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Entry Level Financial Planner Jobs in Utah (NOW HIRING)

Clayton Homes

Office Clerk

Tooele, UT

$14.50 - $18.75/hr

... financing, and insuring homes. From entry-level to more experienced positions, we're actively ... Effective organization and time management skills, like prioritization, multitasking and planning

Clayton Homes

Office Clerk

Tooele, UT · On-site

$14.50 - $18.75/hr

... financing, and insuring homes. From entry-level to more experienced positions, we're actively ... Effective organization and time management skills, like prioritization, multitasking and planning

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Entry Level Financial Planner information

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

As of Jul 31, 2026, the average yearly pay for entry level financial planner in Utah is $88,016.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $92,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What Does an Entry-Level Financial Planner Do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

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

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.
More about Entry Level Financial Planner jobs
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 Entry Level Financial Planner jobs in Utah? For Entry Level Financial Planner jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Utah look for? The top searched job categories for Entry Level Financial Planner jobs in Utah are:
What cities in Utah are hiring for Entry Level Financial Planner jobs? Cities in Utah with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Utah as of July 2026, with employment types broken down into 89% Full Time, 8% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $88,016 per year, or $42.3 per hour.

Entry-Level Financial Representative

Cambridge Financial Network

South Jordan, UT

Full-time

Re-posted 3 days ago

Job description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.


What you will receive:

  • Full benefits package: health, dental, vision, 401(k), pension, life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.


We can only consider applicants authorized to work in the United States.


Responsibilities:
  • Attend virtual and in-person training to enhance financial expertise.
  • Utilize marketing tools and resources to grow your client base.
  • Work with clients to assess financial needs and develop personalized strategies.
  • Provide guidance on insurance, investments, and retirement planning.
  • Engage in structured coaching, mentorship, and training programs.

Qualifications:
  • Self-motivated, coachable, and driven to succeed.
  • Excellent communication and relationship-building abilities.
  • No prior financial experience is required, and comprehensive training is included.
  • Demonstrated leadership or a proven track record of success.
  • Must be authorized to work in the US.

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.