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Financial Planning Assistant Jobs in Utah (NOW HIRING)

Kelso Industries

FP&A Analyst

Draper, UT

Support long-range planning and multi-year financial projections. * Assist with strategic initiatives, market intelligence, business cases, and investment analyses. * Evaluate financial implications ...

CenCore LLC

Finance / FP&A Associate

Springville, UT · On-site

... / FP&A Associate to support budgeting, forecasting, financial reporting, pricing analysis, and data ... Key Responsibilities * Assist with the preparation and maintenance of annual budgets, forecasts ...

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Financial Planning Assistant information

See Utah salary details

$32.3K

$55.2K

$95.1K

How much do financial planning assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial planning assistant in Utah is $55,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $62,400.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Utah?

The most popular types of Financial Planning jobs in Utah are:

What are popular job titles related to Financial Planning Assistant jobs in Utah?

For Financial Planning Assistant jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Utah look for?

The top searched job categories for Financial Planning Assistant jobs in Utah are:

What cities in Utah are hiring for Financial Planning Assistant jobs?

Cities in Utah with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $55,184 per year, or $26.5 per hour.

Financial Planner (Woodland Hills / Los Angeles, CA)

Mercer Advisors

Woodland Hills, UT • Hybrid

$69K - $92K/yr

Full-time

Retirement

Posted yesterday

New

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

Financial planning is the foundation of Mercer Advisors.  The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans.  The candidate will be responsible for document analysis, data management, and financial plan preparation.  This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning.  

You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning.  Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills.

Essential Job Functions for the Financial Planner will include:

  • Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
  • Work with the sales team and advisors to collect documents from clients to prepare the financial plan.
  • Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients.
  • Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.
  • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
  • Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
  • Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes.

Required Knowledge, Skills and Abilities:

  • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)
  • Has begun CFP coursework
  • At least 1 year of financial industry related experience preferred
  • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.
  • Excellent verbal, written, analytical and organizational skills
  • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Candidate must have customer service orientation, be coachable, and be eager to learn.
  • Must be highly flexible and confidential with all matters
  • Ability to travel up to 10%

Work Schedule:  This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.

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