Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Quick apply
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Provide individualized academic, financial, career, and personal advisement to multicultural ... Assist the Director in advancing departmental goals, strategic initiatives, and the mission of MSS ...
Provide individualized academic, financial, career, and personal advisement to multicultural ... Assist the Director in advancing departmental goals, strategic initiatives, and the mission of MSS ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Quick apply
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Quick apply
Financial Analyst
Lindon, UT · On-site
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
$80K/yr
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Financial Analyst
Lindon, UT · On-site
$80K/yr
What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...
Senior Financial Analyst - AI Trainer
Provo, UT · Remote
$50 - $100/hr
We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...
Quick apply
Senior Financial Analyst - AI Trainer
Provo, UT · Remote
$50 - $100/hr
We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...
... financial, career, and personal advisement to multicultural students using student development best practices. • Build strong relationships with students, helping them navigate university resources ...
... financial, career, and personal advisement to multicultural students using student development best practices. • Build strong relationships with students, helping them navigate university resources ...
Sales Consultant
Provo, UT · On-site
$10K - $20K/wk
... financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with ...
Sales Consultant
Provo, UT · On-site
$10K - $20K/wk
... financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with ...
FP&A Analyst
Draper, UT · On-site
Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...
FP&A Analyst
Draper, UT · On-site
Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...
Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts ... Prepare monthly variance analysis reports for key stakeholders * Assist in forecasting and ...
Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts ... Prepare monthly variance analysis reports for key stakeholders * Assist in forecasting and ...
Financial Analyst (GTM/Commercial)
Lehi, UT · On-site +1
Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts ... Prepare monthly variance analysis reports for key stakeholders * Assist in forecasting and ...
Financial Analyst (GTM/Commercial)
Lehi, UT · On-site +1
Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts ... Prepare monthly variance analysis reports for key stakeholders * Assist in forecasting and ...
Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts ... Prepare monthly variance analysis reports for key stakeholders * Assist in forecasting and ...
Quick apply
Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts ... Prepare monthly variance analysis reports for key stakeholders * Assist in forecasting and ...
Senior Finance Analyst
Lehi, UT · On-site
$75K - $125K/yr
Responsibilities * Assist with financial integration duties related to mergers and acquisitions. * Support the month-end and year-end close processes by ensuring timely and accurate completion of ...
Quick apply
Senior Finance Analyst
Lehi, UT · On-site
$75K - $125K/yr
Responsibilities * Assist with financial integration duties related to mergers and acquisitions. * Support the month-end and year-end close processes by ensuring timely and accurate completion of ...
FP&A Analyst
Draper, UT · On-site
Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...
FP&A Analyst
Draper, UT · On-site
Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...
Financial Advisor Assistant information
See Springville, UT salary details
$26.5K - $31.8K
9% of jobs
$31.8K - $37.1K
14% of jobs
$38.2K is the 25th percentile. Wages below this are outliers.
$37.1K - $42.4K
13% of jobs
The median wage is $47.6K / yr.
$42.4K - $47.6K
15% of jobs
$47.6K - $52.9K
14% of jobs
$57.2K is the 75th percentile. Wages above this are outliers.
$52.9K - $58.2K
14% of jobs
$58.2K - $63.5K
10% of jobs
$63.5K - $68.8K
6% of jobs
$68.8K - $74.1K
3% of jobs
$74.1K - $79.3K
2% of jobs
$79.3K - $84.6K
1% of jobs
$26.5K
$50.4K
$84.6K
How much do financial advisor assistant jobs pay per year?
As of Aug 10, 2026, the average yearly pay for financial advisor assistant in Springville, UT is $50,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $58,600.00 per year, depending on experience, location, and employer.
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.
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 does an assistant to a financial advisor do?
A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.
What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?
| Aspect | Financial Advisor Assistant | Financial Planner Assistant |
|---|---|---|
| Certifications | Typically requires FINRA Series 6 or 7, and possibly Series 65 or 66 | Similar certifications, often the same licensing requirements |
| Work Environment | Supports financial advisors in client meetings, administrative tasks, and research | Assists financial planners with planning, client communication, and documentation |
| Employer & Industry Usage | Used by financial advisory firms, banks, and wealth management companies | Commonly 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 Springville, UT? The most popular types of Financial Advisor jobs in Springville, UT are:
What job categories do people searching Financial Advisor Assistant jobs in Springville, UT look for? The top searched job categories for Financial Advisor Assistant jobs in Springville, UT are:
What cities near Springville, UT are hiring for Financial Advisor Assistant jobs? Cities near Springville, UT with the most Financial Advisor Assistant job openings:
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 15 days ago
Job description
Salary: $80,000
AboutUs
Our mission is simple: we want to set people free to do meaningful work. People love our software--and it turns out that people love working here too. We've been recognized as a "Best Company to Work For", and we're proud of our team for receiving awards for workplace effectiveness and flexibility.
What You'll Do
As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic business decisions through your reports.
Responsibilities:
- Provide forecasting, reporting, and budgeting support to senior management
- Produce monthly reports with key metrics and financial results
- Drive annual and quarterly budgeting and forecasting processes
- Develop financial models that help with strategic decision-making
- Thorough understanding of P&L statements and other financial documents
What You Need to Get the Job Done
- 3+ years experience working in finance
- Proficient at Excel
What You'll Love About Us
- Great Company Culture.Utah Business Best Companies to Work For (2020 & 2021) and the Sloan Award for Business Excellence in Workplace Effectiveness and Flexibility (2020 & 2021)
- Work that Stays at Work.Genuine work/life balance served here!
- Rest and Relaxation.3 weeks paid time off, 11 paid holidays, andwe pay you to go on vacation(ask us about this!)
- Health Benefits.Medical with HSA and FSA options, dental, and vision
- Prepare for the Future.401(k) with company match
- Financial Peace University.Take the class,get reimbursed, get a bonus
An Equal Opportunity Employer--M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.