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Assistant Financial Planner Jobs in Utah (NOW HIRING)

Stbancorp

Financial Advisor

Bountiful, UT

$55K - $156K/yr

Provide employees with scripts or other means to assist them in directing referrals of existing bank customers to the Financial Planner. * Planning and coordinating outside business development ...

otg

FP&A Analyst

Riverton, UT · On-site

Job Title: FP&A Analyst Location: NYC Compensation: $90-$120k + Bonus Eligibility Reports to: SVP ... Assist in evaluating new locations, menu concepts, and capital investment opportunities through ...

otg

FP&A Analyst

Riverton, UT · On-site

Job Title: FP&A Analyst Location: NYC Compensation: $90-$120k + Bonus Eligibility Reports to: SVP ... Assist in evaluating new locations, menu concepts, and capital investment opportunities through ...

CenCore LLC

Finance / FP&A Associate

Springville, UT · On-site

... / FP&A Associate to support budgeting, forecasting, financial reporting, pricing analysis, and data ... Key Responsibilities * Assist with the preparation and maintenance of annual budgets, forecasts ...

Platform Accounting Group

Senior FP&A Analyst

Holladay, UT · On-site

$82K - $102K/yr

The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and financial planning. This role requires cross-functional collaboration with multiple departments across ...

Platform Accounting

Senior FP&A Analyst

Holladay, UT · On-site

$82K - $102K/yr

The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and financial planning. This role requires cross-functional collaboration with multiple departments across ...

Kelso Industries

FP&A Analyst

Draper, UT

Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...

Kelso Industries

FP&A Analyst

Draper, UT · On-site

Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Utah

Assistant Financial Planner information

See Utah salary details

$32.3K

$55.2K

$95.1K

How much do assistant financial planner jobs pay per year?

As of Aug 30, 2026, the average yearly pay for assistant financial planner in Utah is $55,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $62,400.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Utah?

The most popular types of Financial Planner jobs in Utah are:

What cities in Utah are hiring for Assistant Financial Planner jobs?

Cities in Utah with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Utah as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $55,184 per year, or $26.5 per hour.

Wealth Planner

Cottonwood Heights, UT • On-site

Sequoia Financial Group Llc
Finance and Insurance • 11 - 50 employees
Learn more about Sequoia Financial Group Llcexternal

$50K - $69K/yr

Full-time

Re-posted 9 days ago

Job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Integrity.  We act in the best interests of others by providing an honest, consistent experience for our clients and team. 
    • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
    • Teamwork. We subordinate our egos to work together for the benefit of our clients. 

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We seek a motivated, self-starting, passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to retirement, education, insurance, estate, business succession, philanthropic, and other financial planning services that are delivered to our clients. 

Responsibilities
  • This position interacts with advisors to gather data for the initial plan or plan review
  • Duties include entering client information into financial planning software, producing analytical reports for use in comprehensive plans and modular analyses, identifying and recommending appropriate planning strategies, and supporting advisors in the creation of financial plans to deliver a great client experience. 
  • Serve as an ongoing resource to client facing advisors to answer technical planning questions.
  • Develop a deeper expertise in a specific technical area or client segment as agreed upon with the manager/department leader. This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process.  
  • Assist with departmental projects and priorities such as training and supporting advisors on the effective use of interactive planning software, evaluating new planning technology solutions, or enhancing data gathering processes.  
Required Skills/Experience
  • Bachelor’s degree - prefer a degree in Financial Planning or Finance
  • CFP® certificate or advanced credential in related practice area (ex., JD, CPA) 
  • 3-5 years+ experience in financial planning 
  • Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life 
  • Experience working with financial planning software
  • Competency with Microsoft Office products
Preferred Skills/Experience
  • 7-10 years' experience a plus
  • Experience with eMoney software a plus 
  • Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements.
Competencies
  • Excellent analytical and problem-solving skills
  • Excellent written and oral communications skills
  • Self-starter and ability to function with autonomy
  • Keen attention to detail
  • Ability to prioritize multiple concurrent tasks and adhere to established deadlines 
  • Adaptable and able to work collaboratively 
  • Client service orientation

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