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  3. Financial Advisor

Onsite Financial Advisor jobs in Utah, USA

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      Sarah Jenkins

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      Marta W.

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      James Miller

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      Chris V.

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Financial Advisor Jobs in Utah — On-Site Opportunities Await

Utah's financial services industry is expanding, creating strong demand for client-focused professionals, and we currently have 170 financial advisor on-site jobs available across the state. This position offers the chance to work directly with clients, building trust through face-to-face consultations in a dynamic on-site setting. As more residents seek personalized guidance, local firms are eager to hire a financial advisor who can deliver tailored investment strategies.

Successful candidates bring strong analytical skills, a deep understanding of investment products, and genuine interest in helping clients achieve long-term goals. Excellent communication abilities are essential, as building lasting relationships often determines success in this field. Many employers value relevant certifications along with proficiency in planning software. Adaptability and a client-first mindset remain highly valued traits among those browsing financial advisor vacancies today.

On-site work remains the standard for this role in Utah, allowing advisors to meet clients in person, attend local networking events, and collaborate closely with colleagues in office settings. The state's growing advisory sector continues to fuel steady, consistent hiring activity. This in-person approach fosters trust and helps professionals better understand client needs, making Utah an appealing market for those seeking stable, community-focused careers in financial advisor positions.

If you're ready to take the next step in your career, now is an excellent time to explore new opportunities. Global Work AI connects motivated professionals with top employers actively hiring for financial advisor roles across Utah. Take charge of your future and discover a position where your expertise truly makes a difference.

Frequently Asked
Questions

Everything you need to know about
finding your next role
  • What does a financial advisor do day to day?

    A financial advisor typically spends the day meeting with clients, reviewing portfolios, updating plans, and tracking market changes that may affect long-term goals. In the USA, that often includes retirement planning, budgeting guidance, insurance discussions, and tax-aware investment strategies. On-site roles in Utah may also involve in-person reviews, paperwork, and coordination with support staff or compliance teams. The work blends analysis with relationship management, so strong communication matters as much as technical knowledge. If you’re comparing openings, look for employers that clearly define client volume and service expectations.
  • What skills are most important for a financial advisor role?

    Success in a financial advisor position depends on a mix of people skills and analytical judgment. Employers in Utah and across the USA usually look for clear communication, active listening, sales confidence, and the ability to explain complex ideas in plain language. Solid knowledge of investment principles, risk tolerance, and retirement planning is important, along with organization and attention to detail. Because the role is client-facing, trust-building and ethical decision-making are essential. Reviewing current job listings can help you see which strengths are emphasized most often.
  • What qualifications do you need to become a financial advisor in the USA?

    Most employers in the USA expect a bachelor’s degree in finance, business, economics, or a related field, though some will consider strong experience in banking or sales. For a financial advisor career, practical knowledge of investments, retirement accounts, insurance, and client service is highly valued. Many firms also prefer candidates who are comfortable with compliance rules and recordkeeping. In Utah, on-site positions may favor applicants who can work directly with clients and internal teams. As you compare openings, note whether the employer wants entry-level talent or prior advisory experience.
  • What licenses or certifications are required for a financial advisor job in Utah?

    Requirements vary by employer and the type of advice offered, but many financial advisor jobs in Utah involve registration and licensing tied to securities or insurance. Common industry credentials include the FINRA Series 7 and Series 66, or the Series 65 for investment adviser roles, plus state insurance licenses if the job includes annuities or life insurance products. Some firms also value the CFP designation for broader planning work. Because rules depend on the business model, it helps to check each posting carefully and compare the licensing support offered.
  • What is the average financial advisor salary in Utah?

    Pay for a financial advisor in Utah can vary widely based on experience, client book size, firm structure, and whether compensation includes salary, commission, or bonuses. Industry data for the USA shows a broad range for this profession, and Utah often falls near or slightly below national medians for base pay, while total earnings can rise with performance and assets under management. On-site roles in larger metro areas may offer different packages than smaller markets. It’s useful to compare salary bands, payout structure, and benefits across current listings.
  • How does the hiring process work for a financial advisor position?

