ZipRecruiter

Log In

1

Financial Representative Jobs in Utah (NOW HIRING)

VOLT

Financial Representative

South Jordan, UT · On-site

$20 - $25/hr

As a Financial Representative you will: * Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account. * Data entry and review of ...

next page

Showing results 1-20

All JobsFinancial Representative JobsFinancial Representative Jobs in Utah

Financial Representative information

See Utah salary details

$28.7K

$65.2K

$104.7K

How much do financial representative jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial representative in Utah is $65,207.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $83,800.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Representative, you need a solid understanding of financial products, investment strategies, and sales principles, typically backed by a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and licenses such as Series 6, Series 7, or state insurance certifications are often required. Exceptional interpersonal skills, active listening, and trust-building abilities help you connect with clients and understand their financial goals. These skills and qualifications are crucial for providing tailored financial advice, building lasting client relationships, and ensuring regulatory compliance.

Do you need a degree to be a financial representative?

A degree is not always required to become a financial representative, but many employers prefer candidates with a bachelor's degree in finance, economics, or related fields. Certification such as the Series 7 and Series 66 exams are typically necessary, and strong communication and sales skills are important for success in the role.

What does a financial representative do?

A financial representative, also known as a financial advisor, provides professional financial recommendations to clients. Your primary responsibilities in this career are to guide and plan financial decisions based on the needs, goals, and requirements of your customer. You also suggest financial products and services and offer advice on estate planning, college saving accounts, taxes, mortgages, investments, retirements, insurance, and more. Your duties have you analyzing current accounts, interpreting summaries, developing strategies, and implementing the agreed upon plan to manage client portfolios. A financial representative also delivers reports of accounts and answers economic related questions.

What is the difference between Financial Representative vs Financial Advisor?

AspectFinancial RepresentativeFinancial Advisor
CredentialsLicenses such as Series 6, 7, 63, 65/66, and state insurance licensesCFP, CFA, or other professional certifications often preferred
Work EnvironmentFinancial firms, banks, insurance companiesIndependent firms, banks, or private practices
Employer & Industry UsageCommonly employed by financial services firms and insurance companiesUsed across various financial planning and wealth management firms
Primary FocusSelling financial products and services, client relationship managementProviding comprehensive financial planning and advice

While both roles involve working with clients to manage finances, a Financial Representative primarily focuses on selling financial products and maintaining client relationships within a firm. A Financial Advisor offers broader, personalized financial planning and advice, often with advanced certifications. The roles overlap in credentials and work environment, but differ in scope and service approach.

What does a financial representative do?

A Financial Representative helps clients manage their finances by offering guidance on investments, insurance, retirement planning, and other financial products. They assess clients' financial goals and risk tolerance to recommend suitable financial strategies and solutions. Their role involves building long-term relationships, educating clients about financial options, and assisting with account management. Financial Representatives often work for financial institutions or insurance companies and must stay updated on market trends and regulations.

What are the typical challenges faced by financial representatives when building a client base, and how can they overcome them?

Financial Representatives often face the challenge of establishing trust and credibility with new clients, especially early in their careers. Building a strong client base requires consistent networking, effective communication, and a commitment to understanding clients' unique financial goals. Overcoming these challenges involves leveraging mentorship opportunities, attending community events, and using digital tools to stay connected with prospects. Strong organizational skills and a focus on ongoing professional development can also help Financial Representatives grow their client network and achieve long-term success.
More about Financial Representative jobs

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

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

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

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

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

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

What cities in Utah are hiring for Financial Representative jobs?

Cities in Utah with the most Financial Representative job openings:

What are popular job titles related to Financial Representative jobs in UT?

For Financial Representative jobs in UT, the most frequently searched job titles are:

Financial Representative jobs near you
Infographic showing various Financial Representative job openings in Utah as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,207 per year, or $31.3 per hour.

Financial Representative

VOLT

South Jordan, UT • On-site

$20 - $25/hr

Contractor

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Job description

Volt is immediately hiring a Financial Representative at South Jordan, UT.
As a Financial Representative you will:
  • Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account.
  • Data entry and review of sensitive client information across multiple systems and processes
  • Strong attention to detail with ability to process critical data accurately and timely.
  • Excellent client service skills using both written and oral communication.
  • Experienced user of Microsoft Office products.
  • High organizational ability while being able to prioritize multiple tasks in a changing environment.

Education:
  • 0-2 years of financial domain experience would be great to have.
  • Degree in Accounting/Finance/Mathematics/Economics/Statistics would be highly preferred.

This is a Contract full time opportunity.
Pay Rate: $20.00 - $25.00 per hour
*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.
Benefits: Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).
Volt is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please email hr_dept@volt.com or call (866) -898-0005. Please indicate the specifics of the assistance needed.
Volt does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from VOLT and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at volt-information-sciences-privacy-policy.pdf
Volt Workforce Solutions logo

About Volt Workforce Solutions

Sourced by ZipRecruiter

Volt Workforce Solutions is a recognized leader in the staffing industry, proudly serving the United States and headquartered in Parsippany, NJ. Starting with its humble beginnings in the late 1950s as a publishing company, Volt has grown exponentially to provide quality staffing solutions within a plethora of industries like Technology, Engineering, Accounting, Administrative, Call Centre, and much more. This evolution is concrete proof of the company's dedication to adapt and thrive, embodying its core values of Integrity, Respect, Excellence, Innovation, and Success. Volt’s mission is to make businesses successful by providing what they need most – talented people.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Parsippany, NJ, US

View All Volt Workforce Solutions Jobs

Apply