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Financial Advisor Jobs in Sandy, UT (NOW HIRING)

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Wealth Advisor

Salt Lake City, UT · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private ... Provide comprehensive financial planning services * Collaborate with a Portfolio Manager and ...

Praxt Talent

Chief Financial Officer

Salt Lake City, UT

$172K - $200K/yr

Reporting to the Executive Director, the CFO is the primary financial advisor to executive leadership, the Board of Trustees, and its committees, and oversees the Finance & Accounting (F&A) function ...

Dentist Advisors

Client Service Associate

Salt Lake City, UT · On-site

$14 - $19.25/hr

Financial Planning 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 ...

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 ...

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 ...

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 ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Sandy, UT

Financial Advisor information

See Sandy, UT salary details

$34.2K

$97.1K

$136.8K

How much do financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial advisor in Sandy, UT is $97,054.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,500.00 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.
More about Financial Advisor jobs

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

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

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

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

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

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

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

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

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Sandy, UT as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $97,101 per year, or $46.7 per hour.

Financial Professional

Cambridge Financial Network

South Jordan, UT • On-site

$75K - $125K/yr

Other

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Company Description

Cambridge Financial Network is dedicated to providing personalized financial planning solutions to individuals, families, and businesses in Utah. Specializing in insurance, investments, and retirement planning, we help clients achieve their unique financial goals and secure their futures. Our services are offered in partnership with Equity Services, Inc., a Member FINRA/SIPC and a Registered Investment Adviser affiliate of National Life Insurance Company (NLIC). Based in South Jordan, Utah, we emphasize trust, expertise, and tailored strategies to empower financial success.


Role Description

We are seeking a Financial Advisor in a full-time, remote capacity. In this role, you will lead and oversee financial consulting projects, execute financial analyses, and provide strategic insights to assist clients in achieving their financial goals. You will work closely with clients to design and implement customized financial plans, ensuring they align with their objectives. Additional responsibilities include preparing financial reports, advising on investment opportunities, and collaborating with internal teams to improve service delivery.


Qualifications

  • Strong expertise in Finance, Accounting, and Financial Reporting
  • Exceptional Analytical Skills to evaluate complex financial data and provide actionable insights
  • Experience in Consulting with the ability to manage and advise on diverse financial strategies
  • Proficiency with financial planning tools and technologies
  • Strong interpersonal and communication skills to effectively interact with clients and teams
  • Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field of expertise
  • Professional certifications such as CFA, CPA, or CFP are highly preferred
  • Proven experience in the financial services or wealth management industry
  • Have high standards for both yourself and the way you conduct business
  • Willingness to add to an amazing culture and be a team player
  • Full Time Preferred/Part Time Considered on a case-to-case basis
  • Coachable in the entrepreneurial world, positive attitude, get to learn from some of the best
  • Experience in the Financial space is highly preferred. Not happy with your current employer give us a shout
  • Do you feel like you don't get paid for what value you bring to the business
  • Culture is highly meaningful and if you thrive in a great culture, we would love to talk with you
  • Average first year earnings $75,000 - $125,000

Apply