    Hiring for a financial advisor role usually starts with an application review, followed by one or more interviews that test client-facing skills, ethical judgment, and familiarity with planning concepts. In the USA, employers often ask about prospecting, relationship management, and compliance awareness, especially for regulated accounts. Utah-based on-site firms may also include branch interviews, background checks, and license verification before an offer. Some companies use case studies or role-play scenarios to assess how you’d handle client conversations. Reviewing job descriptions closely can help you prepare for each stage.
  • What career growth opportunities are there for a financial advisor?

    A financial advisor can build a long-term path into senior advising, team leadership, branch management, or specialized planning areas such as retirement, estate, or high-net-worth services. In the USA, many professionals also move into wealth management, portfolio strategy, or training and supervision roles after gaining experience and certifications. Utah firms may reward strong producers with larger client assignments and leadership responsibilities. Those who continue developing credentials and service expertise often have the best advancement prospects. Checking current openings can show which employers support internal promotion and skill development.

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170 jobs found

  • SoFi

    SoFi

    Today

    Investment specialist ii

    Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re...

    onsite, Cottonwood Heights, UT, United States
    Full TimeJunior (<2 years)
  • First Bank

    First Bank

    Today

    Client advisor

    Thank you for your interest in joining First Bank. If you’re looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you’ve come to the right...

    onsite, Mt. Carmel, UT, United States
    Full TimeJunior (<2 years)
  • Raymond James

    Raymond James

    Today

    Part-time client service associate (salt lake city, ut)

    Job Description Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows...

    onsite, Salt Lake City, UT, United States
    Part TimeJunior (<2 years)
  • Frazil

    Frazil

    2 days ago

    Finance manager

    Position Overview Freezing Point is the fastest growing frozen beverage company in the US and the maker of Frazil, 100% Juice Frazil, Frazil Energy, Café Tango, and Frazil Fizz! We are a growing,...

    onsite, Salt Lake City, UT, United States
    $120k – $140k/yrFull TimeLead / Manager
  • Sintx Technologies Inc

    Sintx Technologies Inc

    2 days ago

    Senior financial analyst

    About the Role SINTX Technologies is seeking a Senior Financial Analyst to join our lean, collaborative team. Reporting directly to the Chief Financial Officer (CFO), this individual will own and...

    onsite, Salt Lake City, UT, United States
    Full TimeSenior (5+ years)
  • SkyWest Airlines

    SkyWest Airlines

    3 days ago

    Financial analyst

    About SkyWest SkyWest is the largest regional airline in the United States and partners with four major airline carriers. More importantly, we’re known for our reliability, service, and our...

    onsite, St. George, UT, United States
    Full TimeJunior (<2 years)
  • Bank of America

    Bank of America

    3 days ago

    Financial solutions advisor registration candidate - utah north market

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...

    onsite, Salt Lake City, UT, United States
    Full TimeJunior (<2 years)
  • Horace Mann - Agent Opportunities

    Horace Mann - Agent Opportunities

    5 days ago

    Insurance producer - orem ut

    Join Horace Mann: Empower Educators, Achieve Financial Success Ready to Make a Difference? Join Horace Mann today and take the first step toward achieving your career and financial goals while making...

    onsite, Orem, UT, United States
    Full TimeJunior (<2 years)
  • Albany International Corp.

    Albany International Corp.

