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Assistant Financial Planner Jobs in Utah (NOW HIRING)

Stbancorp

Financial Advisor

Bountiful, UT · On-site

$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 ...

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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 Sep 4, 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.

Senior Financial Planner

EP Wealth Advisors, LLC

Salt Lake City, UT • On-site

$85 - $120/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 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.

Summary

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings.

Duties and Responsibilities Client Relationship & Plan Development
  • Client Engagement: Work with advisors on clients with assets under management of $2 million or more.Consult with the Financial Planning Manager for clients with assets of $5 million and more complexfinancial plans.
  • Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning,retirement planning, estate planning, investment strategies, and more.
  • Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plansbased on financial recommendations. Help implement financial strategies and track progress.
Team Support & Process Improvement
  • Process Management: Manage and streamline the Financial Planning team's processes, including datacollection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure alldeliverables are accurate and timely.
  • Team Collaboration: Work with other team members and departments to improve systems, enhanceworkflows, and develop processes that help increase client satisfaction and drive service excellence.
  • Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial PlanningAssociates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
  • Document Organization: Organize and maintain client documents, ensuring that they are uploaded toappropriate systems and databases. Maintain and troubleshoot connections for client personal financialwebsites.
Strategic Involvement & Support
  • Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, AssociateDirector of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitionsefforts, including staff training and integration.
  • Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date.
Training & Professional Development
  • Ongoing Training: Participate in continuous professional development, including onboarding, bi-weeklydepartment training, monthly continuing education opportunities, and a dedicated professional developmenthour.
  • Certifications & Specializations: Interest in pursuing additional financial planning designations orcertifications that align with your career goals and the firm’s needs.
Additional Responsibilities
  • Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firmon potential impacts.
  • Software & Process Improvements: Evaluate and implement updates to the financial planning tools andsoftware used by the team, ensuring they remain efficient and effective.
  • Service Offering Development: Lead or actively participate in the development of new service offeringstailored to the regional client base, enhancing the firm’s capabilities in wealth management.
  • Client & Centers of Influence Engagement: Lead client seminars and local events in the region to buildrelationships and provide educational support. Actively support meetings to implement financial strategies for clients.
  • Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plansfor clients, ensuring smooth execution and strong client satisfaction.
Qualifications
  • Certification: Certified Financial Planner designation.
  • Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
  • Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams,Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator,Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.
  • Client Relationship Skills: Strong ability to build and maintain long-term client relationships and providetailored financial advice.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to presentcomplex financial strategies clearly.
  • Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration andrelationship-building skills.
  • Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimalsupervision.
  • Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes anddocuments.
  • Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction andsmooth workflow.
  • Education: Bachelor's degree.
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 + 2 floating holidays
  • 3 Weeks PTO
  • Paid Volunteer Time
  • Paid Parental Leave
  • 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 IncentivesEmployee 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.

$85,000 - $120,000 a year

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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