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Finance Advisor Jobs in Sandy, UT (NOW HIRING)

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology. THE POSITION We are seeking an experienced financial advisor who will ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Dentist Advisors Relocation not required OUR PURPOSE Connect. Educate. Empower Dentist Advisors has ... CFP designation * Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Dentist Advisors Relocation not required OUR PURPOSE Connect. Educate. Empower Dentist Advisors has ... Bachelor's degree in finance, accounting, or business * CFP ® designation * Masters in Finance ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinance Advisor JobsFinance Advisor Jobs in Sandy, UT

Finance Advisor information

See Sandy, UT salary details

$34.2K

$97.1K

$136.8K

How much do finance advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for finance advisor in Sandy, UT is $97,054.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,500.00 per year, depending on experience, location, and employer.

What is a finance advisor?

As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

What are the key skills and qualifications needed to thrive as a finance advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do finance advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

What qualifications do I need to be a finance advisor?

To become a finance advisor, you typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with strong analytical skills and knowledge of financial planning tools. Licensing may also be necessary depending on the services offered and the region.
More about Finance Advisor jobs

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What job categories do people searching Finance Advisor jobs in Sandy, UT look for?

The top searched job categories for Finance Advisor jobs in Sandy, UT are:

What cities near Sandy, UT are hiring for Finance Advisor jobs?

Cities near Sandy, UT with the most Finance Advisor job openings:

Finance Advisor jobs near you
Infographic showing various Finance Advisor job openings in Sandy, UT as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 80% Physical, 7% Hybrid, and 13% Remote job distribution, with an average salary of $97,054 per year, or $46.7 per hour.

Financial Advisor

Dentist Advisors

Salt Lake City, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Financial Advisor
Dentist Advisors
Location: South Jordan, UT
Salary: Open
Type: Full Time - Experienced
Category: Wealth Advisor
OUR VISION
"A world where people embrace the habits of holistic financial health and live their present lives to the fullest."
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Our corporate mission is to design and uphold the universal standard of holistic financial health (for as many people as possible, as long as we can maintain quality). The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.
Our Elements® App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology.
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.
JOBS TO BE DONE
  • Conduct initial consultations with prospective clients
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing performance summaries
  • Provide ongoing, proactive financial guidance for clients
  • Mentor our associate advisors
  • Use Salesforce CRM to manage daily tasks and monitor client activity

REQUIRED SKILLS AND EXPERIENCE
  • Bachelor's degree
  • 3+ years of client-facing financial advisor experience
  • Financial securities license
  • Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management.
  • Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.

PREFERRED EDUCATION, SKILLS AND EXPERIENCE
  • Bachelor's degree in finance, accounting, or business
  • CFP® or CFA® designation
  • Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
  • Experience working with dentists, medical professionals, or other high net worth clients
  • Familiarity with Salesforce CRM and eMoney software

WHO YOU ARE
  • Strong interpersonal skills, with the ability to gain the trust of successful professionals
  • Excellent written and verbal communicator
  • Prioritize getting it right over being right
  • Comfortable in a start-up environment
  • Collaborative
  • Willing to challenge clients, employees, and management directly
  • Able to receive direct feedback constructively
  • Organized
  • Attentive to details
  • Self-starter and learner
  • Willing to adapt to rapid change
  • Reliable

WHAT'S IN IT FOR YOU?
As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.
While some firms allow their culture to "happen" we consider it the most important part of our business strategy.
We strive for a work environment where each employee:
  • Feels safe and accepted
  • Finds purpose
  • Makes continual progress
  • Maintains work/life balance
  • Has fun

This position's compensation package includes:
  • Opportunity to start at the ground floor of a rapidly growing, funded start-up
  • Group health insurance
  • 401(k) retirement plan (up to 6% company match)
  • Company-paid life and disability insurance
  • Generous paid time off schedule
  • Paid parental leave
  • Gym membership
  • Continuing education reimbursement
  • Complimentary investment management service
  • Quarterly offsite team building events
  • Weekly office lunch / stocked onsite snack cupboard

Apply