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Wealth Manager Jobs in Utah (NOW HIRING)

Carson Group

Wealth Advisor- Murray, UT

Murray, UT · On-site

Who We Are Carson- Where integrity meets expertise in the world of wealth management. At Carson, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary ...

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Wealth Manager information

See Utah salary details

$22.3K

$54.2K

$105.6K

How much do wealth manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for wealth manager in Utah is $54,190.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $62,400.00 per year, depending on experience, location, and employer.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

Is wealth management a high paying career?

Wealth management is generally 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 top firms can earn six-figure incomes or higher.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs

What are the most commonly searched types of Wealth jobs in Utah?

The most popular types of Wealth jobs in Utah are:

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

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

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

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

What cities in Utah are hiring for Wealth Manager jobs?

Cities in Utah with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,190 per year, or $26.1 per hour.

Senior Wealth Manager - No Sales

Anew Recruiting

Salt Lake City, UT • Hybrid

$150K - $225K/yr

Full-time

Re-posted 19 days ago

Job description

Senior Wealth Manager – No Sales

On-Site 4x a week – Salt Lake City, UT


A rapidly growing independent wealth management firm is seeking an experienced Senior Wealth Manager to join its Private Wealth team. This role focuses post-sales relationships, delivering sophisticated wealth management solutions to ultra-high-net-worth individuals and family office clients, with particular emphasis on tax, estate, and trust planning.


The ideal candidate brings deep expertise in financial planning, investment oversight, estate strategies, and multi-generational wealth planning, along with a proven ability to build and maintain long-term client relationships. This person thrives in servicing clients, but without the pressure of sales.

 

Key Responsibilities

Client Relationship Management

  • Serve as the primary advisor for high-net-worth and family office clients, delivering personalized wealth management strategies aligned with evolving financial goals.
  • Build and maintain trusted, long-term client relationships through proactive communication and high-touch service.
  • Partner closely with internal specialists across tax, estate, trust, and investment functions to provide integrated planning solutions.

 

Comprehensive Financial Planning

  • Develop and implement advanced financial plans focused on tax efficiency, estate planning, risk management, philanthropy, and wealth transfer strategies.
  • Advise clients on complex trust and estate matters, including strategies designed to preserve wealth across generations.
  • Translate sophisticated financial concepts into clear, actionable recommendations.

 

Wealth Management & Portfolio Oversight

  • Ensure investment strategies align with client objectives, risk tolerance, and long-term planning needs.
  • Monitor portfolio performance and coordinate portfolio reviews and rebalancing activities.
  • Utilize financial planning technology platforms to deliver customized planning solutions for clients with significant net worth.

 

Collaboration & Leadership

  • Work collaboratively with internal advisory teams to deliver a seamless client experience.
  • Contribute to a culture of professionalism, collaboration, and exceptional client service.

 

Qualifications

Experience & Education

  • Bachelor’s degree in Finance, Economics, or related field.
  • 7+ years of experience in wealth management, financial planning, private wealth, or family office advisory.
  • Experience advising high-net-worth or ultra-high-net-worth clients preferred.
  • CFP®, LLM, and/or CPA designation preferred.

 

Skills & Expertise

  • Strong knowledge of financial planning, estate planning, tax strategies, risk management, and philanthropic planning.
  • Deep understanding of trust and estate structures and related tax considerations.
  • Demonstrated success managing sophisticated client relationships.
  • Strong communication and presentation skills with the ability to simplify complex planning concepts.
  • Experience with financial planning software platforms such as eMoney or similar tools preferred.

 

What’s Offered

  • Flexible hybrid work environment (4 days/week in office).
  • Opportunity to join a high-growth, entrepreneurial wealth management platform.
  • Collaborative culture with access to integrated planning resources and specialized expertise.
  • Strong professional development and career growth opportunities.
  • Competitive compensation and benefits package.