ZipRecruiter

Log In

1

Professional Financial Jobs in Utah (NOW HIRING)

Renaissance Financial

Financial Advisor

Sandy, UT

Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis ... Advisors engage in professional development and training led by and inspired by senior partners ...

Farm Bureau Financial Services

Financial Advisor

Sandy, UT · On-site

$72K - $100K/yr

  • Life

  • Retirement

Collaborate with other professionals to ensure a holistic approach to client financial well-being. Stay current with industry regulations, market developments, and new financial products.

Farm Bureau Financial Services

Financial Advisor

Sandy, UT · On-site

$72K - $100K/yr

  • Life

  • Retirement

Collaborate with other professionals to ensure a holistic approach to client financial well-being. Stay current with industry regulations, market developments, and new financial products.

next page

Showing results 1-20

All JobsProfessional Financial JobsProfessional Financial Jobs in Utah

Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

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

The most popular types of Financial jobs in Utah are:

What cities in Utah are hiring for Professional Financial jobs?

Cities in Utah with the most Professional Financial job openings:

Professional Financial jobs near you

VP Financial Planning & Analysis- GM Financial Bank

GM Financial

Salt Lake City, UT • On-site

Full-time

Retirement

Re-posted 7 days ago

GM Financial rating

8.2

Company rating: 8.2 out of 10

Based on 43 frontline employees who took The Breakroom Quiz

54th of 174 rated vehicle equipment hire

Job description


Why GM Financial Bank?
GM Financial Bank is a newly formed bank. Team members joining now will play a pivotal role in shaping the bank, which will offer auto finance and deposit products. Joining GM Financial Bank means an opportunity to help build a customer-focused bank from the ground up.
The VP Financial Planning and Analysis- GM Financial Bank provides direction for several primary areas: Financial Analysis, Financial Analysis and Planning, Cost Analysis and Activity Based Costing. This team member plans, directs and coordinates financial activities, providing accurate and timely financial and related statistical information to effectively maximize company profitability
Responsibilities
About the role:
This role is responsible for driving financial planning, analysis, and reporting activities by evaluating company performance, identifying trends, and supporting strategic decision-making through forecasting, budgeting, and cost analysis. The position partners closely with business leaders and the parent company's finance team to deliver accurate financial insights, improve operational efficiency, and ensure the achievement of corporate financial goals.
In this role you will:
  • Analyze monthly/quarterly/yearly financial results of the total company and communicate important trends and measures
  • Develop and maintain short and long term corporate planning models
  • Collaborate with parent company financial planning and analysis team to ensure alignment with corporate budgeting and forecasting processes
  • Supply business unit owners with tools and metrics to complete segment analysis
  • Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring timely and accurate completion of each and that fiscal goals are being met
  • Recommends and initiates special projects and service goals and analyzes the financial details of past, present and expected operations in order to identify development opportunities and areas where improvement is needed
  • Evaluate and oversee the a Cost Accounting/Analysis function Evaluate and assign activities associated with completion of processes performed in the Company using agreed upon allocation methods
  • Gather and analyze activity cost data to identify operational improvement opportunities
  • Supply forecast for financial disclosures and management review
  • Prepare ad hoc analysis for management

Qualifications
What makes you an ideal candidate?
  • Advanced knowledge of Activity Based Costing (ABC) and Standard Costing principles.
  • Proficiency with financial analysis systems, including Oracle, SAP, PeopleSoft, Hyperion, Cognos, and Everest.
  • Advanced expertise in financial modeling and valuation tools, including NPV and IRR.
  • Strong understanding of corporate finance and accounting principles.
  • Knowledge of auto lending products, including loans, leases, and floorplan financing.
  • Skilled in budgeting, forecasting, and trend-based financial planning.
  • Experience managing projects and implementing financial strategies and processes.
  • Advanced Excel skills, including macros, pivot tables, charting, and data analysis.
  • Ability to interpret financial documents and perform complex financial analysis.
  • Demonstrated leadership, communication, presentation, and business writing skills, with the ability to collaborate effectively across all management levels.

Additional Knowledge and Skills
Working effectively within an AI enabled environment:
  • Ability to use AI tools (e.g., Microsoft Copilot) to support daily work
  • Skills in evaluating AI outputs for accuracy, compliance, and bias
  • Experience integrating AI into workflows to improve efficiency or insights
  • Familiarity with AI assisted research, summarization, and content generation
  • Understanding of responsible AI use, including ethics and data protection

Work Experience & Education
  • Greater than 10 years ( advanced degrees and/or certifications may compensate for lesser experience) required
  • Bachelor's Degree in Finance, Accounting, Economics or Information Systems (additional business experience may compensate for lack of advanced degrees) required
  • Master's Degree Preferred

Working Conditions
What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), training, GM employee auto discount, community service pay and nine company holidays.
Our Culture: Our team members define and shape our culture - an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work - we thrive.
Work Life Balance: Flexible hybrid work environment, 3-days a week in office
#LI-WB1
#GMFJobs

What GM Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply