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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 ...

New

otg

FP&A Analyst

Riverton, UT · On-site

Job Title: FP&A Analyst Location: NYC Compensation: $90-$120k + Bonus Eligibility Reports to: SVP of Finance Who We Are On the Go has elevated the dining and retail experience for travelers by ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Provo, UT · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Provo, UT · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Provo, UT

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Provo, UT · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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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Showing results 21-40

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 Aug 16, 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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What cities near Draper, UT are hiring for Financial Planner jobs?

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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $90,382 per year, or $43.5 per hour.

Financial Planning Associate

Dentist Advisors

Holladay, UT • On-site

Full-time

Re-posted 13 days ago

Job description

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, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.
We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.
The Role
We're hiring a Financial Planning Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.
This role can also be a strong starting point for someone building toward a career as a financial advisor. If you're pursuing (or considering) your CFP® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and experience.
What You'll Do
  • Assist advisors with daily administrative and client-related tasks

  • Facilitate new client onboarding, including gathering information and preparing required documentation

  • Maintain and update each client's dashboard and financial scorecard

  • Audit, organize, and process quarterly financial reports

  • Communicate with clients to request, collect, and update personal documents

  • Organize and maintain client files in Box and ensure documentation is complete and accurate

  • Support internal data requests and help enhance workflows as our team grows

What Makes You a Great Fit
Personality
  • You're interested in financial services and excited to grow your career in client support or advisory operations, with an interest in eventually becoming a financial advisor

  • You thrive in a fast-paced environment and adapt easily as needs change

  • You take initiative, solve problems independently, and stay one step ahead of what needs to be done

  • You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus

  • You enjoy building relationships, collaborating with your team, and creating a positive experience for clients

Skills & Qualifications
  • Strong written and verbal communication skills

  • Excellent organization and time-management abilities

  • Experience working in a deadline-driven environment

  • Ability to work both independently and as part of a team

  • Familiarity with financial services, client service roles, or professional office settings

  • Comfortable learning new systems and managing data accurately

  • A BA/BS degree in a related field

Bonus Points
  • CFP® certification, or actively working toward it

  • Experience or interest in financial planning, financial operations, or client service in a professional services firm

  • Familiarity with Salesforce, eMoney, Black Diamond, or Charles Schwab

Apply