Professional designation (CFP) preferred. * Deep understanding of managed account industry and Fidelity's managed offerings. * Broad-based knowledge and understanding of general financial planning ...
Professional designation (CFP) preferred. * Deep understanding of managed account industry and Fidelity's managed offerings. * Broad-based knowledge and understanding of general financial planning ...
Professional designation (CFP) preferred. * Deep understanding of managed account industry and Fidelity's managed offerings. * Broad-based knowledge and understanding of general financial planning ...
Professional designation (CFP) preferred. * Deep understanding of managed account industry and Fidelity's managed offerings. * Broad-based knowledge and understanding of general financial planning ...
Senior Advisor of Plan Solutions
Sandy, UT · Hybrid
$129K - $130K/yr
Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC) * Strong leadership presence with the ability to inspire and develop talent. * High energy, proactive mindset, and results ...
Quick apply
Senior Advisor of Plan Solutions
Sandy, UT · Hybrid
$129K - $130K/yr
Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC) * Strong leadership presence with the ability to inspire and develop talent. * High energy, proactive mindset, and results ...
Cost Accountant
Salt Lake City, UT · On-site
$63K - $84K/yr
A professional certification is preferred - A Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), America Production Inventory Control Society ...
Cost Accountant
Salt Lake City, UT · On-site
$63K - $84K/yr
A professional certification is preferred - A Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), America Production Inventory Control Society ...
Cost Accountant
$63K - $84K/yr
A professional certification is preferred - A Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), America Production Inventory Control Society ...
Cost Accountant
$63K - $84K/yr
A professional certification is preferred - A Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), America Production Inventory Control Society ...
Practice Management Lead
Lehi, UT · On-site
Preferably has an advanced degree or relevant industry designation, such as CFP * Has a minimum of 5 years of experience in practice management, business consulting, management consulting, financial ...
Practice Management Lead
Lehi, UT · On-site
Preferably has an advanced degree or relevant industry designation, such as CFP * Has a minimum of 5 years of experience in practice management, business consulting, management consulting, financial ...
Regional Relationship Manager - HCM
Sandy, UT · On-site +1
Relevant industry certifications (APA, CPP, SHRM, HRCI, CEBS, AIF, CFP, or similar) are a plus. Why 401GO? At 401GO, we're not just changing retirement--we're reinventing it. As a fast-growing ...
New
Quick apply
Regional Relationship Manager - HCM
Sandy, UT · On-site +1
Relevant industry certifications (APA, CPP, SHRM, HRCI, CEBS, AIF, CFP, or similar) are a plus. Why 401GO? At 401GO, we're not just changing retirement--we're reinventing it. As a fast-growing ...
New
Practice Management Lead
Lehi, UT · On-site
Preferably has an advanced degree or relevant industry designation, such as CFP * Has a minimum of 5 years of experience in practice management, business consulting, management consulting, financial ...
Practice Management Lead
Lehi, UT · On-site
Preferably has an advanced degree or relevant industry designation, such as CFP * Has a minimum of 5 years of experience in practice management, business consulting, management consulting, financial ...
College Financial Representative, Internship Program - 2026-24633 - Farmington, Utah
Farmington, UT · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
College Financial Representative, Internship Program - 2026-24633 - Farmington, Utah
Farmington, UT · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
College Financial Representative, Internship Program - 2026-24321 - Salt Lake Cty, Utah
Salt Lake City, UT · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
College Financial Representative, Internship Program - 2026-24321 - Salt Lake Cty, Utah
Salt Lake City, UT · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
JD, CPA or CFA\CFP required PREFERRED QUALIFICATIONS * Experience as subject-matter-expert to in-house and industry groups * Demonstrated new business and/or client service accomplishments in ultra ...
JD, CPA or CFA\CFP required PREFERRED QUALIFICATIONS * Experience as subject-matter-expert to in-house and industry groups * Demonstrated new business and/or client service accomplishments in ultra ...
Certified Financial Planner (CFP) Preferred: * Advanced degree in Tax, Accounting, or Law, including Master of Science in Taxation (MST), Juris Doctor (JD), or Master of Laws (LLM) * Experience at a ...
