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49 Financial Jobs in Utah (NOW HIRING)

About Renaissance Financial What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha ...

Financial Advisor

Sandy, UT · On-site

$72K - $100K/yr

Farm Bureau Financial Services in Sandy, Utah, is looking for a dedicated and enthusiastic Financial Advisor to join our growing team. We believe that everyone deserves access to sound financial ...

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49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.
What cities in Utah are hiring for 49 Financial jobs? Cities in Utah with the most 49 Financial job openings:

VP Financial Planning & Analysis- GM Financial Bank

GM Financial

Salt Lake City, UT • Hybrid

Full-time

Retirement

Posted 26 days ago


GM Financial rating

7.9

Company rating: 7.9 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

76th of 171 rated vehicle equipment hire


Job description

Why GM Financial Bank?

GM Financial Bank is a newly formed bank. Team members joining now will play a pivotal role in shaping the bank, which will offer auto finance and deposit products. Joining GM Financial Bank means an opportunity to help build a customer-focused bank from the ground up. 

The VP Financial Planning and Analysis- GM Financial Bank provides direction for several primary areas: Financial Analysis, Financial Analysis and Planning, Cost Analysis and Activity Based Costing. This team member plans, directs and coordinates financial activities, providing accurate and timely financial and related statistical information to effectively maximize company profitability

What makes you an ideal candidate? 

  • Advanced knowledge of Activity Based Costing (ABC) and Standard Costing principles.
  • Proficiency with financial analysis systems, including Oracle, SAP, PeopleSoft, Hyperion, Cognos, and Everest.
  • Advanced expertise in financial modeling and valuation tools, including NPV and IRR.
  • Strong understanding of corporate finance and accounting principles.
  • Knowledge of auto lending products, including loans, leases, and floorplan financing.
  • Skilled in budgeting, forecasting, and trend-based financial planning.
  • Experience managing projects and implementing financial strategies and processes.
  • Advanced Excel skills, including macros, pivot tables, charting, and data analysis.
  • Ability to interpret financial documents and perform complex financial analysis.
  • Demonstrated leadership, communication, presentation, and business writing skills, with the ability to collaborate effectively across all management levels.
     

Additional Knowledge and Skills

Working effectively within an AI enabled environment:  

  • Ability to use AI tools (e.g., Microsoft Copilot) to support daily work
  • Skills in evaluating AI outputs for accuracy, compliance, and bias
  • Experience integrating AI into workflows to improve efficiency or insights
  • Familiarity with AI assisted research, summarization, and content generation
  • Understanding of responsible AI use, including ethics and data protection 

Work Experience & Education

  • Greater than 10 years ( advanced degrees and/or certifications may compensate for lesser experience) required
  • Bachelor's Degree in Finance, Accounting, Economics or Information Systems (additional business experience may compensate for lack of advanced degrees) required
  • Master's Degree Preferred

Working Conditions

What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), training, GM employee auto discount, community service pay and nine company holidays.

Our Culture:Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive.

Work Life Balance:Flexible hybrid work environment, 3-days a week in office 

#LI-WB1 

#GMFJobs  

About the role:

This role is responsible for driving financial planning, analysis, and reporting activities by evaluating company performance, identifying trends, and supporting strategic decision-making through forecasting, budgeting, and cost analysis. The position partners closely with business leaders and the parent company's finance team to deliver accurate financial insights, improve operational efficiency, and ensure the achievement of corporate financial goals.

In this role you will:

  • Analyze monthly/quarterly/yearly financial results of the total company and communicate important trends and measures
  • Develop and maintain short and long term corporate planning models
  • Collaborate with parent company financial planning and analysis team to ensure alignment with corporate budgeting and forecasting processes
  • Supply business unit owners with tools and metrics to complete segment analysis
  • Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring timely and accurate completion of each and that fiscal goals are being met
  • Recommends and initiates special projects and service goals and analyzes the financial details of past, present and expected operations in order to identify development opportunities and areas where improvement is needed
  • Evaluate and oversee the a Cost Accounting/Analysis function Evaluate and assign activities associated with completion of processes performed in the Company using agreed upon allocation methods
  • Gather and analyze activity cost data to identify operational improvement opportunities
  • Supply forecast for financial disclosures and management review
  • Prepare ad hoc analysis for management

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