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Associate Financial Planner Jobs in Utah (NOW HIRING)

Financial Aid Counselor - RVU

Ivins, UT · On-site +1

$35K - $47K/yr

... planning. The Counselor plays a pivotal role in debt management, credit counseling, and private ... This position reports to the Associate Director, Financial Aid. About Rocky Vista University Rocky ...

Tax Senior - Private Wealth

Salt Lake City, UT · On-site

$78K - $97K/yr

Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, JD, or LLM * Prior Big 4 experience * Strong verbal and written communication skills; strong listening, interpersonal, and ...

Production Associate

Salt Lake City, UT · On-site

$17.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Production Associate will be responsible for assembling and packaging finished flooring. They ... Financial wellness planning (Employer paid!) Sport Court is a world leading flooring manufacturer ...

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Experience with financial planning or portfolio management platforms (e.g., Salesforce, Redtail ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...

Private Equity Associate, Joint Ventures

Lehi, UT · On-site

$120 - $140/hr

  • Medical

  • Retirement

  • PTO

Private Equity Associate, Joint Ventures Company: Reef Capital Salary: $120,000-140,000 + Bonus ... Update monthly portfolio review decks * Assist with corporate development (M&A, FP&A) and ...

Showing results 41-60

Associate Financial Planner information

See Utah salary details

$41.4K

$76.4K

$102.4K

How much do associate financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial planner in Utah is $76,385.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $91,000.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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 are popular job titles related to Associate Financial Planner jobs in Utah?

For Associate Financial Planner jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Utah look for?

The top searched job categories for Associate Financial Planner jobs in Utah are:

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

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

Infographic showing various Associate Financial Planner job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $76,385 per year, or $36.7 per hour.

Financial Aid Counselor - RVU

St. George's University

Ivins, UT • On-site, Remote

$35K - $47K/yr

Full-time

Re-posted 8 days ago


Job description

Financial Aid Counselor - RVU
Position Summary
This position is employed by Medforth Global Education (MGE), the unified shared-services organization that supports the academic missions of Rocky Vista University (RVU) and St. George's University (SGU). MGE provides administrative and operational expertise that enables our universities to remain focused on delivering exceptional educational experiences and advancing student success.
While employed through MGE, this role is dedicated primarily to supporting Rocky Vista University's Financial Aid Department and serves as an integral member of the higher education community at RVU. The position partners closely with students, faculty, staff, and university leadership to ensure the effective administration of financial aid services that support student access, persistence, and success. The successful candidate will demonstrate a commitment to service excellence, regulatory compliance, operational effectiveness, and the student-centered values that define both RVU and MGE.
The Financial Aid Counselor provides direct financial aid counseling and support to students enrolled at Rocky Vista University. This role is responsible for guiding students through the entire financial aid lifecycle-from initial application and loan packaging to enrollment adjustments, ongoing financial literacy, and repayment preparation-ensuring compliance with federal and private loan regulations. As part of the student journey, the Counselor acts as a trusted advisor to students and families, helping them understand eligibility requirements, borrowing responsibilities, creditworthiness, and long-term financial planning. The Counselor plays a pivotal role in debt management, credit counseling, and private loan counseling, equipping students with the tools to make informed borrowing decisions, budget effectively, and prepare for successful repayment after graduation.
This position reports to the Associate Director, Financial Aid.
About Rocky Vista UniversityRocky Vista University is a health sciences university dedicated to providing quality healthcare education while inspiring students to serve with compassion, integrity, and excellence. Through its programs in medicine and health sciences, RVU advances healthcare education and prepares future healthcare professionals to make a meaningful impact in their communities.
Essential Functions
Student Counseling & Advisement
  • Counsel prospective, current, and graduating students on all aspects of federal and private loan programs, including eligibility, application processes, disbursements, and renewal requirements.
  • Provide individualized credit counseling to help students understand credit scores, creditworthiness, and their impact on loan approval and repayment.
  • Deliver private loan counseling, ensuring students fully understand loan terms, lender requirements, and repayment responsibilities.
  • Provide debt management counseling, helping students and graduates understand responsible borrowing, repayment options, and long-term financial impact.
  • Guide students through entrance and exit loan counseling, ensuring compliance with federal requirements.
  • Counsel students on budgeting, credit management, and meeting financial obligations to the University and their lenders.
  • Act as a primary point of contact for assigned caseload of active and prospective students, providing proactive outreach and timely responses.
  • Respond to all student inquiries within 24-48 hours, escalating complex cases to leadership or appropriate departments as needed.

Application Processing & Aid Packaging
  • Review and evaluate financial aid applications, including ISIRs, to determine eligibility and resolve conflicting information.
  • Package federal and private loans in accordance with DOE regulations and lender requirements.
  • Process budget adjustments, cost of attendance recalculations, and aid revisions for students with curriculum or enrollment changes.
  • Certify private loan eligibility and ensure compliance with lender and federal requirements.

