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Financial Service Professional Jobs in Utah (NOW HIRING)

The Drum Agency

Financial Service Agent

Salt Lake City, UT · On-site +1

$30K - $160K/yr

... financial future while empowering agents to build meaningful, lucrative careers . Through ... professionally, earn at a high level, and enjoy the freedom and flexibility they deserve. At The ...

H&R Block

Block Advisors Client Service Professional

Draper, UT · On-site

$14 - $17.75/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

H&R Block

Block Advisors Client Service Professional

Draper, UT · On-site

$14 - $17.75/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

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All JobsFinancial Service Professional JobsFinancial Service Professional Jobs in Utah

Financial Service Professional information

See Utah salary details

$35K

$86.9K

$132.9K

How much do financial service professional jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial service professional in Utah is $86,945.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,800.00 and $101,100.00 per year, depending on experience, location, and employer.

What is a financial service professional?

Financial Service Professionals are experts who help individuals and businesses manage their finances, plan for the future, and achieve financial goals. They may provide services such as investment advice, retirement planning, insurance solutions, tax strategies, and estate planning. These professionals can work for banks, investment firms, insurance companies, or as independent advisors. Their goal is to help clients make informed decisions about their money and financial security.

What are the key skills and qualifications needed to thrive as a financial service professional?

To thrive as a Financial Service Professional, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or business and relevant industry licenses. Familiarity with financial planning software, CRM systems, and tools like Bloomberg Terminal or Morningstar is typically required. Strong interpersonal skills, integrity, and effective communication set top performers apart in building trust and maintaining client relationships. These skills are crucial for providing sound financial advice, ensuring regulatory adherence, and fostering long-term client satisfaction.

What are some common challenges financial service professionals face when building a client base, and how can they overcome them?

Financial Service Professionals often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining consistent referrals. Overcoming these hurdles typically involves proactive networking, leveraging professional certifications, and providing personalized financial advice tailored to each client's goals. Building long-term relationships through transparent communication and ongoing education can also help establish credibility and foster client loyalty in this dynamic field.

What is the difference between Financial Service Professional vs Financial Advisor?

AspectFinancial Service ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial servicesMore specific to personal financial planning
Common Search & ComparisonOften compared for licensing and rolesCompared for client advisory services

The main difference is that a Financial Service Professional is a broad term covering various roles in financial services, often with different licenses, while a Financial Advisor specifically provides personalized financial planning and advice, usually with advanced certifications like CFP. Both roles work within the financial industry but focus on different aspects of client service and expertise.

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

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

Financial Service Professional jobs near you
Infographic showing various Financial Service Professional job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $86,945 per year, or $41.8 per hour.

Financial Service Representative

South Jordan, UT • On-site

Amicis Global
See more jobs at Amicis Globalexternal

$22 - $24/hr

Contractor

Re-posted yesterday

Job description

Job Title: Financial Service Representative/ Customer Service Representative
Job Location: South Jordan, UT 84095
Job Duration: 12 Months + Extension
Preference for 1 of the following criteria:

College Degree

Previous contact center experience

Position Description:

Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts.

Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.

Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial-related inquiries.

Successful applicants will be highly professional, career-driven, and committed to World-Class Service.

Ability to contribute in a fast-paced, team-oriented environment.

 Aptitude to multitask and adjust quickly to changes in a busy financial service center