Certified Financial Planner (CFP) Preferred: * Advanced degree in Tax, Accounting, or Law, including Master of Science in Taxation (MST), Juris Doctor (JD), or Master of Laws (LLM) * Experience at a ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
JD, CPA or CFA/CFP required PREFERRED QUALIFICATIONS * Experience as subject-matter-expert to in-house and industry groups * Demonstrated new business and/or client service accomplishments in ultra ...
JD, CPA or CFA/CFP required PREFERRED QUALIFICATIONS * Experience as subject-matter-expert to in-house and industry groups * Demonstrated new business and/or client service accomplishments in ultra ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Cfp information
See Utah salary details
$55.5K - $62.2K
4% of jobs
$62.2K - $68.8K
5% of jobs
$68.8K - $75.4K
11% of jobs
$78.9K is the 25th percentile. Wages below this are outliers.
$75.4K - $82K
9% of jobs
$82K - $88.6K
14% of jobs
The median wage is $91.7K / yr.
$88.6K - $95.3K
15% of jobs
$100.9K is the 75th percentile. Wages above this are outliers.
$95.3K - $101.9K
20% of jobs
$101.9K - $108.5K
12% of jobs
$108.5K - $115.1K
4% of jobs
$115.1K - $121.7K
2% of jobs
$121.7K - $128.4K
4% of jobs
$55.5K
$92.8K
$128.4K
How much do cfp jobs pay per year?
As of Aug 8, 2026, the average yearly pay for cfp in Utah is $92,803.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,200.00 and $104,200.00 per year, depending on experience, location, and employer.
What does a CFP do?
A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.
What jobs can I get with a certified financial planner certification?
A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. Strong communication skills and knowledge of financial tools are essential in these roles.
Is being a certified financial planner a good job?
A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.
How do CFPs build long-term client relationships and trust?
Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.
What is a CFP?
CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.
What jobs can I get with a certified financial planner (CFP) certification?
A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and typically requires strong communication skills and knowledge of financial tools and regulations.
What skills and qualifications are needed to be a CFP?
To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in Utah? The most popular types of Cfp jobs in Utah are:
What are popular job titles related to Cfp jobs in Utah? For Cfp jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Utah look for? The top searched job categories for Cfp jobs in Utah are:
What cities in Utah are hiring for Cfp jobs? Cities in Utah with the most Cfp job openings:
Investment Management Consultant II - Salt Lake City, UT
Salt Lake City, UT • On-site
Full-time
Re-posted 7 days ago
Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Investment Management Consultant II
Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client's Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services' voice to the customer.
The Expertise We're Looking For
- FINRA Series 7 & 66 licensed and hold appropriate state registrations
- Minimum of 4 years of previous financial services experience
- Bachelor's degree or equivalent experience; Professional designation (CFP) preferred.
- Deep understanding of managed account industry and Fidelity's managed offerings.
- Broad-based knowledge and understanding of general financial planning concepts, including managed solutions.
- Demonstrated customer service, relationship management, and sales skills.
The Skills You Bring
- Broad-based knowledge and understanding of financial planning, financial investments, global economics, and determinants of market movements.
- Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs.
- Shown strong needs based/consultative sales skills and client/book management skills.
- Excellent time management and organizational skills, effective phone communicator, and aptitude for decision-making and good judgment
- Strong verbal and written communication skills.
The Value You Deliver
- Sharing your expertise with clients on the managed money industry and Fidelity's product line including existing products and the launch of future products to meet client needs
- Managing a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team to deliver comprehensive advisory support.
- Builds strong, trust-based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
- Participating in joint phone calls with Financial Consultants and clients for Annual Plan Reviews, presenting recommendations, retention/at risk conversations and additional sales opportunities
- Conducting pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
- Demonstrating effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Personal and Workplace Advisors LLC| utilizing internal support resources
- Effective profiling, funding, investing procedures, risk mitigation and compliance oversight.
- Engaging with clients reactively and dedicatedly through effective practice management
Our Investment in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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