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Financial Advisor Jobs in Provo, UT (NOW HIRING)

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 ...

Renaissance Financial

Financial Advisor

Sandy, UT

Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while ...

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

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 ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$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

$61K - $250K/yr

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 to ...

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

$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

$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

$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 ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Provo, UT

Financial Advisor information

See Provo, UT salary details

$34.1K

$96.6K

$136.2K

How much do financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial advisor in Provo, UT is $96,615.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,900.00 and $123,900.00 per year, depending on experience, location, and employer.

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 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 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.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

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.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

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 high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
More about Financial Advisor jobs

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

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

What are popular job titles related to Financial Advisor jobs in Provo, UT?

For Financial Advisor jobs in Provo, UT, the most frequently searched job titles are:

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

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

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

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Provo, UT as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 85% In-person, 12% Hybrid, and 3% Remote job distribution, with an average salary of $96,615 per year, or $46.4 per hour.

Financial Advisor

Dentist Advisors

Holladay, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 25 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