Top 11 Finance associate Jobs in Tooele Ut

Planning and Advice Associate - Salt Lake City, Utah
Fidelity Investments —Salt Lake City, UT
- Full-time
- Mid-level
- Office
- Communication skills
Fraud Alerting Associate
Morgan Stanley —South Jordan, UT
- Full-time
- English
- Mid-level
- Analysis skills
Valuation Associate
SCALAR —Draper, UT
- Office
- Finance
- Analysis skills
- Health insurance
- 401(k) matching
Part Time Associate Banker Salt Lake Central (30 hours)
JPMorganChase —South Salt Lake, UT
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Senior Associate, Mindshare Institute
Intermountain Healthcare —Murray, UT
- $135,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Analysis skills
- Health insurance
- Retirement plan
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate
Morgan Stanley —Sandy, UT
- Full-time
- Customer service
- Mid-level
- Office
Senior Valuation Associate
SCALAR —Draper, UT
- Mid-level
- Office
- Finance
- Health insurance
- 401(k) matching
Part Time (20 Hours) Associate Banker, Sandy Little Cottonwood Branch, Sandy, UT
JPMorganChase —Sandy, UT
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
Part Time (20 Hours) Associate Banker, Glendale Redwood Branch, Salt Lake City, UT Bilingual Spanish Required
JPMorganChase —Salt Lake City, UT
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
10d

Discover related jobs

Based on your search for finance associate jobs.

Budget Analyst (Junior Level)
Tecolote Research, Inc. —Hill AFB, UT
Analytical experience providing decision support to senior DoD management and validation experience supporting the budgeting and programming processes within…

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Analysis, Associate
JPMorganChase —Columbus, OH
Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets.
Finance & Business Management -Associate
JPMorganChase —Columbus, OH
Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications.

Show more jobs in cities nearby

I want to receive the latest job alert for finance associate in tooele ut

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance associate jobs near tooele ut

Senior Associate Engineer jobs in Columbus, OH

Senior Community Care Of Kentucky Pace jobs in Louisville, KY

Senior Associate Engineer jobs in Palm Bay, FL

Benchmark Senior Living jobs in Stamford, CT

Senior Associate Engineer jobs in Vega Baja, PR

Senior Marketing Manager jobs in Remote

Private Banker jobs in Columbus, OH

Universal Banker jobs in Houston, TX

Business Banker jobs in New Jersey

Chase Banker jobs in Los Angeles, CA

Business Banker jobs in Miami, FL

Phone Banker jobs in New York, NY

Relationship Banker jobs in Hudson, NY

Team Leader, Planning & Advice jobs in Merrimack, NH

Team Recovery jobs in Toledo, OH

Urban Planning jobs in Phoenix, AZ

Senior Companion jobs in Denver, CO

Senior Associate Engineer jobs in Mountain View, CA

Senior Associate Engineer jobs in Windsor Mill, MD

Associate Of Science Degree jobs in Fort Worth, TX

Planning and Advice Associate - Salt Lake City, Utah

Fidelity Investments -
Salt Lake City, UT

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Series 7

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

The Expertise and Skills You Bring

Strong client relationship and consultative experience
Experience with inbound/outbound warm leads and customer engagement
Interest or knowledge in financial services and retirement planning
Strong communication, technology, and time‑management skills
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

The Team

The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.

As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service, Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

finance associate jobs in tooele ut

Planning and Advice Associate - Salt Lake City, Utah

Fraud Alerting Associate

Valuation Associate

Part Time Associate Banker Salt Lake Central (30 hours)

Senior Associate, Mindshare Institute

Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate

Senior Valuation Associate

Part Time (20 Hours) Associate Banker, Sandy Little Cottonwood Branch, Sandy, UT

Part Time (20 Hours) Associate Banker, Glendale Redwood Branch, Salt Lake City, UT Bilingual Spanish Required