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Personal Financial Coach Jobs in Utah (NOW HIRING)

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 ... You will oversee investment strategies, coach clients through complex financial decisions, and be a ...

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 ... You will oversee investment strategies, coach clients through complex financial decisions, and be a ...

Dentist Advisors

Financial Advisor

Salt Lake City, UT

You will oversee investment strategies, coach clients through complex financial decisions, and be a ... personal finance, and debt management. * Well versed in investment academics, MPT, 4-Factor model ...

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

You will oversee investment strategies, coach clients through complex financial decisions, and be a ... personal finance, and debt management. * Well versed in investment academics, MPT, 4-Factor model ...

First Command

Financial Advisor

Layton, UT

As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. * You will provide guidance ...

VASA Fitness

Personal Trainer

Riverton, UT · On-site

$27 - $76/hr

As a Personal Trainer at VASA, you'll be more than a coach--you'll be a guide on each client ... financial advising, legal advice, and more. * 30+ hours/week: Paid Time Off, Medical / Dental ...

VASA Fitness

Personal Trainer

Riverton, UT · On-site

$76/hr

As a Personal Trainer at VASA, you'll be more than a coach--you'll be a guide on each client ... financial advising, legal advice, and more. * 30+ hours/week: Paid Time Off, Medical / Dental ...

VASA Fitness

Personal Trainer

West Valley City, UT · On-site

$27 - $76/hr

As a Personal Trainer at VASA, you'll be more than a coach--you'll be a guide on each client ... financial advising, legal advice, and more. * 30+ hours/week: Paid Time Off, Medical / Dental ...

VASA Fitness

Personal Trainer

West Valley City, UT · On-site

$76/hr

As a Personal Trainer at VASA, you'll be more than a coach--you'll be a guide on each client ... financial advising, legal advice, and more. * 30+ hours/week: Paid Time Off, Medical / Dental ...

Fairygodboss

Business Relationship Manager I

Orem, UT · On-site

$90 - $140/hr

Identify the personal financial goals and needs of business clients; build collaborative ... coaching Additional details about total compensation and benefits will be provided during the ...

New

VASA Fitness

Certified Personal Trainer

Layton, UT

$27 - $76/hr

As a Personal Trainer at VASA, you'll be more than a coach--you'll be a guide on each client ... financial advising, legal advice, and more. * 30+ hours/week: Paid Time Off, Medical / Dental ...

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All JobsPersonal Financial Coach JobsPersonal Financial Coach Jobs in Utah

Personal Financial Coach information

See Utah salary details

$26.9K

$51.6K

$64.2K

How much do personal financial coach jobs pay per year?

As of Sep 4, 2026, the average yearly pay for personal financial coach in Utah is $51,629.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,400.00 and $58,300.00 per year, depending on experience, location, and employer.

What is a personal financial coach?

A personal financial coach is a professional who helps individuals understand and improve their financial situation. Unlike financial advisors who manage investments, financial coaches focus on teaching clients how to budget, save, reduce debt, and make informed money decisions. They provide guidance, accountability, and support to help clients achieve their financial goals and build long-term financial habits. Personal financial coaches do not typically sell financial products or give investment advice, but instead empower clients to take control of their finances.

What are some common challenges faced by personal financial coaches when working with clients, and how can they be addressed?

Personal Financial Coaches often encounter challenges such as clients’ reluctance to discuss financial setbacks, difficulty in changing spending habits, or inconsistent engagement with financial plans. Building trust through empathy and clear communication is essential to help clients feel comfortable sharing their financial history. Coaches can also use goal-setting techniques and regular check-ins to keep clients motivated and accountable. Collaborating on realistic, incremental action steps makes the process more manageable and increases the likelihood of long-term success.

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

To thrive as a Personal Financial Coach, you need a strong understanding of personal finance principles, budgeting, and debt management, often supported by a relevant degree or certification like AFC (Accredited Financial Counselor). Familiarity with financial planning software, budgeting apps, and tools for credit analysis is typically required. Exceptional communication, empathy, and motivational skills help coaches build trust and empower clients to achieve their financial goals. These competencies ensure clients receive accurate, personalized advice and the encouragement needed to make lasting financial changes.

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

AspectPersonal Financial CoachFinancial Advisor
CredentialsGenerally no specific licensing, but certifications like CFP or AFC are commonLicensed and certified, often CFP, CFA, or CPA
Work EnvironmentOne-on-one coaching, workshops, online platformsClient meetings, investment management, financial planning firms
Services ProvidedBudgeting, goal setting, financial habitsInvestment advice, estate planning, tax strategies
Employer & IndustryIndependent, coaching firms, financial education platformsFinancial firms, banks, wealth management companies

While both roles focus on improving clients' financial health, a Personal Financial Coach primarily guides clients on budgeting, habits, and goal setting without offering investment advice. A Financial Advisor provides comprehensive investment and estate planning services, often requiring licensing and certifications. The choice depends on your financial needs and whether you seek behavioral coaching or investment management.

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

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

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

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

What cities in Utah are hiring for Personal Financial Coach jobs?

Cities in Utah with the most Personal Financial Coach job openings:

Personal Financial Coach jobs near you

Financial Advisor

Dentist Advisors

Holladay, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 16 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