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Financial Planner Jobs in Midvale, UT (NOW HIRING)

Platform Accounting Group

Senior FP&A Analyst

Holladay, UT

$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 ...

Platform Accounting

Senior FP&A Analyst

Holladay, 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 ...

Kelso Industries

FP&A Analyst

Draper, UT

About the Role The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners ...

Jobtailor

Director, FP&A

Salt Lake City, UT · On-site

$110 - $150/hr

Guide the Business Unit's financial planning process, including annual budgeting, as well as analyzing plan versus actual variances * Develop and monitor our annual budget and in-year forecasts.

Kelso Industries

FP&A Analyst

Draper, UT · On-site

About the Role The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners ...

Kelso Industries

FP&A Analyst

Salt Lake City, UT

About the Role The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners ...

Kenworth Sales

FP&A Manager

Salt Lake City, UT · On-site

$130K - $140K/yr

FP&A Manager Summary Title: FP&A Manager ID: 3956 Job Type: Exempt (salaried) Location: Salt Lake City, UT Openings: 1 Description Are you ready to join an industry leader with a strong foundation of ...

Fandom

FP&A Manager

Salt Lake City, UT · Remote

About this Role We are seeking a highly analytical and strategically minded FP&A Manager to join our Financial Planning & Analysis (FP&A) team as a senior individual contributor, reporting to ...

Albany International Corp.

Sr FP&A Analyst

Salt Lake City, UT · On-site

$82K - $103K/yr

The Senior FP&A Analyst supports finance practices and objectives that drive a high performance culture emphasizing empowerment, quality, productivity and standards, goal attainment and ethics. This ...

Albany International Corp.

Sr FP&A Analyst

Salt Lake City, UT · On-site

$82K - $103K/yr

The Senior FP&A Analyst supports finance practices and objectives that drive a high performance culture emphasizing empowerment, quality, productivity and standards, goal attainment and ethics. This ...

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Showing results 41-60

All JobsFinancial Planner JobsFinancial Planner Jobs in Midvale, UT

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 16, 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.
More about Financial Planner jobs

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:

Financial Planner jobs near you
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.

Senior FP&A Analyst

Platform Accounting Group

Holladay, UT

$82K - $102K/yr

Full-time

Medical, Retirement

Posted 23 days ago

Job description

Description

Due to continuing growth, we are seeking an Senior FP&A Analyst to join our team. 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 the organization.


Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices in 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.


What you will do:

  • Financial point of contact for key stakeholders across multiple subsidiaries/functions - providing guidance on performance, pricing, KPIs and ad-hoc analytics
  • Create financial models, including forecasting, budgeting, and long-range planning to support decision-making.
  • Partner with extended finance & cross-functional teams to support month-end close, performance review, variance analysis on actuals vs. budgets.
  • Analyze monthly results and/or trending data to support the monthly estimate and include risk and opportunity assessments.
  • Refine data systems and tools to track performance, provide reporting solutions and enhance operational insights.
  • Develop key highlights/KPIs to track growth initiatives and identify areas of improvements in profitability and cost productivity.
  • Build outstanding and effective relationships with cross-functional teams and different business subsidiaries.
  • Managing annual Budgeting, Forecasting, and long range-range financial planning process
  • Presenting to senior management, directors, and other key leadership figures
  • Analyzing past financial performance, prepare competitor analysis, and examine market trends along with commentary for management.
  • Providing financial insights and projections to the accounting team

What we look for:

  • 3-5 years of progressive experience and demonstrated growth in Finance/FP&A positions.
  • Bachelor's degree in finance, accounting, or a related field from an accredited university
  • Experience working in a fast-growing company with multiple subsidiaries and business lines.
  • Self-driven with proven ability to collaborate with multiple stakeholders in making process improvements and implementation of new operational processes.
  • Strong FP&A experience in budgeting, forecasting, month end close, reporting, and advanced financial modeling skills.
  • High degree of project organization and efficiency with demonstrated attention to details
  • Superior analytical and problem-solving skills with a focus on attention to detail while delivering against tight deadlines.
  • Strong people skills; comfortable and skilled at working with Operations and office leaders with quantifiable examples of driving desired results
  • Strong project management and organizational skills
  • Self-starter with the ability to motivate team members and provide direction
  • Ability to prioritize workload and manage multiple projects and tasks to best support company strategic initiatives and long-term targets.
  • Keen attention to detail working with large data sets.
  • Experience with NetSuite and NetSuite Planning and Budgeting a plus
  • Proficient in Excel

What we offer:

  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education.

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