1

Financial Planner Jobs in Midvale, UT (NOW HIRING)

Lead, Finance - FP&A

Salt Lake City, UT

$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

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 ...

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 ...

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 ...

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 ...

Lead, Finance - FP&A

Salt Lake City, UT · On-site

$82K - $103K/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

Senior FP&A Analyst

Salt Lake City, UT · On-site

$82K - $102K/yr

The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and financial planning. This role requires cross-functional collaboration with multiple departments across ...

Showing results 21-40

Financial Planner information

See Midvale, UT salary details

$47.6K

$91.2K

$131.6K

How much do financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial planner in Midvale, UT is $91,181.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,700.00 and $96,200.00 per year, depending on experience, location, and employer.

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 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.

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 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 job categories do people searching Financial Planner jobs in Midvale, UT look for?

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

What cities near Midvale, UT are hiring for Financial Planner jobs?

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

Infographic showing various Financial Planner job openings in Midvale, UT as of August 2026, with employment types broken down into 2% As Needed, 79% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $91,181 per year, or $43.8 per hour.

Dir. Financial Planning & Analysis

UKG (Ultimate Kronos Group)

Salt Lake City, UT • On-site

$120 - $200/hr

Other

This job post has expired today. Applications are no longer accepted.


UKG rating

7.8

Company rating: 7.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

136th of 244 rated software companies


Job description

Why UKG:

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters - and so do you.

About the Role:

We are seeking an accomplished Director, Product FP&A to join our organization as a strategic business partner to our Product team. This role will be instrumental in driving data-informed decision-making, building comprehensive product economics, and enabling our Product General Managers to maximize both short-term results and long-term growth opportunities. The ideal candidate will be a collaborative leader who understands product profitability, thinks strategically about market expansion, and thrives in cross-functional environments.

This position will report to the VP, Finance and will partner closely with our Product leadership team. You will build the financial infrastructure and analytical foundation that enables Product General Managers to execute with clarity, confidence, and accountability. Your work will directly influence go-to-market strategy, product roadmap prioritization, and portfolio management decisions.

Responsibilities include:
  • Develop and maintain comprehensive product profitability models, including customer acquisition costs, lifetime value, gross margin analysis, and product-level P&L reporting

  • Support Product General Managers in building strategic business cases for major initiatives, including scenario modeling, financial projections, and ROI analysis

  • Lead long-range financial planning for the product portfolio, translating strategic objectives into multi-year financial forecasts and growth targets

  • Build and own cross-functional product reporting that integrates finance, product, marketing, sales, and customer success metrics to tell a cohesive business story

  • Collaborate with Product, Sales, and Marketing to analyze pricing strategies and customer segment profitability

  • Work with Customer Success and Operations to understand product usage patterns, support requirements, royalties and their financial implications

  • Establish reporting frameworks, dashboards, and KPIs that provide clear visibility into product performance and financial health

  • Provide strategic financial insights and recommendations that inform product strategy, portfolio decisions, and resource allocation

Basic Qualifications:
  • 8+ years of financial planning and analysis experience, with at least 3+ years in a product-focused FP&A role or similar position

  • Demonstrated experience building and managing financial models, particularly those focused on product profitability and unit economics

  • Deep understanding of SaaS business models, metrics (ARR, MRR, CAC, LTV, Churn, etc.), and economics

  • Proven ability to collaborate effectively across functions (Product, Sales, Marketing, Customer Success, Engineering) and influence without direct authority

  • Strong analytical and problem-solving skills with proficiency in Excel, AI, and business intelligence tools

  • Excellent communication skills, with the ability to translate complex financial analysis into actionable insights for non-financial stakeholders

  • Bachelor's degree in Finance, Accounting, Business, Economics, or related field.

  • MBA or advanced degree in Finance or Business preferred

  • Familiarity with data analytics platforms, business intelligence tools, or cloud-based financial systems

  • Experience presenting to executive teams and/or investors

Core Competencies
  • Strategic Thinking: Ability to connect financial analysis to business strategy and see the big picture

  • Growth Mindset: Entrepreneurial thinking, comfort with ambiguity, and a desire to drive value creation

  • Collaboration & Influence: Exceptional stakeholder management skills and ability to build strong working relationships across the organization

  • Curiosity: Desire to dig deep into questions, challenge assumptions, and uncover insights

  • Communication: Ability to distill complex financial concepts for varied audiences

  • Attention to Detail: Commitment to accuracy and rigor in financial analysis and reporting

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

UKG participates in E-Verify. View the E-Verify posters here (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com .

The pay range for this position is $145,600 to $200,000. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG's benefits and rewards at https://www.ukg.com/about-us/careers/benefits

It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.

#J-18808-Ljbffr

What UKG employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom