agents can also receive up to $19,000 in additional income through our sales matching programs.

* Once established as a successful producing sales professional, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.

* Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.

*This is an exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.


What makes a great Financial Services Professional?

* Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.

* Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.

* Strong relationship building and communication skills will bond you with clients and colleagues.

* Competitive and entrepreneurial spirit to achieve success both for yourself and others.


The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals!


About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

* Commission structure designed to grow with you

* Diverse and flexible income portfolio and Bonus programs

* Retirement Savings Program


Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS.

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