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Financial Planner Jobs in Provo, UT (NOW HIRING)

Northwestern Mutual

Financial Advisor

Provo, UT

$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

Provo, UT

$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

Provo, 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

Provo, UT

$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 ...

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 ...

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 ...

Platform Accounting Group

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 ...

CenCore LLC

Finance / FP&A Associate

Springville, UT · On-site

Maintain and update financial models used for planning, forecasting, and reporting. * Support contract-level revenue, cost, and profitability analysis. * Compile, validate, and reconcile financial ...

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

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 ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Provo, UT

Financial Planner information

See Provo, UT salary details

$47.8K

$91.5K

$132K

How much do financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial planner in Provo, UT is $91,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,900.00 and $96,500.00 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

What are the most commonly searched types of Financial Planner jobs in Provo, UT?

The most popular types of Financial Planner jobs in Provo, UT are:

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For Financial Planner jobs in Provo, UT, the most frequently searched job titles are:

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

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

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Provo, UT as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $91,456 per year, or $44 per hour.

Wealth Planner

Sequoia Financial Group Llc

Cottonwood Heights, UT • On-site

$50K - $69K/yr

Full-time

Re-posted 12 days ago

Job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Integrity.  We act in the best interests of others by providing an honest, consistent experience for our clients and team. 
    • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
    • Teamwork. We subordinate our egos to work together for the benefit of our clients. 

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

We seek a motivated, self-starting, passionate team player to join our team in the role of Wealth Planner. The Wealth Planner is a member of the Wealth Planning Department. The Wealth Planner prepares comprehensive financial plans and modular analyses and works with our client facing advisors to develop technical wealth planning advice and resources related to retirement, education, insurance, estate, business succession, philanthropic, and other financial planning services that are delivered to our clients. 

Responsibilities
  • This position interacts with advisors to gather data for the initial plan or plan review
  • Duties include entering client information into financial planning software, producing analytical reports for use in comprehensive plans and modular analyses, identifying and recommending appropriate planning strategies, and supporting advisors in the creation of financial plans to deliver a great client experience. 
  • Serve as an ongoing resource to client facing advisors to answer technical planning questions.
  • Develop a deeper expertise in a specific technical area or client segment as agreed upon with the manager/department leader. This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process.  
  • Assist with departmental projects and priorities such as training and supporting advisors on the effective use of interactive planning software, evaluating new planning technology solutions, or enhancing data gathering processes.  
Required Skills/Experience
  • Bachelor’s degree - prefer a degree in Financial Planning or Finance
  • CFP® certificate or advanced credential in related practice area (ex., JD, CPA) 
  • 3-5 years+ experience in financial planning 
  • Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life 
  • Experience working with financial planning software
  • Competency with Microsoft Office products
Preferred Skills/Experience
  • 7-10 years' experience a plus
  • Experience with eMoney software a plus 
  • Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements.
Competencies
  • Excellent analytical and problem-solving skills
  • Excellent written and oral communications skills
  • Self-starter and ability to function with autonomy
  • Keen attention to detail
  • Ability to prioritize multiple concurrent tasks and adhere to established deadlines 
  • Adaptable and able to work collaboratively 
  • Client service orientation