Client Advisor Jobs in Utah

Client Advisor jobs in Utah concentrate heavily in financial services, wealth management, and retail banking, with strong demand from entry-level through senior relationship roles. Salt Lake City, Provo, and St. George are the busiest hiring metros, anchored by employers such as Goldman Sachs, Zions Bancorporation, and Edward Jones, all of which maintain lasting operations in the state. Portfolio management support, insurance advisory, and private banking are among the most in-demand specialties right now. Find a role that fits below and apply directly.

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Overview

Open roles7
Top employerJPMorganChase
Top citySalt Lake City, UT
Cities hiring6
Work type71% On-site
Top industryBanking

Showing 5 of 7+ Client Advisor jobs

Strider Technologies
Senior Client Advisor
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Strider Technologies
Added 3w ago
Senior Client Advisor
Strider Technologies
South Jordan, Utah
Project Management
Security & Protective Services
Technical Program Management
Hybrid
Bachelor's degree in business

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JPMorganChase
Private Client Advisor
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JPMorganChase
Added 1mo ago
Private Client Advisor
JPMorganChase
Provo, Utah
Sales
Customer Success
Consulting & Professional Services
Account Management
On-Site
Bachelor's

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JPMorganChase
Private Client Advisor
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JPMorganChase
Added 2mo ago
Private Client Advisor
JPMorganChase
Orem, Utah
Sales
Customer Success
Finance
Accounting
Consulting & Professional Services
Account Management
On-Site
Bachelor's

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KeyBank
Private Client Advisor
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KeyBank
Added 2mo ago
Private Client Advisor
KeyBank
Salt Lake City, Utah
Business Strategy
Product Management
Project Management
Hybrid
High school diploma or GED
10,000+

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JPMorganChase
Private Client Advisor
We won't show you this job again
JPMorganChase
Added 2mo ago
Private Client Advisor
JPMorganChase
Salt Lake City, Utah
Sales
Customer Success
Finance
Accounting
Consulting & Professional Services
Account Management
On-Site
Bachelor's

Have you applied for this role?

See All 7 Client Advisor Jobs in Utah

Find roles in Utah that match your experience and apply in just a few clicks.

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Client Advisor Jobs by City in Utah

Where Utah roles are concentrated, by current openings.

Salt Lake City
2 jobs
Lehi
1 job
Orem
1 job
Provo
1 job
Draper
1 job
South Jordan
1 job

Client Advisor Job Market in Utah

A snapshot from current Utah openings, updated as new roles post.

Who's Hiring

JPMorganChase
JPMorganChase5 open roles
KeyBank
KeyBank1 open role
Strider Technologies
Strider Technologies1 open role

Top Industries Hiring

  • Banking & Financial Services
  • Fintech
  • Investment & Asset Management

What Utah Employers Look For

The qualifications that appear most often in client advisor jobs across Utah.

  • Active FINRA Series 7 or Series 66 license recognized in Utah required for most advisory roles
  • Bachelor's degree in finance, business, or a closely related field strongly preferred
  • Demonstrated experience building and managing client relationships in a professional setting
  • Proficiency with CRM platforms such as Salesforce or Redtail to track client interactions
  • Strong written and verbal communication skills for presenting financial solutions to clients
  • Ability to meet Utah compliance standards and complete required continuing education annually

Client Advisor Jobs in Utah: Frequently Asked Questions

How do you become a client advisor in Utah?

Most client advisor roles in Utah that involve investment advice or securities require passing FINRA licensing exams, such as the Series 7 or Series 66, before you can work with clients. Licensing is administered through FINRA and overseen at the state level by the Utah Division of Securities. A bachelor's degree in finance, economics, or business is the standard educational baseline, and many firms also expect candidates to complete a formal onboarding or training program before advising independently.

Which companies hire client advisors in Utah?

Utah client advisor roles are posted by JPMorganChase, KeyBank, and Strider Technologies and others right now, based on current listings on Migrate Mate as of August 2026. Utah's concentration of financial services firms and insurance companies in the Salt Lake City and Provo corridors makes it one of the more active markets in the Mountain West for this role.

Which Utah cities have the most client advisor jobs?

Salt Lake City, Lehi, and Orem account for the greatest share of client advisor openings in Utah. Salt Lake City drives the bulk of demand as the state's financial and corporate hub, while Provo benefits from a dense cluster of fintech and insurance firms tied to Utah County's growing business corridor, and smaller metro areas appear on the list where regional bank branches and wealth management offices serve expanding suburban populations.

Are there remote client advisor jobs in Utah?

Yes, though they're less common than in purely desk-based fields, since client advisors are often expected to build in-person relationships. About 29% of client advisor openings tied to Utah are remote or hybrid as of August 2026, reflecting a market that values face time with clients. The parts of the role most amenable to remote work include portfolio reviews, onboarding calls, and plan preparation, while initial client acquisition and relationship-building tend to remain in-person.

How can I get hired as a client advisor in Utah with little or no experience?

The most realistic entry path is a financial services associate or client services representative role at a Utah bank or brokerage, which lets you build licensed experience before stepping into a full advisory seat. Zions Bancorporation and regional credit unions across the Wasatch Front run structured associate programs that hire candidates without prior advisory experience. Completing your Series 6 or Series 7 exam before applying gives you a measurable edge over other entry-level candidates and signals readiness to firms that need licensed staff quickly.

Where can I find and apply to client advisor jobs in Utah?

You can find and apply to client advisor jobs in Utah directly on Migrate Mate, which lists current openings in the state. Search the listings to see roles that match your experience, location, and specialty, then apply directly to the ones that fit.

See All 7 Client Advisor Jobs in Utah

Find roles in Utah that match your experience and apply in just a few clicks.

Find Client Advisor Jobs