ZipRecruiter

Log In

1

Financial Planner Jobs in Utah (NOW HIRING)

Sequoia Financial Group Llc

Wealth Planner

Midvale, UT · On-site

$50K - $69K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

next page

Showing results 1-20

All JobsFinancial Planner JobsFinancial Planner Jobs in Utah

Financial Planner information

See Utah salary details

$46K

$88K

$127K

How much do financial planner jobs pay per year?

As of Aug 2, 2026, the average yearly pay for financial planner in Utah is $88,016.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $92,900.00 per year, depending on experience, location, and employer.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different roles, and the better choice depends on the specific financial services needed.

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

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, a financial advisor can still provide personalized financial planning and investment management, but the scope and fee structure may differ based on the advisor's policies and services offered.

Is being a financial planner a good career?

A financial planner is a professional who helps clients manage their finances, investments, and retirement planning. It can be a rewarding career with opportunities for growth, especially for those with strong interpersonal skills and relevant certifications like the CFP. Job stability and earning potential vary based on experience, location, and client base.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes. Compensation often includes commissions, fees, or a combination of both, and the job requires strong interpersonal and analytical skills.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Utah? The most popular types of Financial Planner jobs in Utah are:
What are popular job titles related to Financial Planner jobs in Utah? For Financial Planner jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Utah look for? The top searched job categories for Financial Planner jobs in Utah are:
What cities in Utah are hiring for Financial Planner jobs? Cities in Utah with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in UT? For Financial Planner jobs in UT, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Utah as of July 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $88,016 per year, or $42.3 per hour.

Financial Planner & Analyst

Albany International Corp.

Salt Lake City, UT • Hybrid

Full-time

Posted 4 days ago

Job description

Job Purpose

The Financial Planner & Analyst will provide analysis of results, advice and leadership regarding achieving operations plans and business objectives with the primary focus of supporting the financial oversight of the Salt Lake City, UT facility. In addition, the position is responsible for finance practices and objectives that drive a high-performance culture emphasizing empowerment, quality and high productivity standards.

Job Responsibilities

  • Program P&L forecasting for Operating plan and multi-year planning
  • Analyzing and working with local management to explain the months/quarters results
  • Mid-month analyze on how the business is tracking for the current month
  • Operations Excellence - working with the operations teamand peer groups on implementing and driving lean. Including reporting at the P&L level and cell based metrics
  • Ad hoc analysis - Supporting bid & proposal efforts within house new business development. Managing the cost reporting for new business development programs
  • Cost accounting - working with the operations and cost accounting team to ensure product costing is reflective and inventory is appropriately managed.
  • As required profitability analysis

Supervisory responsibility: No

Qualifications/Characteristics

  • Bachelor degree in accounting or finance (MBA Preferred)
  • 3-5 years of prior financial analyst experience
  • Ability to develop team resources
  • Ability to work independently and as a team member with minimal supervision
  • Excellent analytical, problem solving, and communication skills
  • Proficient in Microsoft Office applications.
  • Strong sense of commitment to meeting deadlines
  • Government contracting experience is a plus
  • Experience in SAP a plus

Working Conditions

Office environment, duties performed indoors, moderate to quiet noise and comfortable temperatures. Not substantially exposed to adverse environmental conditions levels. Ability to work 24/7 schedule and be available as business situations require. Some may be able to do part of their work remotely. Travel may be required

Physical requirements

Occasionally positions self to move an item >10 lbs.

Frequently move about the production floor and office area to attend meetings or trainings

Must be able to remain in a stationary position up to 75% of the time

Frequently operates a computer, enters data into systems, verifies information, etc...

Apply