ZipRecruiter

Log In

2

Entry Level Financial Planner Jobs in Utah (NOW HIRING)

CenCore LLC

Finance / FP&A Associate

Springville, UT · On-site

Description CenCore is seeking an entry-level Finance / FP&A Associate to support budgeting, forecasting, financial reporting, pricing analysis, and data validation activities. This full-time, in ...

InsuraTec

Sales Representative (Remote)

Highland, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Draper, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Midvale, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Cedar City, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Millcreek, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

next page

Showing results 1-20

All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Utah

Entry Level Financial Planner information

See Utah salary details

$46K

$88K

$127K

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

As of Sep 13, 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 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 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 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.

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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
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 September 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $88,016 per year, or $42.3 per hour.

Financial Planner (Woodland Hills / Los Angeles, CA)

Woodland Hills, UT • Hybrid

Mercer Advisors
Finance and Insurance • 201 - 500 employees
Learn more about Mercer Advisorsexternal

$69K - $92K/yr

Full-time

Retirement

Posted 9 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

Financial planning is the foundation of Mercer Advisors.  The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans.  The candidate will be responsible for document analysis, data management, and financial plan preparation.  This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning.  

You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning.  Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills.

Essential Job Functions for the Financial Planner will include:

  • Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
  • Work with the sales team and advisors to collect documents from clients to prepare the financial plan.
  • Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients.
  • Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.
  • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
  • Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
  • Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes.

Required Knowledge, Skills and Abilities:

  • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)
  • Has begun CFP coursework
  • At least 1 year of financial industry related experience preferred
  • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.
  • Excellent verbal, written, analytical and organizational skills
  • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Candidate must have customer service orientation, be coachable, and be eager to learn.
  • Must be highly flexible and confidential with all matters
  • Ability to travel up to 10%

Work Schedule:  This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.

What Mercer Advisors employees say

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply