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Financial Planning Associate: Client Services & Analytics

Job in Midvale, Salt Lake County, Utah, 84047, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Midvale, Utah, is seeking a Registered Client Service Associate to support high-producing advisors. This role involves preparing financial plans, scheduling client meetings, and managing new business paperwork. Candidates must have a bachelor’s degree and 3-5 years of relevant experience in a client service environment. Strong analytical and organizational skills are essential for this position.

Join our team and help provide clients with exceptional service and support.
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Position Requirements
10+ Years work experience
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