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Financial Planner Jobs in Utah (NOW HIRING)

47G

Financial Planner & Analyst

Salt Lake City, UT · On-site

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 ...

47G

Financial Planner & Analyst

Salt Lake City, UT · On-site

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 ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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$127K

How much do financial planner jobs pay per year?

As of Aug 30, 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.

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.

What skills and qualifications are needed to be a financial planner?

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 challenges do financial planners face when building a client base, and how can they be 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.

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.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

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Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $88,016 per year, or $42.3 per hour.

Financial Planner & Analyst

47G

Salt Lake City, UT • On-site

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

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 Shift Day Experience/Education/Skills 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... Location Address EEO is The Law - click here for more information EEO in the Law Supplement - click here for more information EEO Policy Statement-click here for more information Pay Transparency Notice-click here for more information Albany International Corporation is an Equal Opportunity Employer including Veterans and Disabled We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number 603-330-5800 EEO is the Law ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service #J-18808-Ljbffr

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