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Entry Level Financial Advisor Jobs in Utah (NOW HIRING)

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Entry Level Financial Advisor information

See Utah salary details

$32.8K

$93K

$131.1K

How much do entry level financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for entry level financial advisor in Utah is $92,980.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $119,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

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

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

What are popular job titles related to Entry Level Financial Advisor jobs in Utah?

For Entry Level Financial Advisor jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Utah look for?

The top searched job categories for Entry Level Financial Advisor jobs in Utah are:

What cities in Utah are hiring for Entry Level Financial Advisor jobs?

Cities in Utah with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Utah as of August 2026, with employment types broken down into 77% Full Time, and 23% Contract. Highlights an 100% In-person job distribution, with an average salary of $92,980 per year, or $44.7 per hour.

Entry-Level Financial Advisor

Cambridge Financial Network

South Jordan, UT

$150K/yr

Full-time

Re-posted 15 days ago

Job description

Are you ready to launch a rewarding career as an Entry-Level Financial Advisor with Cambridge Financial Network? We're all about empowering you to grow your career while making a meaningful impact on families' financial futures. You'll thrive in our supportive environment, benefiting from comprehensive training programs and flexible work arrangements tailored to your needs. With a commission-driven structure that has no limits, you’ll have the autonomy to build your practice and maximize your financial goals.
Join a team that values professional growth and recognizes your dedication. Our collaborative culture encourages teamwork, lifelong learning, and professional development in a fun environment. You'll have access to the tools and resources you need to establish and grow client relationships, helping clients achieve their financial goals with confidence. If you're driven and passionate about making a difference, let's connect and explore how you can be part of a legacy of doing good for over 175 years.

Compensation:

$50,000 - $150,000 yearly


Responsibilities:
  • Guide clients in developing personalized financial plans that align with their goals and aspirations.
  • Educate clients on investment options, helping them make informed decisions to secure their financial future.
  • Build and nurture long-term relationships with clients, fostering trust and confidence in our services.
  • Stay updated on industry trends and regulations to provide clients with the most current and relevant advice.
  • Collaborate with team members to share insights and strategies, enhancing our collective expertise.
  • Utilize our cutting-edge tools and resources to analyze client portfolios and recommend adjustments.
  • Conduct regular reviews of client accounts to ensure alignment with their evolving financial objectives.

Qualifications:
  • Experience in financial planning or a related field is a plus, but not required.
  • Ability to communicate complex financial concepts in a clear, relatable manner.
  • Proven track record of building and maintaining strong client relationships.
  • Strong analytical skills to assess financial data and market trends.
  • Ability to work independently and collaboratively within a team environment.
  • Proficiency in using financial software and tools to create detailed reports.
  • Commitment to continuous learning and professional development in the finance sector.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.