ZipRecruiter

Log In

1

Financial Advisor Training Jobs in Utah (NOW HIRING)

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

... training, recruiting, social outreach, speaking, and content creation. JOBS TO BE DONE * Conduct ... Bachelor's degree * 3+ years of financial advisor experience * Financial securities license

UNAVAILABLE

Financial Advisor

Farmington, UT · On-site

$61 - $250/hr

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

New

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

... training, recruiting, social outreach, speaking, and content creation. JOBS TO BE DONE * Conduct ... Bachelor's degree * 3+ years of financial advisor experience * Financial securities license

UNAVAILABLE

Financial Advisor

Provo, UT · On-site

$61 - $250/hr

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

New

Renaissance Financial

Financial Advisor

Sandy, UT · On-site

Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis ... Advisors engage in professional development and training led by and inspired by senior partners ...

Northwestern Mutual

Financial Advisor

Logan, UT · On-site

$137K - $250K/yr

Our award-winning training programs equip you with the education, skill-building, and development ... Our Financial Advisors are valued partners and proud business owners. As such, they are considered ...

WizeHire, Inc

Financial Advisor

South Jordan, UT · On-site

$60 - $90/hr

As a Financial Advisor, you'll have the opportunity to provide dependable financial stability ... With our legacy of over 175 years, we ensure you have access to comprehensive support, training ...

New

Stbancorp

Financial Advisor

Bountiful, UT

$55K - $156K/yr

Provides functional guidance and training of less experienced officers, licensed assistants, and ... During the course of these customer meetings, the Financial Planner will need to explain the bank ...

previous page

Showing results 41-60

All JobsFinancial Advisor Training JobsFinancial Advisor Training Jobs in Utah

Financial Advisor Training information

See Utah salary details

$32.8K

$93K

$131.1K

How much do financial advisor training jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor training 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 is a financial advisor training?

A Financial Advisor Training job is an entry-level position designed to equip individuals with the skills and knowledge needed to become a licensed financial advisor. Trainees typically receive training on investment strategies, client relationship management, financial planning, and industry regulations. Many programs also provide mentorship, licensing exam preparation, and hands-on experience with real clients. The goal is to prepare candidates to build their own client base and offer financial guidance on investments, retirement planning, and wealth management.

What are the key skills and qualifications needed for financial advisor training?

To thrive in Financial Advisor Training, you need a solid understanding of financial concepts, strong analytical skills, and a relevant bachelor's degree, often in finance, business, or economics. Familiarity with financial planning software, CRM systems, and progress toward industry certifications such as the Series 7 or CFP is highly beneficial. Exceptional interpersonal skills, active listening, and ethical judgment help you build trust with clients and excel in training environments. These competencies are critical for developing a successful advisory career and effectively supporting both clients and senior advisors.

What career advancement opportunities are available after completing financial advisor training?

Financial Advisor Training programs are structured to prepare you for success as a licensed financial advisor, typically leading to full-time advisory roles upon completion. Trainees often transition into positions such as Associate Financial Advisor, Financial Consultant, or even specialized roles in wealth management. As you gain experience and additional certifications, options for advancement include Senior Advisor, Team Leader, or Branch Manager roles. Many firms also offer mentorship opportunities, ongoing education, and performance-based incentives to support your long-term career growth in the financial services industry.

What are the most commonly searched types of Financial Advisor Training jobs in Utah?

The most popular types of Financial Advisor Training jobs in Utah are:

What are popular job titles related to Financial Advisor Training jobs in Utah?

For Financial Advisor Training jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Training jobs in Utah look for?

The top searched job categories for Financial Advisor Training jobs in Utah are:

Financial Advisor Training jobs near you
Infographic showing various Financial Advisor Training job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $92,980 per year, or $44.7 per hour.

Financial Advisor

Dentist Advisors

Holladay, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 15 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