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Professional Advisor Jobs in Utah (NOW HIRING)

University of Utah

Academic Advisor I

Salt Lake City, UT · On-site

$48K - $51K/yr

Actively engages in campus-based professional development communities, including but not limited to "UAAC or other relevant campus-based organizations that advances direct skills in academic advising.

Dentist Advisors

Financial Advisor

Holladay, UT

Dentist Advisors Relocation not required OUR PURPOSE Connect. Educate. Empower Dentist Advisors has ... Experience working with dentists, medical professionals, or other high net worth clients

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Dentist Advisors Relocation not required OUR PURPOSE Connect. Educate. Empower Dentist Advisors has ... Experience working with dentists, medical professionals, or other high net worth clients

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Professional Advisor information

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How much do professional advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for professional advisor in Utah is $17.21, according to ZipRecruiter salary data. Most workers in this role earn between $16.39 and $17.50 per hour, depending on experience, location, and employer.

How does a professional advisor typically collaborate with clients and other specialists to provide comprehensive guidance?

Professional Advisors often work closely with clients to understand their unique needs and objectives, whether in finance, education, or career development. Collaboration with other specialists—such as accountants, lawyers, or subject-matter experts—is common to ensure clients receive well-rounded advice. Regular meetings, both one-on-one and in team settings, are typical, and Advisors must be skilled at translating complex information into actionable plans. This collaborative approach not only enhances the quality of service but also helps Advisors build a strong professional network.

What is a professional advisor?

Professional advisors are experts who provide guidance, support, and recommendations in specific fields such as finance, education, law, or business. They use their specialized knowledge to help individuals or organizations make informed decisions, solve problems, and achieve goals. Their role often involves analyzing situations, developing strategies, and ensuring clients understand their options and obligations.

Do you need a degree to be a professional advisor?

A degree is not always required to become a professional advisor, but many employers prefer candidates with a relevant bachelor's degree or higher in fields such as finance, law, or counseling. Relevant certifications, experience, and strong interpersonal skills can also be important for success in this role.

What degree do you need to be a professional advisor?

A professional advisor typically needs at least a bachelor's degree in a relevant field such as business, finance, law, or counseling. Advanced roles may require a master's degree or professional certifications, depending on the industry and specific responsibilities.

What is the difference between Professional Advisor vs Financial Advisor?

AspectProfessional AdvisorFinancial Advisor
Required CredentialsVaries by industry, often includes certifications like CPA, CFP, or industry-specific licensesTypically requires CFP, Series 7, or other financial planning licenses
Work EnvironmentConsulting firms, corporate settings, or independent practiceFinancial institutions, banks, or independent practice
Employer & Industry UsageUsed across various industries including finance, consulting, and corporate sectorsPrimarily in finance and investment sectors
Common Search & Comparison IntentUnderstanding roles, credentials, and services offeredSeeking financial planning, investment advice, or wealth management

The main difference between a Professional Advisor and a Financial Advisor lies in their industry focus and credentials. Professional Advisors often have industry-specific certifications and work across various sectors, while Financial Advisors specialize in financial planning and investment management. Both roles require relevant licenses and serve clients by providing expert advice, but their scope and industry context differ.

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

To thrive as a Professional Advisor, you need expertise in your advisory field, strong analytical abilities, and relevant educational credentials—often a bachelor’s or master’s degree in a related discipline. Familiarity with industry-specific software (such as CRM systems), data analysis tools, and, in some cases, professional certifications like CFP or CFA is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor effective solutions. These competencies ensure advisors provide credible, personalized guidance that effectively addresses client needs and fosters long-term relationships.
What are the most commonly searched types of Advisor jobs in Utah? The most popular types of Advisor jobs in Utah are:
What cities in Utah are hiring for Professional Advisor jobs? Cities in Utah with the most Professional Advisor job openings:
Professional Advisor jobs near you

Financial Advisor

Dentist Advisors

Salt Lake City, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 4 days ago

Job description

Financial Advisor

Dentist Advisors

Location: South Jordan, UT

Salary: Open

Type: Full Time – Experienced

Category: Wealth Advisor

OUR VISION

“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.” 

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. 

Our corporate mission is to design and uphold the universal standard of holistic financial health (for as many people as possible, as long as we can maintain quality). The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.  

Our Elements® App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors. 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. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology. 

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 quarterback 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 development.

JOBS TO BE DONE

  • Conduct initial consultations with prospective clients
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing performance summaries
  • Provide ongoing, proactive financial guidance for clients
  • Mentor our associate advisors
  • Use Salesforce CRM to manage daily tasks and monitor client activity

REQUIRED SKILLS AND EXPERIENCE

  • Bachelor’s degree
  • 3+ years of client-facing financial advisor experience
  • Financial securities license
  • Strong technical competence related to qualified 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® or CFA® 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
  • Prioritize getting it right over being 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

WHAT'S IN IT FOR YOU?

As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.

While some firms allow their culture to “happen” we consider it the most important part of our business strategy.

We strive for a work environment where each employee:

  • Feels safe and accepted
  • Finds purpose
  • Makes continual progress
  • Maintains work/life balance
  • Has fun

This position’s compensation package includes:

  • Opportunity to start at the ground floor of a rapidly growing, funded start-up
  • 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
  • Quarterly offsite team building events
  • Weekly office lunch / stocked onsite snack cupboard
Employment Type: FULL_TIME

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