ZipRecruiter

Log In

1

Financial Consultant Insurance Jobs in Midvale, UT

Nearmap

Value Consultant

Lehi, UT · Remote

... build, insure, and govern the places we all live and work. Our technology turns property ... You will lead value discovery sessions, develop compelling ROI and financial impact models, and ...

Nearmap

Value Consultant

Lehi, UT · On-site +1

... build, insure, and govern the places we all live and work. Our technology turns property ... You will lead value discovery sessions, develop compelling ROI and financial impact models, and ...

Nearmap

Value Consultant

Lehi, UT · On-site

... build, insure, and govern the places we all live and work. Our technology turns property ... You will lead value discovery sessions, develop compelling ROI and financial impact models, and ...

Nearmap

Value Consultant

Lehi, UT · Remote

... build, insure, and govern the places we all live and work. Our technology turns property ... You will lead value discovery sessions, develop compelling ROI and financial impact models, and ...

previous pagenext page

Showing results 21-40

All JobsFinancial Consultant Insurance JobsFinancial Consultant Insurance Jobs in Midvale, UT

Financial Consultant Insurance information

See Midvale, UT salary details

$42.9K

$98K

$164.1K

How much do financial consultant insurance jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial consultant insurance in Midvale, UT is $97,967.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $117,900.00 per year, depending on experience, location, and employer.

What is a financial consultant insurance?

Financial Consultant Insurance professionals are experts who provide clients with advice on insurance products and financial planning. They assess clients’ financial needs, recommend appropriate insurance policies, and help develop strategies for risk management, wealth accumulation, and retirement planning. Their role often involves analyzing market trends, explaining policy details, and assisting with claims or policy adjustments. By combining knowledge of finance and insurance, they help individuals and businesses make informed decisions to protect their financial future.

What are the key skills and qualifications needed to thrive as a financial consultant insurance?

To thrive as a Financial Consultant in Insurance, you need expertise in financial planning, insurance products, sales, and a relevant degree or industry certifications such as CFP or LUTCF. Proficiency with financial analysis software, CRM systems, and insurance quoting tools is commonly required. Outstanding interpersonal skills, active listening, and the ability to build trust help consultants connect with clients and tailor solutions. These skills enable consultants to deliver tailored financial strategies, foster long-term client relationships, and ensure compliance in a highly regulated industry.

How do financial consultant insurance professionals typically collaborate with underwriters and claims adjusters?

Financial Consultant Insurance professionals often work closely with underwriters to assess client risk profiles and recommend suitable insurance products. They collaborate with claims adjusters to help clients understand the claims process and ensure timely resolution of issues. This cross-functional teamwork ensures clients receive tailored coverage and effective support throughout their insurance journey, enhancing both customer satisfaction and retention.

What is the difference between Financial Consultant Insurance vs Financial Advisor?

AspectFinancial Consultant InsuranceFinancial Advisor
CertificationsCFP, ChFC, insurance licensesCFP, ChFC, Series 7/66
Work EnvironmentInsurance firms, financial planning firmsIndependent, bank, or firm-based
Primary FocusInsurance products and risk managementComprehensive financial planning and investments

Financial Consultant Insurance primarily focuses on insurance products and risk management, often working within insurance firms or financial planning companies. In contrast, a Financial Advisor offers broader financial planning services, including investments and retirement planning. While both roles require similar certifications, their work environments and client focus differ, making each suited to different client needs and career paths.

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

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

Financial Consultant Insurance jobs near you
Infographic showing various Financial Consultant Insurance job openings in Midvale, UT as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $97,967 per year, or $47.1 per hour.

Wealth Management Associate - UT, Salt Lake City (3565)

Equitable

Salt Lake City, UT • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 days ago

Key responsibilities

  • Build and nurture client relationships through networking events and portfolio management.

  • Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.

  • Discuss financial products and services tailored to clients' unique situations.

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

View All Equitable Jobs

Apply