ZipRecruiter

Log In

1

Wealth Management Jobs in Sandy, UT (NOW HIRING)

next page

Showing results 1-20

All JobsWealth Management JobsWealth Management Jobs in Sandy, UT

Wealth Management information

See Sandy, UT salary details

$71.3K

$92.9K

$111.2K

How much do wealth management jobs pay per year?

As of Aug 15, 2026, the average yearly pay for wealth management in Sandy, UT is $92,866.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,200.00 and $103,600.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.
More about Wealth Management jobs

What are the most commonly searched types of Wealth Management jobs in Sandy, UT?

The most popular types of Wealth Management jobs in Sandy, UT are:

What job categories do people searching Wealth Management jobs in Sandy, UT look for?

The top searched job categories for Wealth Management jobs in Sandy, UT are:

What cities near Sandy, UT are hiring for Wealth Management jobs?

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

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Sandy, UT as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $92,866 per year, or $44.6 per hour.

Wealth Advisor - Boise

Zions Bancorporation

Salt Lake City, UT • On-site

Full-time

Posted 2 days ago

New

Zions Bancorporation rating

8.2

Company rating: 8.2 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

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 Boise, ID area. 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.

What Zions Bancorporation employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply