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Financial Advisor Jobs in Provo, UT (NOW HIRING)

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

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 ...

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

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 ...

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

$55 - $75/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 ...

Dentist Advisors

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 ...

Dentist Advisors

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 ...

Dentist Advisors

Client ServiceAssociate

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 ...

Slant

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 ...

Slant

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 ...

SLANT, Inc.

Customer Operations Specialists

Lehi, UT · On-site

There is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. Legacy software is ripe to be disrupted by AI native solutions ...

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Showing results 21-40

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 Sep 6, 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.

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.
More about Financial Advisor jobs

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

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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.

Entry-Level Financial Advisor

Cambridge Financial Network

South Jordan, UT

$150K/yr

Full-time

Re-posted yesterday

Job description

Are you ready to launch a rewarding career as an Entry-Level Financial Advisor with Cambridge Financial Network? We're all about empowering you to grow your career while making a meaningful impact on families' financial futures. You'll thrive in our supportive environment, benefiting from comprehensive training programs and flexible work arrangements tailored to your needs. With a commission-driven structure that has no limits, you’ll have the autonomy to build your practice and maximize your financial goals.
Join a team that values professional growth and recognizes your dedication. Our collaborative culture encourages teamwork, lifelong learning, and professional development in a fun environment. You'll have access to the tools and resources you need to establish and grow client relationships, helping clients achieve their financial goals with confidence. If you're driven and passionate about making a difference, let's connect and explore how you can be part of a legacy of doing good for over 175 years.

Compensation:

$50,000 - $150,000 yearly


Responsibilities:
  • Guide clients in developing personalized financial plans that align with their goals and aspirations.
  • Educate clients on investment options, helping them make informed decisions to secure their financial future.
  • Build and nurture long-term relationships with clients, fostering trust and confidence in our services.
  • Stay updated on industry trends and regulations to provide clients with the most current and relevant advice.
  • Collaborate with team members to share insights and strategies, enhancing our collective expertise.
  • Utilize our cutting-edge tools and resources to analyze client portfolios and recommend adjustments.
  • Conduct regular reviews of client accounts to ensure alignment with their evolving financial objectives.

Qualifications:
  • Experience in financial planning or a related field is a plus, but not required.
  • Ability to communicate complex financial concepts in a clear, relatable manner.
  • Proven track record of building and maintaining strong client relationships.
  • Strong analytical skills to assess financial data and market trends.
  • Ability to work independently and collaboratively within a team environment.
  • Proficiency in using financial software and tools to create detailed reports.
  • Commitment to continuous learning and professional development in the finance sector.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.