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Entrylevel Financial Advisor Jobs in Utah (NOW HIRING)

Cook - Part Time

Sandy, UT ยท On-site

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cook - Part Time

Sandy, UT ยท On-site

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entrylevel Financial Advisor information

What are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as an Entry-level Financial Advisor, and why are they important?

To thrive as an Entry-level Financial Advisor, you need a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are the most commonly searched types of Entrylevel Financial Advisor jobs in Utah? The most popular types of Entrylevel Financial Advisor jobs in Utah are:
What job categories do people searching Entrylevel Financial Advisor jobs in Utah look for? The top searched job categories for Entrylevel Financial Advisor jobs in Utah are:
What cities in Utah are hiring for Entrylevel Financial Advisor jobs? Cities in Utah with the most Entrylevel Financial Advisor job openings:

B2B Insurance Sales Representative

Canyon Creek Financial LLC.

Salt Lake City, UT โ€ข On-site

$65K - $85K/yr

Contractor

Re-posted 24 days ago


Job description

B2B Insurance Sales RepresentativeCompany:Canyon Creek Financial
Secure a Purpose-Driven Career with Long-Term Support At Canyon Creek Financial

If you value meaningful work and the chance to grow with a company you can trust, you'll feel right at home here. At Canyon Creek Financial, we don't just build strong client relationshipswe build strong teams rooted in integrity, preparation, and mutual respect.

This entry-level B2B Insurance Sales Representative role is designed for someone who wants to make a real difference, with the training, systems, and mentorship needed to succeed confidently. You'll help business owners and their employees access important financial protectionwhile building a career with structure, long-term potential, and purpose.


Why This Role
  • Structured Start, Strong Support Begin with a base draw and licensing support to set you up for successwith continued training and mentorship provided to attain your goals.

  • Build Trust-Based Relationships Focus on long-term client connections by being a reliable, informed advisor.

  • Backed by a Proven System Clear guidance, reliable processes, and expert-led training to help you grow with consistency.

  • Work With a Team That Has Your Back Join a culture that values loyalty, preparation, and mutual support.


Your Role at a Glance
  • Connect with local business owners (in-person, direct sales) as an independent contractor, to introduce supplemental insurance solutions that protect their employees and families

  • Educate clients through structured consultations to help them choose coverage with clarity and confidence

  • Provide ongoing follow-up and long-term service as a dependable advisor

  • Grow your business through community outreach, networking, and team collaboration


This Role Is Ideal for Someone Who Is
  • Steady & Attentive Values structure and detail, thrives on being dependable

  • Trustworthy & Grounded Committed to honesty, reliability, and integrity

  • Prepared & Purposeful Confident when well-prepared and deliberate in decision-making

  • Mentorship-Minded Appreciates learning from leaders and guiding others in time

  • Growth-Oriented but Security-Driven Seeks advancement, but on a strong, stable foundation


Compensation & Benefits
  • Earnings: $65,000 $85,000+ in your first year (Starting base draw, uncapped commission, bonuses)
    Pay Structure: Weekly base draw during ramp-up, then ongoing commissions and incentives

  • Support Provided:

    • State licensing support & reimbursement

    • CRM access, marketing tools, and structured training

    • Quarterly & annual incentives (cash bonuses, trips, recognition)


Schedule & Work Environment
  • Schedule: Monday to Friday (occasional weekend flexibility)

  • Work Environment: In-person, business-to-business (B2B) sales within your local area

  • Products: Supplemental insurance solutions tailored to protect businesses and their employees


Why Canyon Creek Financial:

We believe in earning trustboth with our clients and with our team. That's why we provide every representative with the support, structure, and resources needed to build a stable, meaningful, and lasting career.

Here, loyalty is rewarded with opportunity, careful approaches are respected, and growth is supported every step of the way.

Apply today and take the first step toward a career with real security, support, and purpose.
Learn more at: www.canyoncreekfinancial.com