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. • ...
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. • ...
Provide guidance on insurance, investments, and retirement planning. * Engage in structured ... No prior financial experience is required, and comprehensive training is included. * Demonstrated ...
Quick apply
Provide guidance on insurance, investments, and retirement planning. * Engage in structured ... No prior financial experience is required, and comprehensive training is included. * Demonstrated ...
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 ...
Quick apply
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 ...
Financial Reporting Analysts
Salt Lake City, UT · On-site
$32K - $63K/yr
... P1 - Entry Level Pro FLSA Code Administrative Patient Sensitive Job Code? No Standard Hours per ... Preferences Strong proficiency in Excel, ERP systems (e.g., PeopleSoft, SAP, Oracle), and financial ...
Financial Reporting Analysts
Salt Lake City, UT · On-site
$32K - $63K/yr
... P1 - Entry Level Pro FLSA Code Administrative Patient Sensitive Job Code? No Standard Hours per ... Preferences Strong proficiency in Excel, ERP systems (e.g., PeopleSoft, SAP, Oracle), and financial ...
Financial Reporting Analysts
Salt Lake City, UT · Hybrid
$32K - $63K/yr
... P1 - Entry Level Pro FLSA Code Administrative Patient Sensitive Job Code? No Standard Hours per ... Preferences Strong proficiency in Excel, ERP systems (e.g., PeopleSoft, SAP, Oracle), and financial ...
Financial Reporting Analysts
Salt Lake City, UT · Hybrid
$32K - $63K/yr
... P1 - Entry Level Pro FLSA Code Administrative Patient Sensitive Job Code? No Standard Hours per ... Preferences Strong proficiency in Excel, ERP systems (e.g., PeopleSoft, SAP, Oracle), and financial ...
Entry Level Sales Representative - Fast Track Program - Uncapped Commission (Relocation Provided)
Orem, UT · On-site
$55K/yr
... entry-level path. You'll build a career with an industry leader that offers an award-winning ... Perks including tuition reimbursement, financial wellness planning, employee discounts on gym ...
Entry Level Sales Representative - Fast Track Program - Uncapped Commission (Relocation Provided)
Orem, UT · On-site
$55K/yr
... entry-level path. You'll build a career with an industry leader that offers an award-winning ... Perks including tuition reimbursement, financial wellness planning, employee discounts on gym ...
Entry Level Sales Representative - Fast Track Program - Uncapped Commission (Relocation Provided)
$55K/yr
Perks including tuition reimbursement, financial wellness planning, employee discounts on gym ... Reach key milestones faster than a typical entry-level career* Additional coaching: More training ...
Entry Level Sales Representative - Fast Track Program - Uncapped Commission (Relocation Provided)
$55K/yr
Perks including tuition reimbursement, financial wellness planning, employee discounts on gym ... Reach key milestones faster than a typical entry-level career* Additional coaching: More training ...
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 ...
Entry Level Financial Planner information
See Draper, UT salary details
$47.2K - $54.8K
2% of jobs
$54.8K - $62.3K
6% of jobs
$62.3K - $69.9K
13% of jobs
$71.5K is the 25th percentile. Wages below this are outliers.
$69.9K - $77.5K
18% of jobs
The median wage is $83.3K / yr.
$77.5K - $85K
14% of jobs
$85K - $92.6K
15% of jobs
$96.1K is the 75th percentile. Wages above this are outliers.
$92.6K - $100.2K
15% of jobs
$100.2K - $107.7K
4% of jobs
$107.7K - $115.3K
5% of jobs
$115.3K - $122.8K
4% of jobs
$122.8K - $130.4K
3% of jobs
$47.2K
$90.4K
$130.4K
How much do entry level financial planner jobs pay per year?
As of Jul 26, 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 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?
| Aspect | Entry Level Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | Typically requires CFP or similar | Often holds CFP, CFA, or other certifications |
| Work Environment | Entry-level roles in financial firms, banks, or planning firms | Varies from independent to corporate firms, client-facing |
| Job Responsibilities | Assisting with financial plans, research, client support | Providing 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 popular job titles related to Entry Level Financial Planner jobs in Draper, UT? For Entry Level Financial Planner jobs in Draper, UT, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Draper, UT look for? The top searched job categories for Entry Level Financial Planner jobs in Draper, UT are:
What cities near Draper, UT are hiring for Entry Level Financial Planner jobs? Cities near Draper, UT with the most Entry Level Financial Planner job openings:
Full-time
Retirement
Posted 18 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.
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.