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Senior Financial Advisor Jobs in Utah (NOW HIRING)

Renaissance Financial

Financial Advisor

Sandy, UT · On-site

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 ...

Tech9

Senior Advisor of Plan Solutions

Sandy, UT · On-site

$90 - $120/hr

# Senior Advisor of Plan SolutionsApply for this jobLocationSandy, UTDepartmentSales - Biz Dev (FA ... Financial and/or Retirement designations (AIF, CFP, QKA, CPRC, QKC)* Strong leadership presence ...

New

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

... a financial advisor. If you're pursuing (or considering) your CFP ® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

... a financial advisor. If you're pursuing (or considering) your CFP ® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Utah

Senior Financial Advisor information

See Utah salary details

$63.3K

$121.2K

$191.2K

How much do senior financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for senior financial advisor in Utah is $121,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,000.00 and $134,300.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

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

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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

The most popular types of Financial Advisor jobs in Utah are:

What cities in Utah are hiring for Senior Financial Advisor jobs?

Cities in Utah with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Utah as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $121,227 per year, or $58.3 per hour.

Financial Advisor

Renaissance Financial

Sandy, UT • On-site

Full-time

Re-posted 3 days ago

Job description

About Renaissance Financial 

What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix and Salt Lake City.Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time.We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom. 

We support equal opportunity. We celebrate diversity and are committed to creating an inclusive environment for all.

Licenses & Registrations Required

  • Life & Health Insurance
  • FINRA SIE 
  • FINRA Series 7 
  • FINRA Series 66 

      *Required registrations and licenses to be completed upon offer acceptance 

      Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career. 

      We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. 

      Primary Responsibilities 

      • Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships 
      • Implement target marketing strategies to engage your ideal prospective clients to capitalize on referrals 
      • Design and execute innovative and customized financial strategies for clients in efforts to help them meet their financial goals and needs 
      • Manage resources to run your own productive practice while utilizing the experience of specialists within the firm 

          Essential Characteristics 

          • Strong verbal and written communication skills to effectively convey information and build trust 
          • Capacity to assess client needs and financial situations to design effective strategies 
          • Ability to address and resolve complex financial issues with tailored solutions 
          • Skills in implementing marketing strategies to attract and engage ideal clients 
          • Dedication to fostering long-term relationships 
          • Capable to update strategies based on market conditions 
          • Building and maintaining client trust through honesty and reliability 

                    Apply