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Entry Level Financial Planner Jobs in Draper, UT

InsuraTec

Sales Representative (Remote)

West Jordan, 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)

Lehi, 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)

Lindon, 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)

Herriman, 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)

Vineyard, 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)

Tooele, 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)

Provo, 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 ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Draper, UT

Entry Level Financial Planner information

See Draper, UT salary details

$47.2K

$90.4K

$130.4K

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

As of Sep 7, 2026, the average yearly pay for entry level financial planner in Draper, UT is $90,382.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $95,400.00 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.
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The top searched job categories for Entry Level Financial Planner jobs in Draper, UT are:

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Cities near Draper, UT 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 Draper, UT as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $90,382 per year, or $43.5 per hour.

Entry-Level Financial Advisor

Cambridge Financial Network

South Jordan, UT • On-site

Full-time

Re-posted yesterday

Job description

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.
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.

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