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Financial Advisor Assistant Jobs in Utah (NOW HIRING)

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

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 ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Empower 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 ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Empower 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 ...

Farm Bureau Financial Services

Financial Advisor

Sandy, UT · On-site

$72K - $100K/yr

As a Financial Advisor with us, you'll have the opportunity to build meaningful relationships with clients, understand their unique aspirations, and craft personalized strategies to help them achieve ...

Northwestern Mutual

Financial Advisor

Farmington, 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

$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

$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

Logan, 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

$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 ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Utah

Financial Advisor Assistant information

See Utah salary details

$25.9K

$49.4K

$82.8K

How much do financial advisor assistant jobs pay per year?

As of Aug 1, 2026, the average yearly pay for financial advisor assistant in Utah is $49,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,400.00 per year, depending on experience, location, and employer.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

Is it hard to become a FA?

Becoming a financial advisor assistant typically requires strong communication skills, attention to detail, and some knowledge of financial products. Many positions prefer candidates with a bachelor's degree and relevant certifications or training, but the difficulty varies based on the employer and required experience. Gaining industry certifications like the Series 7 or Series 66 can improve job prospects and advancement opportunities.

How to become an assistant financial advisor?

To become an assistant financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships and obtaining certifications such as the Series 7 or Series 66 license can improve job prospects; strong communication and organizational skills are also important. Some firms may require ongoing training or licensing to assist with client management and financial planning tasks.

What are the key skills and qualifications needed to thrive as a Financial Advisor Assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA, along with a focus on high-value financial planning and investment management.

What are the primary responsibilities of a Financial Advisor Assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Utah? The most popular types of Financial Advisor jobs in Utah are:
What are popular job titles related to Financial Advisor Assistant jobs in Utah? For Financial Advisor Assistant jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Utah look for? The top searched job categories for Financial Advisor Assistant jobs in Utah are:
What cities in Utah are hiring for Financial Advisor Assistant jobs? Cities in Utah with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in UT? For Financial Advisor Assistant jobs in UT, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Utah as of July 2026, with employment types broken down into 95% Full Time, and 5% Temporary. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $49,383 per year, or $23.7 per hour.

Financial Advisor

First Command Financial Services, Inc.

Layton, UT • On-site

Full-time

Re-posted 4 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


Financial Advisor Jobs at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.
3 out of 4 of our Financial Advisors are veterans or military spouses.
Many of our 165+ offices nationwide are located near military installations.
If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a foundation for building a meaningful, long-term career.
What you'll do:
    • As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes:
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:
    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You'll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses-no prior licensing is required.
    • Role Progression: Upon completing licensing, you'll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:
    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:
    • Military experience or affiliation
    • Bachelor's degree
    • Proven leadership skills

Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers First Command.
©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.
First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.
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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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