Qualifications Nice-to-Haves: • Series 7, Series 66, and SIE registrations. • Life and Health Insurance License. • Experience as a financial advisor or wealth management professional. • ...
Qualifications Nice-to-Haves: • Series 7, Series 66, and SIE registrations. • Life and Health Insurance License. • Experience as a financial advisor or wealth management professional. • ...
Experience as a financial advisor or wealth management professional. * Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.
Quick apply
Experience as a financial advisor or wealth management professional. * Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.
Entry Level Sales Representative
Pleasant Grove, UT · On-site
$64K - $84K/yr
Company Overview: At Executive Financial Partners, we're driven by excellence and grounded in ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
Quick apply
Entry Level Sales Representative
Pleasant Grove, UT · On-site
$64K - $84K/yr
Company Overview: At Executive Financial Partners, we're driven by excellence and grounded in ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
Sales Representative Entry Level
Provo, UT · On-site
$68K - $88K/yr
At Executive Financial Partners, we specialize in providing supplemental health insurance solutions ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
Quick apply
Sales Representative Entry Level
Provo, UT · On-site
$68K - $88K/yr
At Executive Financial Partners, we specialize in providing supplemental health insurance solutions ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
Entry Level Outside Sales Consultant
Midvale, UT · On-site
$66K - $86K/yr
Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
Quick apply
Entry Level Outside Sales Consultant
Midvale, UT · On-site
$66K - $86K/yr
Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
Entry Level Outside Sales Consultant
Orem, UT · On-site
$66K - $86K/yr
Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
Quick apply
Entry Level Outside Sales Consultant
Orem, UT · On-site
$66K - $86K/yr
Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...
B2B Insurance Sales Representative
Sandy, UT · On-site
$65K - $85K/yr
Canyon Creek Financial Secure a Purpose-Driven Career with Long-Term Support At Canyon Creek ... This entry-level B2B Insurance Sales Representative role is designed for someone who wants to make ...
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B2B Insurance Sales Representative
Sandy, UT · On-site
$65K - $85K/yr
Canyon Creek Financial Secure a Purpose-Driven Career with Long-Term Support At Canyon Creek ... This entry-level B2B Insurance Sales Representative role is designed for someone who wants to make ...
Cook - Part Time
South Jordan, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Part Time
South Jordan, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Part Time
South Jordan, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Part Time
South Jordan, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Lunch/Afternoon Shift
Sandy, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Lunch/Afternoon Shift
Sandy, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Mid shift
Saratoga Springs, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Mid shift
Saratoga Springs, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Late Night Shift
Provo, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Late Night Shift
Provo, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook- Mid shift
Saratoga Springs, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook- Mid shift
Saratoga Springs, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Mid shift
Saratoga Springs, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Mid shift
Saratoga Springs, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Late Night Shift
Provo, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Late Night Shift
Provo, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Part Time
South Jordan, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Part Time
South Jordan, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Lunch/Afternoon Shift
Sandy, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Lunch/Afternoon Shift
Sandy, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Late Night Shift
Provo, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Late Night Shift
Provo, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Lunch/Afternoon Shift
Sandy, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cook - Lunch/Afternoon Shift
Sandy, UT · On-site
$14/hr
We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cashier - Late Night Shift
Provo, UT · On-site
$14/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Cashier - Late Night Shift
Provo, UT · On-site
$14/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Entry Level Financial Advisor information
See Heber, UT salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.4K
10% of jobs
$65.4K - $75.2K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.2K - $85K
11% of jobs
$85K - $94.8K
8% of jobs
The median wage is $101.2K / yr.
$94.8K - $104.6K
11% of jobs
$104.6K - $114.4K
10% of jobs
$114.4K - $124.3K
10% of jobs
$126.7K is the 75th percentile. Wages above this are outliers.
$124.3K - $134.1K
8% of jobs
$134.1K - $143.9K
19% of jobs
$36K
$102K
$143.9K
How much do entry level financial advisor jobs pay per year?
