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Entry Level Financial Advisor Jobs in Heber, UT (NOW HIRING)

Raising Cane's

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

Raising Cane's

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

Raising Cane's

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

Raising Cane's

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

Raising Cane's

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

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Heber, UT

Entry Level Financial Advisor information

See Heber, UT salary details

$36K

$102K

$143.9K

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

As of Aug 19, 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 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 job categories do people searching Entry Level Financial Advisor jobs in Heber, UT look for?

The top searched job categories for Entry Level Financial Advisor jobs in Heber, UT are:

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:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Heber, UT as of August 2026, with employment types broken down into 50% Contract, and 50% Nights. Highlights an 100% In-person job distribution, with an average salary of $102,044 per year, or $49.1 per hour.

Entry-Level Financial Advisor

Cambridge Financial Network

South Jordan, UT • On-site

Full-time

Retirement

Re-posted 12 days ago

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.

Apply