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Financial Planner Jobs in Roy, UT (NOW HIRING)

L3HHCM20

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

Northwestern Mutual

Financial Advisor

Farmington, 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

Farmington, 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

Farmington, 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 ...

PACS

FP&A Financial Analyst

Farmington, UT · On-site

JOB SUMMARY The FP&A Financial Analyst is a key player in creating and providing valuable information to healthcare administrators and external stakeholders across the US. This position focuses ...

Alphia

Senior Manager, FP&A

Ogden, UT · On-site

$106K - $145K/yr

The Senior Manager, FP&A is a strategic finance leader responsible for driving enterprise-wide financial planning, forecasting, reporting, and business performance analysis for Alphia. This role ...

Northwestern Mutual

Financial Advisor

Farmington, UT · On-site

$61K - $250K/yr

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Farmington, UT · On-site

$61K - $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 ...

Autoliv United States

Senior Financial Analyst

Ogden, UT

$83K - $104K/yr

The FP&A Analyst will play an integral role in evaluating operational and financial performance, outlook future results, and provide actionable insights to guide product line strategy, budgeting, and ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Roy, UT

Financial Planner information

See Roy, UT salary details

$48.2K

$92.2K

$133.1K

How much do financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial planner in Roy, UT is $92,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,500.00 and $97,300.00 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 Roy, UT look for?

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

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

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

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Roy, UT as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $92,213 per year, or $44.3 per hour.

Lead, Finance - FP&A

L3HHCM20

Salt Lake City, UT

$82K - $102K/yr

Full-time

Posted 2 days ago

New

Job description

Job Title: 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 have every other Friday off

 

 

Job Description:

 

L3Harris is seeking a highly skilled Lead, Financial Planning & Analysis (FP&A) to join the Spectrum Superiority (S2) Sector team in Salt Lake City, UT. This analyst will play a key role in supporting financial performance management through accurate reporting, forecasting, and analytical insights. This role is responsible for income statement reconciliation, P&L analysis, segment reporting deliverables, and data integrity support across key financial systems. The ideal candidate brings strong analytical capability, attention to detail, and the ability to work cross-functionally in a fast-paced environment.

 

Essential Functions:

 

      Perform reconciliations of Revenue, Cost of Sales, and Operating Income within the income statement, including preparation of topside adjustments, element of cost analysis, and disaggregation reporting.

      Support Annual Operating Plan (AOP) and JSP forecasting processes by preparing, updating, and validating forecast data and related financial inputs.

      Prepare P&L fluctuation reports and analyze period-over-period variances to identify key business drivers and provide actionable insights.

      Manage segment reporting requirements, including:

o   Business Interruption analysis

o   Domestic Casualty reporting

o   Annual Tax questionnaire support

o   End User Reporting

o   Investor Relations reporting

o   IDWA forecast updates

      Prepare and maintain Working Capital reporting to support financial performance tracking and analysis.

      Support BPC data integrity through validation activities, process improvements, and system testing.

      Respond to ad hoc reporting requests by gathering, analyzing, and presenting financial data as needed.

      Strong understanding of financial statements, forecasting processes, and variance analysis

      Strong analytical and problem-solving skills, with the ability to interpret complex financial data

      Excellent communication and collaboration skills

      Strong attention to detail and the ability to manage multiple priorities in a deadline-driven environment

Qualifications:

      Bachelor's Degree and minimum 9 years of prior relevant experience. Graduate Degree and a minimum of 7 years of prior related experience. In lieu of a degree, minimum of 13 years of prior related experience.

      Advanced degree and/or professional certification such as MBA, CPA, or CMA

Preferred Additional Skills:

      Strong financial acumen

      A proactive and continuous improvement mindset

      The ability to work effectively across cross-functional teams

      A high level of accuracy, organization, and accountability

      #LI-ML2

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