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Financial Representative Jobs in Utah (NOW HIRING)

Northwestern Mutual

Financial Advisor

Farmington, UT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Salt Lake City, UT · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Logan, UT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Logan, UT · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Logan, UT

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Logan, UT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Provo, UT

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Provo, UT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

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Showing results 41-60

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.

Insurance Agent with Training

Anderson Region - Modern Woodmen of America

Salt Lake City, UT • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Do you have a relentless competitive spirit? Do you thrive on challenges and achieve greatness in your career and beyond? The Anderson Region at Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team, to support growth across our offices in UT and ID. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region.
At Modern Woodmen of America, our team is dedicated to empowering individuals, families, and communities through trusted financial solutions that promote stability, security, and growth. We are committed to fostering a spirit of unity and support among our members, delivering exceptional service with integrity, compassion, and dedication.
As a fraternal organization, we believe in the power of building lasting relationships, supporting charitable initiatives, and enriching the lives of our members through financial wellness and community engagement. Locally, we are proud to support impactful charities, including the local food bank, which plays a vital role in addressing hunger and providing hope to our neighbors in need. Together, we strive to make a meaningful difference, not only in the financial lives of our members but also in the communities we proudly serve.
Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Check out the varying backgrounds of some of our local leaders:
Ryan Anderson - Regional Director
  • Personal Background: Devoted husband and father of two children.
  • Outside Interests: Enjoys spending time with his wife and two kids, as well as watching Fighting Illini sports.
  • Professional Journey: Graduated from the University of Illinois and immediately began a career with MWA in 2007.
  • Vision at Modern Woodmen: Found a supportive career home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
Jon Ostler - Managing Partner:
  • Began his career with Modern Woodmen in 2013.
  • Jon was formerly in manufacturing in the heat sensor and alarm industry before beginning with MWA.
  • Personally: Jon enjoys spending time with his wife, five kids, and two grandkids. He also loves ATV riding, fishing, camping, and cheering for the Kansas City Chiefs, inspired by Coach Andy Reid's leadership and alignment with LDS values.
Terry Downs - Financial Representative:
  • Started with Modern Woodmen in 2004.
  • Had a very successful career as a top salesman at a local phone store before starting with MWA.
  • Personally: Very passionate and committed to career growth and wanting to help the younger generation grow in their career and prosper financially.  
Doug Hunt - Financial Representative:
  • Began with Modern Woodmen in 2009.
  • Doug was formerly a high school teacher and coached. Also ran his own tree service business.
  • Personally: Very passionate about spending time with his family and working with his kids to help them get ahead. Enjoys running, biking, fishing, and watching college sports.
Role Responsibilities:
  • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
  • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
  • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
  • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
  • Target Achievement: Meet or exceed business development goals.
Perks/Benefits:
  • Strong Income Opportunity. 
  • Potential to earn client member leads. 
  • Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
  • Exclusive training/development with the financial services professional supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental/health insurance, and prescription drug coverage.
  • Voluntary: vision, accident insurance, and/or FSA.
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications:
  • Team-Oriented
  • Enthusiastic
  • Positive Attitude
  • Self-Starter
  • Community-Focused
  • Coachable
  • Athletic Background (bonus)
  • Military Background (bonus)
  • Goal-Driven
  • Willingness to Obtain State Insurance License
  • College Degree (preferred, not required)
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. 

Flexible work from home options available.