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Entrylevel Financial Advisor Jobs in Draper, UT (NOW HIRING)

Raising Cane's

Cook - Mid shift

South Salt Lake, UT

$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

Raising Cane's

Cook - Part Time

Sandy, UT

$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

Raising Cane's

Cook - Part Time

South Jordan, UT · 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

Raising Cane's

Cook - Late Night Shift

Provo, UT

$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

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All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Draper, UT

Entrylevel Financial Advisor information

See Draper, UT salary details

$33.7K

$95.5K

$134.6K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 18, 2026, the average yearly pay for entrylevel financial advisor in Draper, UT is $95,480.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,100.00 and $122,500.00 per year, depending on experience, location, and employer.

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 popular job titles related to Entrylevel Financial Advisor jobs in Draper, UT? For Entrylevel Financial Advisor jobs in Draper, UT, the most frequently searched job titles are:
What cities near Draper, UT are hiring for Entrylevel Financial Advisor jobs? Cities near Draper, UT with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Entry-Level Financial Advisor

Cambridge Financial Network

South Jordan, UT • On-site

Full-time

Retirement

Re-posted 10 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.

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