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Financial Planning Associate Jobs in Utah (NOW HIRING)

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 ...

St. George's University

Financial Aid Counselor - RVU

Ivins, UT · On-site

$35K - $47K/yr

... planning. The Counselor plays a pivotal role in debt management, credit counseling, and private ... This position reports to the Associate Director, Financial Aid. About Rocky Vista University Rocky ...

St. George's University

Financial Aid Counselor - RVU

Ivins, UT · On-site +1

$35K - $47K/yr

... planning. The Counselor plays a pivotal role in debt management, credit counseling, and private ... This position reports to the Associate Director, Financial Aid. About Rocky Vista University Rocky ...

Zermatt Resort

Finance Manager

Midway, UT · On-site

$75K - $80K/yr

Associate recognition and reward programs * Department celebrations and team member events * Career ... Partner with department leaders to support financial planning and decision-making. * Prepare ...

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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 Aug 11, 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 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.

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.

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.

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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
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, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $60,523 per year, or $29.1 per hour.

Sales Operations Associate - Internal Candidates Only

Capita Financial Network

Draper, UT • On-site

Full-time

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

Job description

Sales Operations Associate - Internal Candidates Only

Please note this is an internal position, we are only accepting candidates currently employed at Capita Financial Network.


Who we are:Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!


Job:Full-time, Monday - Friday, 9:00 am - 5:00 pm.

Location:Draper, UT


Position Summary:

The Sales Operations Associate plays a critical role in managing and optimizing Capita's inbound sales process. This individual will serve as the operational engine behind our client acquisition efforts, ensuring every prospective client receives a timely, organized, and professional experience.

Working closely with our advisors and marketing team, you'll manage inbound leads from multiple channels, coordinate outreach campaigns, qualify prospective clients, and help move opportunities efficiently through our sales pipeline. Whilethis is not a commissioned sales role, it is a highly impactful position that directly contributes to the firm's growth.


Responsibilities:

  • Manage and organize inbound leads from multiple sources including:
    • Website inquiries
    • Marketing Campaigns
    • Social media
    • Email
    • Phone calls
    • Referrals
  • Execute outreach campaigns to both warm and cold prospects through email, phone, and text.
  • Operate and manage sales sequences within our CRM.
  • Qualify and triage prospective clients to determine fit for Capita's advisory services.
  • Schedule introductory meetings with financial advisors.
  • Maintain accurate records and ensure CRM data integrity.
  • Track lead progress through the sales funnel and identify opportunities to improve conversion rates.
  • Coordinate with advisors to ensure smooth handoffs and exceptional prospect experience.
  • Take ownership of sales process optimization by identifying bottlenecks, recommending solutions, and helping implement improvements across the client acquisition pipeline.
  • Assist with reporting on lead activity, pipeline performance, and key sales metrics.



Qualifications:

Required

  • 1+ years of experience in sales, customer service, banking, financial services, insurance, or wealth management.
  • Exceptional organizational skills and attention to detail.
  • Ability to manage multiple priorities simultaneously.
  • Strong written and verbal communication skills.
  • Comfortable speaking with prospective clients by phone.
  • Professional, friendly, and service-oriented demeanor.
  • Experience using CRM software (Salesforce experience is a plus).
  • Ability to follow structured processes while identifying opportunities for improvement.
  • Strong problem-solving skills and initiative.


Preferred

  • Experience in financial services, banking, insurance, or wealth management.
  • Basic understanding of personal finance and investment concepts.
  • Experience executing outbound sales or marketing campaigns.
  • Familiarity with email automation and sales sequencing tools.


Ideal Candidate

You enjoy creating order from complexity and thrive in fast-paced environments. You're energized by helping people, naturally organized, and comfortable balancing administrative responsibilities with client communication. You understand that delivering a great client experience starts long before someone becomes a client.

This role is ideal for someone who enjoys operations, sales support, relationship management, and continuous process improvement.


What Success Looks Like

  • Every inbound lead receives prompt and professional follow-up.
  • Sales pipelines remain organized and up to date.
  • Qualified prospects are efficiently connected with advisors.
  • Advisors spend more time advising and less time managing administrative tasks.
  • Lead conversion processes become more efficient over time through continuous improvement.




Apply