Financial Literacy & Student Journey Integration
  • Develop and deliver financial literacy education for students through one-on-one sessions, group workshops, and presentations.
  • Present at orientations, webinars, and class meetings to support student awareness of financial aid processes and responsibilities.
  • Provide ongoing outreach throughout the student journey, ensuring students understand financial aid at pre-matriculation, enrollment, mid-program, and graduation milestones.
  • Monitor and track loan counseling completion, ensuring timely compliance with federal and lender requirements.

Collaboration & Compliance
  • Partner with Admissions, Registrar, Bursar, and Student Affairs to ensure seamless integration of aid with enrollment, billing, and student services.
  • Maintain strict compliance with federal regulations, FERPA, Title IV, and lender policies.
  • Evaluate unusual or extenuating circumstances submitted by students for professional judgment consideration and prepare recommendations for leadership.
  • Attend training seminars and stay up to date on changes in financial aid regulations, loan servicing, and best practices.

Operational Support & Reporting
  • Monitor daily, weekly, and monthly financial aid reports to ensure accuracy of disbursements, enrollment status, and loan eligibility.
  • Assist in audit preparation by ensuring files and student communications are accurate, documented, and accessible.
  • Provide administrative support for office-wide initiatives, including communication campaigns and compliance reporting.
  • Serve as a liaison to loan servicers and lenders to support students' aid and repayment experience.
  • Perform other duties and special projects as assigned by the Associate Director of Financial Aid

Other Duties
  • Provide coverage for core functions as needed to ensure uninterrupted service to students.
  • Perform other duties and special projects assigned by leadership.

This description is not intended to be all-inclusive.This position may perform other related duties as required to meet the ongoingneeds of the department/institution.
Qualifications
Education
  • Bachelor's degree required; Master's degree preferred.
  • Equivalent combination of education and related work experience may be considered.

Experience
  • Two (2) or more years of experience in financial aid, higher education, banking, or loan counseling required.
  • Experience with federal and private loan processing, packaging, and regulatory compliance preferred.
  • Familiarity with financial aid systems such as PowerFAIDS, Jenzabar, Banner, or similar platforms preferred.

Knowledge, Skills, and Abilities
  • Thorough knowledge of federal and private financial aid regulations, programs, and processes.
  • Ability to explain complex financial aid information clearly and effectively to diverse audiences.
  • Strong organizational, analytical, and problem-solving skills.
  • Demonstrated ability to work both independently and collaboratively in a team environment.
  • Excellent oral and written communication skills; ability to present to groups of students and faculty.
  • High attention to detail and accuracy in data management.
  • Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Commitment to diversity, equity, inclusion, and supporting students from all backgrounds.
  • Demonstrated ability to maintain confidentiality and exercise sound judgment.

Physical Demands and Working Conditions
  • Work is primarily performed in an office environment with standard office equipment.
  • Must be able to sit or stand for extended periods, occasionally lift up to 20 pounds, and perform repetitive motions.
  • Occasional travel between campuses may be required.
The anticipated salary range for the Financial Aid Counselor is $50,000 to $60,000 per year. The final salary offered may vary and will be determined based on factors such as job-related knowledge, skills, experience, location, and education of the successful candidate. This information is provided per NYS local law.
We Are
Student Centric: We approach every task with a focus on supporting our students to achieve their lifelong learning goals in a safe, vibrant and welcoming environment.
A Global Community: We are one team with an international outlook welcoming the strength in our diversity and the value each of us brings to what we do.
Accountable: We take responsibility for our actions by being responsive, resourceful and respectful in delivering on our commitments with integrity and the highest ethical standards.
Collaborative: We support and empower one another through open communications, cooperation, sharing knowledge and taking time to always listen and show we care.
Committed to Excellence: We take pride in our ongoing pursuit for continuous improvement through creativity, rigor and best practices to produce meaningful outcomes.
About University Support Services, LLC
University Support Services LLC (USS) is an affiliate of St. George's University (SGU), a leading provider of international medical education. SGU students and faculty come from 151 countries to the island of Grenada, located in the West Indies. Our purpose is to support SGU to deliver best in class education for all SGU students. We put a special focus on the growing global need for diverse high-quality medical and healthcare professionals. USS is pivotal in positioning SGU as a premiere medical degree institute through its student-facing as well as functional support teams.
USS is an equal opportunity employer. As such, it is company policy to fill positions with qualified candidates regardless of race, color, sex (including sexual orientation and gender presentation), age, religion, ancestry, national origin, citizenship status, pregnancy, marital status, medical condition, genetic information, disability, status in the Uniformed Services of the United States (including veteran status) or status as a victim of domestic violence, except where there is a bona fide occupational qualification. This policy protects applicants and employees from discrimination in the hiring process.