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Wealth Manager Jobs in Sandy, UT (NOW HIRING)

Bankers Life

Wealth Management Trainee

Salt Lake City, UT · On-site

$41K - $50K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

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 Sandy, UT salary details

$23.3K

$56.6K

$110.2K

How much do wealth manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth manager in Sandy, UT is $56,564.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $65,100.00 per year, depending on experience, location, and employer.

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.

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.

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 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.

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.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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What cities near Sandy, UT are hiring for Wealth Manager jobs?

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

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Sandy, UT as of August 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $56,564 per year, or $27.2 per hour.

Centralized Wealth Advisor - Salt Lake City, UT

Zions Bancorporation

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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

53rd of 174 rated banks

Job description

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote for us as the best bank in our local markets. We value our employees, and we are committed to searching out, recognizing, and creating fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a client-focused Centralized Wealth Advisor to join our high-performing, collaborative team dedicated to delivering personalized financial guidance. This position is located in our downtown Salt Lake City office at One South Main Street. The Wealth Management department covers either transit pass or parking pass for these positions.
This role is ideal for a relationship-driven professional who thrives in a consultative environment and is passionate about helping clients build, protect, and manage their wealth. As a Centralized Wealth Advisor, you will partner closely with retail banking teams to deepen client relationships while providing comprehensive financial planning and investment guidance through video and phone consultations.
The successful candidate will combine strong relationship-building skills with financial expertise to deliver an exceptional client experience and help clients achieve their long-term financial goals.
Essential Functions:
  • Build deep relationships with clients by understanding their goals, priorities, and financial picture. Provide tailored recommendations across investment management, retirement, and asset protection.
  • Maintain and grow an existing book of business, proactively identifying opportunities to enhance client outcomes and deepen engagement.
  • Identify held-away assets and guide clients through strategies to consolidate and optimize their portfolios within the firm.
  • Collaborate closely with retail banking partners to cultivate referral opportunities and expand reach into new client segments.
  • Conduct high-quality client interactions via phone and video, creating a seamless and personalized experience regardless of location.
  • Other duties as assigned.

Qualifications:
  • Requires a bachelor's degree and experience with retirement products, general investment matters and developing strong client relationships or other directly related experience.
  • A combination of education and experience may meet requirements.
  • Life/Health Insurance License.
  • FINRA Registration: Series 7; Series 66 (or Series 63 & Series 65) required.
  • Knowledge of client relationships and wealth management products and processes required.
  • Background in retirement products and general investment matters.
  • Solid investment product knowledge and relationship management skills.
  • Solid interpersonal skills and ability to engage clients in a phone-based relationship.
  • Strong problem resolution, analysis, oral and written communication skills to create relationships with clients.
  • Demonstrated client management and some related sales experience providing financial planning services.
  • Solid computing skills that include working with the Microsoft Office suite and proprietary systems.
  • Profile clients to better understand their goals and properly provide solutions that best meet the needs of the client.

Pay Range:
  • $75,000 to $85,000 plus 20% bonus (Based upon relatable skills/experience)

This position is in-office, on-site work is an essential function of the Wealth Representative position and is not eligible for hybrid or remote work arrangements.
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 12 Paid Federal Holidays, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business
  • Employee Ambassador preferred banking products

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