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Financial Planning Associate Jobs in Utah (NOW HIRING)

Reefcp

Private Equity Associate, Joint Ventures

Lehi, UT · On-site

$120 - $140/hr

Private Equity Associate, Joint Ventures Company: Reef Capital Salary: $120,000-140,000 + Bonus ... Update monthly portfolio review decks * Assist with corporate development (M&A, FP&A) and ...

HUB International

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Assistadvisors with the preparation of financial planning materials, proposals, and presentations ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

HUB

Client Service Coordinator

Sandy, UT

$17 - $22.25/hr

Assistadvisors with the preparation of financial planning materials, proposals, and presentations ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Wash Associates

Corporate Controller

Lehi, UT · Hybrid

$150K - $180K/yr

... Finance team at WashU (Wash Associates). Reporting into the CFO, the Controller will oversee ... Datarails or other FP&A software experience * Strong problem solving skills * Strong communication ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... personal financial planner, and unique investment options. * Great Team Culture - Team members ...

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Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Aug 17, 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.

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.

Public Finance Investment Banking Director - Senior Living

Pipersandler

Salt Lake City, UT • On-site, Remote

Full-time

Posted 3 days ago

New

Job description

Job Description:

At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.

About our Public Finance Group

We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not-for-profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax-exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. Learn more about our public finance team here.

We are currently looking for a Public Finance Investment Banking Director to join the public finance Senior Living team. This role can be based in any of our regional offices, offering flexibility for the right candidate regardless of location.

About the Role

The Director will serve as a senior member of the Senior Living team, responsible for leading deal origination, structuring, and execution for clients across the senior living and long-term care sector. We are interested in candidates who bring deep industry expertise, strong relationships, strategic insight, and the ability to develop new business opportunities. This individual will manage day-to-day client relationships, oversee transaction teams, and play a lead role in expanding the firm's presence within the sector. Depending on the candidate's background, the role may emphasize sector origination, strategic planning, relationship development, and franchise building, with transaction execution responsibilities calibrated to the individual's experience.

Key Responsibilities

  • Client Relationship Management:Build and sustain strong relationships with senior living providers, not-for-profit sponsors, and other issuers within the sector.
  • Origination & Business Development:Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.
  • Transaction Execution:Lead the structuring and execution of bond issuances, refinancings, and other capital markets transactions specific to senior living financings.
  • Quantitative Modeling:Develop and oversee financial models to structure and optimize debt transactions, including calculating debt service and sizing bond issues.
  • Strategic Advisory:Provide expert guidance to clients on capital raising, debt structuring, and long-term financial planning.
  • Team Leadership & Mentorship:Lead and mentor Associates and Analysts, fostering a collaborative, high-performance culture consistent with the group's mentorship-driven approach.
  • Market Intelligence:Maintain a deep understanding of trends, competitive dynamics, and regulatory developments within the senior living and long-term care space.
  • Cross-Functional Collaboration:Partner with internal teams across capital markets, credit, and public finance to deliver comprehensive client solutions.
  • Recruiting & Franchise Building:Contribute to the identification and recruitment of new talent for the group, along with other franchise-building initiatives.

Who We Are Looking For

We are open to candidates from a variety of professional backgrounds, including:

  • Public finance or investment banking;
  • Municipal advisory or financial advisory;
  • Senior living or long-term care operations;
  • Chief financial officer, finance, or development roles at nonprofit senior living organizations;
  • Healthcare finance or real estate finance;
  • Strategic, management, or capital-planning consulting; or
  • Related roles involving senior living strategy, capital formation, debt financing, or institutional relationship development.

The strongest candidates will combine sector credibility, sound financial judgment, strong communication skills, and the ability to build trusted relationships with boards, CEOs, CFOs, developers, lenders, investors, and other sector participants.

Qualifications & Skills

  • Bachelor's degree in Finance, Economics, or related discipline; MBA a plus.
  • 7+ years of relevant experience in investment banking, public finance, municipal advisory, senior living, long-term care, healthcare finance, consulting, development, or a related field.
  • Familiarity with senior living and long-term care operating models, capital needs, debt structures, and the financing considerations affecting nonprofit and other healthcare providers. Experience with tax-exempt bonds, taxable debt, bank financing, private placements, or municipal finance is preferred but not required for candidates with relevant industry experience.
  • Proven track record of client relationship management and successful transaction execution.
  • Strong financial modeling and analytical capabilities.
  • Excellent written and verbal communication skills.
  • Series 52 and 63 and 7 licenses required or willingness to obtain
  • Demonstrated leadership experience, including managing and developing junior team members.

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employees' health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.

The anticipated starting salary range for individuals expressing interest in this position is $150,000 - $200,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market.

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

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