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Personal Financial Advisor Jobs in Utah (NOW HIRING)

Dentist Advisors

Financial Advisor

Holladay, UT

Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental ...

First Command

Financial Advisor

Layton, UT

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... As the personal coach to our Nation's military families, you will focus on financial plans that are ...

Renaissance Financial

Financial Advisor

Sandy, UT

Using creative business and personal planning, we help our clients achieve financial freedom... one ... Advisors engage in professional development and training led by and inspired by senior partners ...

Dentist Advisors

Associate Advisor

Holladay, UT

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry ...

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry ...

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Personal Financial Advisor information

See Utah salary details

$34.1K

$60.2K

$86K

How much do personal financial advisor jobs pay per year?

As of Aug 27, 2026, the average yearly pay for personal financial advisor in Utah is $60,234.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $77,400.00 per year, depending on experience, location, and employer.

What is a personal financial advisor?

A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.

What does a personal financial advisor do?

A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

What are the key skills and qualifications needed to thrive as a personal financial advisor?

To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.

How do personal financial advisors typically build and maintain client relationships in their daily work?

Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.

What is the difference between Personal Financial Advisor vs Financial Planner?

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management

Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.

Can you work for yourself as a personal financial advisor?

Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, often requiring relevant certifications like the CFP and strong client management skills. Many advisors operate as independent contractors or own their own businesses, providing personalized financial planning services. Licensing and compliance with industry regulations are essential for self-employment in this field.

How much do personal financial advisors get paid?

Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.
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Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $60,234 per year, or $29 per hour.

Financial Advisor

Dentist Advisors

Holladay, UT

Full-time

Medical, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Dentist Advisors

Relocation not required


OUR PURPOSE

Connect. Educate. Empower


Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.

Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment.

OUR CORE VALUES

  • Win together
  • Be direct
  • Embrace change
  • See it through
  • Make it fun


THE POSITION

We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the point person for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content creation.


JOBS TO BE DONE

  • Conduct initial consultations with prospects and and secure new relationships
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing reports
  • Provide ongoing, proactive, and comprehensive financial guidance for clients
  • Lead business development initiatives and collaborate with the marketing team for lead generation
  • Train, mentor, and collaborate with other advisors
  • Recommend and implement changes to improve the client experience


REQUIRED SKILLS AND EXPERIENCE

  • Bachelor's degree
  • 3+ years of financial advisor experience
  • Financial securities license
  • Strong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management
  • Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing


PREFERRED EDUCATION, SKILLS AND EXPERIENCE

  • Bachelor's degree in finance, accounting, or business
  • CFP designation
  • Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
  • Experience working with dentists, medical professionals, or other high net worth clients
  • Familiarity with Salesforce CRM and eMoney software

WHO YOU ARE

  • Strong interpersonal skills, with the ability to gain the trust of successful professionals
  • Excellent written and verbal communicator
  • Prioritizegetting it rightoverbeing right
  • Comfortable in a start-up environment
  • Collaborative
  • Willing to challenge clients, employees, and management directly
  • Able to receive direct feedback constructively
  • Organized
  • Attentive to details
  • Self-starter and learner
  • Willing to adapt to rapid change
  • Reliable


    This position's compensation package includes:

    • Opportunity to join a high-growth firm with a start-up mentality
    • Group health insurance
    • 401(k) retirement plan (up to 6% company match)
    • Company-paid life and disability insurance
    • Generous paid time off schedule
    • Paid parental leave
    • Gym membership
    • Continuing education reimbursement
    • Complimentary investment management service
    • Regular offsite team building events

    Apply