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Entry Level Financial Planning 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)

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)

Syracuse, 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)

Magna, 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)

Payson, 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)

Bluffdale, 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 ...

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

Entry Level Financial Planning information

See Utah salary details

$32.3K

$55.2K

$95.1K

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

As of Sep 6, 2026, the average yearly pay for entry level financial planning in Utah is $55,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $62,400.00 per year, depending on experience, location, and employer.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What are the key skills and qualifications needed to thrive as an entry level financial planner?

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

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

To secure an entry-level financial planning position, candidates should obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop skills in financial analysis and client communication. Gaining internships or certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and applying through company websites or job boards is common for entry-level roles.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

What is the best entry-level financial planning job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These roles provide foundational experience for a career in financial planning.

What are the most commonly searched types of Financial Planning jobs in Utah?

The most popular types of Financial Planning jobs in Utah are:

What are popular job titles related to Entry Level Financial Planning jobs in Utah?

For Entry Level Financial Planning jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planning jobs in Utah look for?

The top searched job categories for Entry Level Financial Planning jobs in Utah are:

What cities in Utah are hiring for Entry Level Financial Planning jobs?

Cities in Utah with the most Entry Level Financial Planning job openings:

Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Utah as of August 2026, with employment types broken down into 80% Full Time, 16% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $55,184 per year, or $26.5 per hour.

Entry-Level Financial Advisor

Cambridge Financial Network

South Jordan, UT • On-site

Full-time

Re-posted 18 hours ago

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.

Apply