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Financial Consultant Financial Advisor

Client Services Associate, Financial Planning

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: Edelman Financial Engines, LLC
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Client Service Associate in Salt Lake City, Utah. This role involves providing exceptional customer service, coordinating client meetings, and supporting Financial Advisors. Ideal candidates have at least two years of experience in financial services and a solid understanding of finance and investment markets. The expected salary ranges from $50,000 to $65,000, plus potential bonuses and benefits.

Join a purpose-driven firm that values integrity and client relationships.
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Position Requirements
10+ Years work experience
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