Top 13 Personal Financial Advisors Jobs in Logan, UT

Client Relationship Associate - Providence, UT (onsite)
EP Wealth Advisors, LLC —Providence, UT
- $24.03 - $34.85 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
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6d
Assistant Restaurant Leader
Raising Cane's —Logan, UT
- $55,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
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4h
Sales Representative
TaxPlanIQ —United States
- From $70,000 a year
- 8 hour shift
- Remote
- CRM software
- Background check
- Sales
- Health insurance
- Dental insurance
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Associate Financial Advisor
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Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
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Client Relationship Associate - Providence, UT (onsite)

EP Wealth Advisors, LLC
Providence, UT

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Job Details

Full-time
$24.03 - $34.85 an hour
6 days ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

Vendor relationship building
Customer communication
Bachelor's degree

Full Job Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our Providence, Utah office is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Duties and Responsibilities

Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting
Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements
Research and resolve client issues leveraging internal support resources and/or escalate as appropriate to management
Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars
Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients
Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards
Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner
Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers
Participate in team projects, business initiatives and engage in training and education opportunities as required

Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field
Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company
Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization
Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable

Compensation: pay range is $24.03 - $34.85 (hourly)

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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Personal Financial Advisors jobs in Logan, UT

Client Relationship Associate - Providence, UT (onsite)

Assistant Restaurant Leader

Sales Representative

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