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Financial Planning Associate Jobs in Utah (NOW HIRING)

Dentist Advisors

Client Service Associate

Salt Lake City, UT · On-site

$14 - $19.25/hr

Financial Planning Associate Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the ...

CenCore LLC

Finance / FP&A Associate

Springville, UT · On-site

... / FP&A Associate to support budgeting, forecasting, financial reporting, pricing analysis, and data validation activities. This full-time, in-person role is based at the Springville/Payson office and ...

IPL (Indiana)

FP&A Associate

Salt Lake City, UT

$105K - $131K/yr

The FP&A Associate will provide wholistic financial management ofa portfolio of ~1GW of thermal and Utility scale renewable power plants in operations. * Wholistic financial management includes ...

CSC Generation

Manager, FP&A

Cottonwood Heights, UT

Associate Director, FP&A Location: Salt Lake City, Utah (Hybrid - 3x/week in-office) About the Role: Backcountry is looking for a finance leader to own the planning, forecasting, and analytical ...

CSC Generation

Manager, FP&A

Cottonwood Heights, UT · On-site

Associate Director, FP&A Location: Salt Lake City, Utah (Hybrid - 3x/week in-office) About the Role: Backcountry is looking for a finance leader to own the planning, forecasting, and analytical ...

Dentist Advisors

Associate Advisor

Holladay, UT

... financial planning and investment management for dentists. Our deep expertise in the dental ... The Role We're hiring an Associate Advisor to support our advisors and help deliver an exceptional ...

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

... financial planning and investment management for dentists. Our deep expertise in the dental ... The Role We're hiring an Associate Advisor to support our advisors and help deliver an exceptional ...

TIAA

Financial Consultant ll

Salt Lake City, UT · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant ll

Salt Lake City, UT · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

... financial planning and investment management for dentists. Our deep expertise in the dental ... The Role We're hiring a Client Service Associate to support our advisors and help deliver an ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

... financial planning and investment management for dentists. Our deep expertise in the dental ... The Role We're hiring a Client Service Associate to support our advisors and help deliver an ...

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

... financial planning and investment management for dentists. Through deep expertise in the dental ... Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client ...

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

... financial planning and investment management for dentists. Through deep expertise in the dental ... Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Utah

Financial Planning Associate information

See Utah salary details

$12

$29

$61

How much do financial planning associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for financial planning associate in Utah is $29.10, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $31.30 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 Associate jobs in Utah?

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate 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 $60,523 per year, or $29.1 per hour.

Client Service Associate

Dentist Advisors

Salt Lake City, UT • On-site

$14 - $19.25/hr

Other

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

Job description

Financial Planning Associate

Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.

We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.

The Role

We're hiring a Financial Planning Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.

This role can also be a strong starting point for someone building toward a career as a financial advisor. If you're pursuing (or considering) your CFP® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and experience.

What You'll Do

  • Assist advisors with daily administrative and client-related tasks
  • Facilitate new client onboarding, including gathering information and preparing required documentation
  • Maintain and update each client's dashboard and financial scorecard
  • Audit, organize, and process quarterly financial reports
  • Communicate with clients to request, collect, and update personal documents
  • Organize and maintain client files in Box and ensure documentation is complete and accurate
  • Support internal data requests and help enhance workflows as our team grows

What Makes You a Great Fit

Personality

  • You're interested in financial services and excited to grow your career in client support or advisory operations, with an interest in eventually becoming a financial advisor
  • You thrive in a fast-paced environment and adapt easily as needs change
  • You take initiative, solve problems independently, and stay one step ahead of what needs to be done
  • You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus
  • You enjoy building relationships, collaborating with your team, and creating a positive experience for clients

Skills & Qualifications

  • Strong written and verbal communication skills
  • Excellent organization and time-management abilities
  • Experience working in a deadline-driven environment
  • Ability to work both independently and as part of a team
  • Familiarity with financial services, client service roles, or professional office settings
  • Comfortable learning new systems and managing data accurately
  • A BA/BS degree in a related field

Bonus Points

  • CFP® certification, or actively working toward it
  • Experience or interest in financial planning, financial operations, or client service in a professional services firm
  • Familiarity with Salesforce, eMoney, Black Diamond, or Charles Schwab

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