ZipRecruiter

Log In

1

Financial Advisor Business Development Jobs in Utah

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Lead business development initiatives and collaborate with the marketing team for lead generation ... Bachelor's degree * 3+ years of financial advisor experience * Financial securities license

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Lead business development initiatives and collaborate with the marketing team for lead generation ... Bachelor's degree * 3+ years of financial advisor experience * Financial securities license

Northwestern Mutual

Financial Advisor

Logan, UT

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Logan, UT · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Farmington, UT · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

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 ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Provo, UT

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Logan, UT · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

next page

Showing results 1-20

All JobsFinancial Advisor Business Development JobsFinancial Advisor Business Development Jobs in Utah

Financial Advisor Business Development information

See Utah salary details

$32.8K

$93K

$131.1K

How much do financial advisor business development jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial advisor business development in Utah is $92,980.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $119,300.00 per year, depending on experience, location, and employer.

What are some common challenges financial advisors face when building their client base, and how can these be overcome?

Financial advisors in business development often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining a consistent pipeline of prospects. Overcoming these hurdles typically involves developing strong interpersonal skills, leveraging referrals, and utilizing digital marketing and networking strategies. Many successful advisors also partner with experienced mentors or join established firms to access resources and support while building their own book of business.

What is a financial advisor business development?

A Financial Advisor Business Development role focuses on growing a financial advisory firm's client base and revenue. Professionals in this position identify new business opportunities, build relationships with potential clients, and develop strategies to expand the firm's market presence. They often collaborate with marketing teams and use networking, referrals, and outreach to attract new clients. The role combines sales, relationship management, and financial knowledge to drive business growth. Success in this position requires strong communication skills, persistence, and a deep understanding of financial products and services.

What is the difference between Financial Advisor Business Development vs Financial Advisor?

AspectFinancial Advisor Business DevelopmentFinancial Advisor
Primary FocusGenerating new client leads and expanding business opportunitiesManaging client portfolios and providing financial advice
Required CredentialsSeries 7, 63/65 licenses, CFP often preferredSeries 7, 63/65 licenses, CFP often required
Work EnvironmentBusiness development teams, sales-focused settingsClient offices, financial planning environments
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial advisory firms, banks, independent practices

While both roles require similar licenses and industry knowledge, Financial Advisor Business Development primarily focuses on acquiring new clients and expanding the firm's market presence. In contrast, Financial Advisors concentrate on managing existing client portfolios and providing personalized financial planning. Understanding these differences helps clarify career paths and job expectations within the financial services industry.

What are the key skills and qualifications needed to thrive as a financial advisor business development?

To thrive as a Financial Advisor Business Development professional, you need strong financial acumen, sales expertise, and a relevant degree—often supported by FINRA Series 7 and 66 or similar certifications. Proficiency in CRM software, financial planning tools, and portfolio analysis systems is typically required. Exceptional interpersonal, networking, and communication skills help build lasting client relationships and expand business opportunities. These skills are essential for acquiring and retaining clients, driving revenue growth, and ensuring trusted financial guidance.
What are popular job titles related to Financial Advisor Business Development jobs in Utah? For Financial Advisor Business Development jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Business Development jobs in Utah look for? The top searched job categories for Financial Advisor Business Development jobs in Utah are:
What cities in Utah are hiring for Financial Advisor Business Development jobs? Cities in Utah with the most Financial Advisor Business Development job openings:
Financial Advisor Business Development jobs near you

Financial Advisor

Dentist Advisors

Holladay, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Dentist Advisors

Relocation not required


OUR PURPOSE

Connect. Educate. 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 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.

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.

OUR CORE VALUES

  • Win together
  • Be direct
  • Embrace change
  • See it through
  • Make it fun


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 point person 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 creation.


JOBS TO BE DONE

  • Conduct initial consultations with prospects and and secure new relationships
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing reports
  • Provide ongoing, proactive, and comprehensive financial guidance for clients
  • Lead business development initiatives and collaborate with the marketing team for lead generation
  • Train, mentor, and collaborate with other advisors
  • Recommend and implement changes to improve the client experience


REQUIRED SKILLS AND EXPERIENCE

  • Bachelor's degree
  • 3+ years of financial advisor experience
  • Financial securities license
  • Strong technical competence related to 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 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
  • Prioritizegetting it rightoverbeing 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


    This position's compensation package includes:

    • Opportunity to join a high-growth firm with a start-up mentality
    • 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
    • Regular offsite team building events

    Apply