As of Aug 7, 2026, the average yearly pay for entry level financial advisor in Heber, UT is $102,044.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,900.00 and $130,900.00 per year, depending on experience, location, and employer.
What does a first year entry level financial advisor make?
A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.
How to become an entry-level financial advisor?
To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.
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?
| Aspect | Entry Level Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Typically requires Series 7, Series 66, or 63; CFP certification may be preferred | Often holds CFP, CFA, or ChFC certifications |
| Work Environment | Financial firms, banks, or advisory firms; client-facing roles | Independent or firm-based; comprehensive financial planning |
| Job Focus | Assisting clients with investments, basic financial advice | Holistic 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.
What cities near Heber, UT are hiring for Entry Level Financial Advisor jobs? Cities near Heber, UT with the most Entry Level Financial Advisor job openings:
Full-time
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Job description
Description
Are you ready to embark on a fulfilling career in financial services where your growth and dedication are genuinely recognized? At Cambridge Financial Network, we cultivate an atmosphere that nurtures professional advancement and celebrates achievements. Whether you're seasoned in the finance world or just starting, we invite individuals who are eager to help clients, passionate about developing their skills, and committed to delivering unparalleled service. With us, you'll benefit from flexible work arrangements, comprehensive training programs, and competitive compensation that reflects your dedication and success.
Why choose Cambridge Financial? Here, you'll find great earning potential with a commission-driven structure that has no limits, empowering you to maximize your financial goals. You'll own your book and practice, gaining the autonomy to build client relationships with the support of our extensive resources. Our culture thrives on teamwork, lifelong learning, and professional development in a fun, collaborative environment. We offer flexibility and a robust support system to help you balance professional aspirations with personal priorities. Join us and be part of a dynamic team that is committed to doing good in our communities and supporting families for over 175 years.
Responsibilities
• Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
• Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives.
• Portfolio Management: Monitor and adjust clients' investment portfolios to align with market trends and financial goals.
• Retirement Planning: Help clients prepare for retirement by analyzing savings plans and creating strategies to maximize benefits.
• Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
• Insurance Planning: Recommend appropriate insurance policies to protect clients' assets and manage risks.
• Relationship Management: Build and maintain strong client relationships through regular communication and updates.
Qualifications
Nice-to-Haves:
• Series 7, Series 66, and SIE registrations.
• Life and Health Insurance License.
• Experience as a financial advisor or wealth management professional.
• Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.
Are you ready to embark on a fulfilling career in financial services where your growth and dedication are genuinely recognized? At Cambridge Financial Network, we cultivate an atmosphere that nurtures professional advancement and celebrates achievements. Whether you're seasoned in the finance world or just starting, we invite individuals who are eager to help clients, passionate about developing their skills, and committed to delivering unparalleled service. With us, you'll benefit from flexible work arrangements, comprehensive training programs, and competitive compensation that reflects your dedication and success.
Why choose Cambridge Financial? Here, you'll find great earning potential with a commission-driven structure that has no limits, empowering you to maximize your financial goals. You'll own your book and practice, gaining the autonomy to build client relationships with the support of our extensive resources. Our culture thrives on teamwork, lifelong learning, and professional development in a fun, collaborative environment. We offer flexibility and a robust support system to help you balance professional aspirations with personal priorities. Join us and be part of a dynamic team that is committed to doing good in our communities and supporting families for over 175 years.
Responsibilities
• Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
• Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives.
• Portfolio Management: Monitor and adjust clients' investment portfolios to align with market trends and financial goals.
• Retirement Planning: Help clients prepare for retirement by analyzing savings plans and creating strategies to maximize benefits.
• Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
• Insurance Planning: Recommend appropriate insurance policies to protect clients' assets and manage risks.
• Relationship Management: Build and maintain strong client relationships through regular communication and updates.
Qualifications
Nice-to-Haves:
• Series 7, Series 66, and SIE registrations.
• Life and Health Insurance License.
• Experience as a financial advisor or wealth management professional.
• Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.