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Professional Financial Jobs in Roy, UT (NOW HIRING)

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Professional Financial information

See Roy, UT salary details

$36.7K

$91.1K

$139.3K

How much do professional financial jobs pay per year?

As of Aug 15, 2026, the average yearly pay for professional financial in Roy, UT is $91,091.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,300.00 and $105,900.00 per year, depending on experience, location, and employer.

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 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 cities near Roy, UT are hiring for Professional Financial jobs?

Cities near Roy, UT with the most Professional Financial job openings:

Professional Financial jobs near you

Financial Services Representative (Bilingual)

World Acceptance Corporation

Ogden, UT • On-site

$18 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

The Financial Services Representative Bilingual (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and
Compensation
$18-$20 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.
Why Join World:
  • Strong growth opportunities - Many of our leaders, including executives, started in this role
  • Promote-from-within culture - A large percentage of team members advance into leadership roles
  • Performance-based earnings - Bonus opportunities tied to branch results
  • Comprehensive benefits for all stages of life - Including major medical, dental, vision, life insurance, long-term disability, and free mental health support
  • Retirement and time off - 401(k) with company match, paid holidays, and vacation time
  • Community focus - Paid volunteer time and a strong commitment to giving back
  • Work-life balance - Predictable schedules with a focus on time outside of work

About World Finance:
World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.
Essential Duties and Responsibilities:
  • Drive and close loan sales by taking applications, explaining terms, and asking for the business
  • Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment
  • Manage delinquent accounts by securing payments and setting payment arrangements
  • Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
  • Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations
  • Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
  • Process payments, account updates, tax-related documentation, and document all activity in company systems
  • Maintain accurate and compliant records, including timely credit denial letters and required tax documentation
  • Handle and balance cash, and complete required bank runs to deliver deposits
  • Follow company policies, procedures, and regulatory requirements
  • Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Basic Requirements:
  • High school diploma or equivalent
  • Valid driver's license, reliable transportation, and current insurance
  • Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
  • Ability to obtain required insurance licensing
  • Bilingual speaking in English and Spanish

Experience & Skills:
  • Experience in sales, customer service, collections, or account management with measurable results
  • Proven ability to handle high-volume calls and difficult customer conversations
  • Track record of meeting or exceeding goals in a fast-paced environment
  • Strong communication, problem-solving, and organizational skills
  • Basic computer skills with accurate and consistent data entry

Preferred Backgrounds:
Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is preferred.
Physical and Environmental Requirements:
  • Office based role with standard lighting and noise levels
  • Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs
  • Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities
  • Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)
  • Ability to perform computer work, handle documents, and communicate information effectively
  • Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking
  • Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically
  • May assist with general office upkeep to maintain a professional environment
  • Occasional local travel to offsite locations and banks as required for business purposes

Disclaimers:
World Finance is an Equal Opportunity Employer and provides reasonable accommodation(s) to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. Applicants or employees who believe they need reasonable accommodation(s) should contact Human Resources or their manager.
The duties and responsibilities listed above present the essential functions of the position. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these essential functions, unless doing so would cause undue hardship to the Company.
The physical and environmental demands described above are representative of those that must be met to successfully perform the essential functions of the job. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these functions.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

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