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Financial Advisor Jobs in Midvale, UT (NOW HIRING)

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry ...

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry ...

Client ServiceAssociate

Holladay, UT

$14 - $19.25/hr

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry ...

Client Service Associate

Salt Lake City, UT · On-site

$14 - $19.25/hr

Client Service Associate Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the ...

Account Executive

Lehi, UT · On-site

$100K - $200K/yr

About Slant Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors in America ...

Account Executive

Lehi, UT · On-site

$70 - $100/hr

About Slant Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors in America ...

Showing results 41-60

Financial Advisor information

See Midvale, UT salary details

$34K

$96.3K

$135.8K

How much do financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor in Midvale, UT is $96,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,700.00 and $123,500.00 per year, depending on experience, location, and employer.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually 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 highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.

What are the most commonly searched types of Financial Advisor jobs in Midvale, UT?

The most popular types of Financial Advisor jobs in Midvale, UT are:

What job categories do people searching Financial Advisor jobs in Midvale, UT look for?

The top searched job categories for Financial Advisor jobs in Midvale, UT are:

What cities near Midvale, UT are hiring for Financial Advisor jobs?

Cities near Midvale, UT with the most Financial Advisor job openings:

Infographic showing various Financial Advisor job openings in Midvale, UT as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $96,324 per year, or $46.3 per hour.

Chief Financial Officer (Salt Lake City)

The Quest Organization

Salt Lake City, UT • On-site

Full-time

Posted 19 days ago


Job description

Chief Financial Officer - Commercial Construction

A leading commercial construction organization is seeking a strategic CFO to lead its finance and accounting functions and partner with executive and operational leadership to drive financial performance, growth, and risk management.

Responsibilities
  • Lead all finance, accounting, treasury, and financial reporting functions.
  • Serve as a strategic financial advisor to the CEO and executive leadership team.
  • Oversee budgeting, forecasting, cash flow, and long-term financial planning.
  • Direct construction accounting, including job costing, WIP, revenue recognition, project forecasting, and profitability.
  • Manage audits, internal controls, financial reporting, and accounting policies.
  • Oversee banking, debt, lender reporting, and surety/bonding relationships.
  • Lead ESOP valuation, accounting, compliance, repurchase planning, and trustee/advisor relationships.
  • Partner with operations to improve project performance, margins, cash flow, and risk management.
  • Support acquisitions, financing, capital structure, and other strategic initiatives.
  • Lead and develop the finance and accounting team.
Qualifications
  • 10+ years of progressive finance/accounting experience, including 5+ years in commercial construction.
  • Prior CFO, VP Finance, Controller, or comparable senior finance leadership experience.
  • Experience with a $100M+ commercial general contractor or building subcontractor.
  • Hands-on ESOP experience, including valuations, accounting, compliance, and repurchase planning.
  • Strong knowledge of construction accounting, job costing, WIP, forecasting, and cash flow management.
  • Proven experience leading finance teams and partnering with executive and operational leadership.
  • CPA, MBA, or advanced degree in finance/accounting preferred.
  • Strong career progression and demonstrated long-term tenure with prior employers.
  • Willingness to relocate to Utah; relocation assistance available.
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