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Financial Planner Jobs in Draper, UT (NOW HIRING)

L3HHCM20

Lead, Finance - FP&A

Salt Lake City, UT · On-site

$82K - $102K/yr

Lead, Financial Planning & Analysis (FP&A) Job Code: 42652 Job Location: Salt Lake City, UT or Melbourne, FL Job Schedule: 9/80: Employees work 9 out of every 14 days- totaling 80 hours worked- and ...

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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All JobsFinancial Planner JobsFinancial Planner Jobs in Draper, UT

Financial Planner information

See Draper, UT salary details

$47.2K

$90.4K

$130.4K

How much do financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial planner in Draper, UT is $90,382.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $95,400.00 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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For Financial Planner jobs in Draper, UT, the most frequently searched job titles are:

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Cities near Draper, UT with the most Financial Planner job openings:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Draper, UT as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $90,382 per year, or $43.5 per hour.

Senior Financial Planner

EP Wealth Advisors, LLC

Salt Lake City, UT • On-site

$85 - $120/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings.

Duties and Responsibilities Client Relationship & Plan Development
  • Client Engagement: Work with advisors on clients with assets under management of $2 million or more.Consult with the Financial Planning Manager for clients with assets of $5 million and more complexfinancial plans.
  • Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning,retirement planning, estate planning, investment strategies, and more.
  • Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plansbased on financial recommendations. Help implement financial strategies and track progress.
Team Support & Process Improvement
  • Process Management: Manage and streamline the Financial Planning team's processes, including datacollection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure alldeliverables are accurate and timely.
  • Team Collaboration: Work with other team members and departments to improve systems, enhanceworkflows, and develop processes that help increase client satisfaction and drive service excellence.
  • Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial PlanningAssociates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
  • Document Organization: Organize and maintain client documents, ensuring that they are uploaded toappropriate systems and databases. Maintain and troubleshoot connections for client personal financialwebsites.
Strategic Involvement & Support
  • Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, AssociateDirector of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitionsefforts, including staff training and integration.
  • Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date.
Training & Professional Development
  • Ongoing Training: Participate in continuous professional development, including onboarding, bi-weeklydepartment training, monthly continuing education opportunities, and a dedicated professional developmenthour.
  • Certifications & Specializations: Interest in pursuing additional financial planning designations orcertifications that align with your career goals and the firm’s needs.
Additional Responsibilities
  • Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firmon potential impacts.
  • Software & Process Improvements: Evaluate and implement updates to the financial planning tools andsoftware used by the team, ensuring they remain efficient and effective.
  • Service Offering Development: Lead or actively participate in the development of new service offeringstailored to the regional client base, enhancing the firm’s capabilities in wealth management.
  • Client & Centers of Influence Engagement: Lead client seminars and local events in the region to buildrelationships and provide educational support. Actively support meetings to implement financial strategies for clients.
  • Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plansfor clients, ensuring smooth execution and strong client satisfaction.
Qualifications
  • Certification: Certified Financial Planner designation.
  • Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
  • Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams,Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator,Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.
  • Client Relationship Skills: Strong ability to build and maintain long-term client relationships and providetailored financial advice.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to presentcomplex financial strategies clearly.
  • Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration andrelationship-building skills.
  • Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimalsupervision.
  • Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes anddocuments.
  • Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction andsmooth workflow.
  • Education: Bachelor's degree.
What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 floating holidays
  • 3 Weeks PTO
  • Paid Volunteer Time
  • Paid Parental Leave
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral IncentivesEmployee Team Building Activities
  • Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

$85,000 - $120,000 a year

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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