ZipRecruiter

Log In

1

Assistant Financial Planner Jobs in Utah (NOW HIRING)

Kids for the Future

Finance / FP&A Associate

Springville, UT · On-site

$55 - $75/hr

... / 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 ...

New

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 ...

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 ...

Kelso Industries

FP&A Analyst

Salt Lake City, 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 ...

Kelso Industries

FP&A Analyst

Salt Lake City, 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 ...

Nusano

Senior Manager, FP&A

West Valley City, UT · On-site

$120 - $180/hr

... * Assist with enterprise value creation initiatives by evaluating project economics, cash ... Drive continuous improvement of FP&A processes, reporting frameworks, and planning systems.

Nusano

Senior Manager, FP&A

West Valley City, UT · On-site

$104K - $142K/yr

... * Assist with enterprise value creation initiatives by evaluating project economics, cash ... Drive continuous improvement of FP&A processes, reporting frameworks, and planning systems.

previous pagenext page

Showing results 21-40

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.

Vice President - Corporate Accounting

Bridge Homes

Sandy, UT • On-site

$120 - $160/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

Vice President, Corporate Accounting

Make an Impact: Lead the Corporate Accounting team to deliver accurate and timely quarterly, annual, and monthly financial reporting to Apollo Global Management, Inc. Ensure compliance with U.S. GAAP and other applicable standards while driving continuous process improvement through technology.

Responsibilities
  • Oversee and mentor a team of accounting professionals.
  • Ensure accurate preparation of monthly, quarterly, and annual financial statements and related schedules.
  • Coordinate with fund accounting and property accounting teams on monthly reporting.
  • Review, approve, and provide work‑paper support for financial reports.
  • Approve payables for occurrence, completeness, accuracy, and classification.
  • Assist FP&A with cash flow forecasting and budgeting.
  • Evaluate personnel performance and recommend training and corrective actions.
  • Develop and implement technology solutions to improve reporting processes.
Qualifications
  • Experience in the real estate and/or alternative investment industry preferred.
  • 6+ years of financial reporting and auditing experience, including at least 3+ years of public accounting.
  • BA/BS in Accounting or Finance.
  • CPA required.
  • Strong drive to learn, excel individually and as a team.
  • Demonstrated leadership through team building, mentoring and motivating staff.
Benefits Overview
  • Health & Insurance Benefits – Comprehensive medical, dental, vision, and optional coverage for critical illness, accident, legal & identity theft, and pet insurance. Company‑paid life and long‑term disability insurance.
  • Retirement – 401(k) plan with dollar‑for‑dollar match up to 6% of pay; immediate vesting.
  • Paid Time Off – 11 paid holidays, PTO, and parental leave (4 weeks primary caregiver after 6 months, up to 12 weeks after 2 years).
  • Learning & Development – Tuition reimbursement up to $5,000 per year for pre‑approved education expenses.
  • Other Resources – Benefits concierge service, mental health and well‑being resources.
Equal Employment Opportunity

Bridge Investment Group acknowledges and values diversity. We consider all candidates based on merit without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other protected category. We are committed to creating an inclusive hiring process and providing reasonable accommodations to qualified individuals with disabilities.

Accommodations

If you need accommodations related to a disability or other protected status during the recruitment process, please email talentsupport@bridgeig.com.

#J-18808-Ljbffr

Apply