    5 days ago

    Sr. financial planner & analyst

    Job Purpose The Sr. Financial Planner & Analyst will provide analysis of results, advice and leadership regarding achieving operations plans and business objectives with the primary focus of...

    onsite, Salt Lake City, UT, United States
    Full TimeSenior (5+ years)
  • Raymond James

    Raymond James

    6 days ago

    Registered client service associate (cottonwood heights, ut)

    Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple...

    onsite, Cottonwood Heights, UT, United States
    Full TimeJunior (<2 years)
  • Merrick Bank

    Merrick Bank

    8 days ago

    Director financial planning & analysis

    Join our team and build your career with momentum as we champion your growth, elevate your ideas and engage you in purpose-driven work that makes a real difference every day. Who we are Founded in...

    onsite, South Jordan, UT, United States
    Full TimeDirector
  • Bruno

    Bruno

    8 days ago

    Consulting actuary – retirement & pension

    The Opportunity Bruno is connecting with credentialed actuaries who bring a combination of technical expertise, consulting experience, and a strong understanding of retirement benefit programs. We're...

    onsite, Salt Lake City, UT, United States
    Full TimeSenior (5+ years)
  • Mountain America Credit Union

    Mountain America Credit Union

    9 days ago

    Financial service representative (loan officer)

    Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview,...

    onsite, America Fork, UT, United States
    $38k/yrFull TimeJunior (<2 years)
  • Renaissance Financial

    Renaissance Financial

    9 days ago

    Administrative assistant

    About Renaissance Financial Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using...

    onsite, Omaha, NE, United States
    Full TimeEntry with Degree
  • Mountain America Credit Union

    Mountain America Credit Union

    10 days ago

    Portfolio management underwriter

    Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview,...

    onsite, Sandy, UT, United States
    Full TimeEntry with Degree
  • Bank of America

    Bank of America

    10 days ago

    Financial solutions advisor - utah south market - spanish preferred

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...

    onsite, American Fork, UT, United States
    Full TimeJunior (<2 years)
  • University of Utah Health

    University of Utah Health

    10 days ago

    Director, financial analytics and modeling

    Overview As a patient-focused organization, University of Utah Health exists to enhance the health and well-being of people through patient care, research and education. Success in this mission...

    onsite, Salt Lake City, UT, United States
    Full TimeDirector
  • WebBank

    WebBank

    10 days ago

    Counsel - capital markets and commercial transactions

    About WebBank: WebBank (the “Bank”) is a Utah-chartered Industrial Bank headquartered in Salt Lake City, Utah. As “The Bank Behind the Brand®”, WebBank is a national issuer of consumer and small...

    onsite, Salt Lake City, UT, United States
    Full TimeLead / Manager
  • Southern Utah University

    Southern Utah University

    11 days ago

    Financial aid counselor

    Position Summary The Financial Aid Counselor will be responsible for all aspects of Federal Financial Aid for assigned portion of the alphabet and must be able to work independently to perform tasks...

    onsite, Cedar City, UT, United States
    $38k – $42k/yrFull TimeJunior (<2 years)
  • Zions Bancorporation

    Zions Bancorporation

    12 days ago

    Wealth service associate - salt lake city, ut or houston, tx or boise, id or phoenix, az

    Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions...

    onsite, Boise, ID, United States
    Full TimeJunior (<2 years)
  • Zions Bancorporation

    Zions Bancorporation

    12 days ago

    Centralized wealth advisor - salt lake city, ut

    Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions...

    onsite, Salt Lake City, UT, United States
    $75k – $85k/yrFull TimeJunior (<2 years)
  • D.A. Davidson

    D.A. Davidson

    13 days ago

    Director, private wealth

    D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of...

    onsite, Boise, ID, United States
    $190k – $245k/yrFull TimeDirector
  • Soltis Investment Advisors

    Soltis Investment Advisors

    14 days ago

    Wealth management analyst - lehi

    About Soltis Investment Advisors, LLC Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We...

    onsite, Lehi, UT, United States
    Full TimeEntry with Degree
  • Bank of America

    Bank of America

    15 days ago

    Consumer investments market leader - utah south market

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...

    onsite, Salt Lake City, UT, United States
    Full TimeLead / Manager
  • Mountain America Credit Union

    Mountain America Credit Union

    16 days ago

    Wealth management member service associate

    Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview,...

    onsite, West Jordan, UT, United States
    Full TimeJunior (<2 years)
  • EY

    EY

    17 days ago

    Tech consulting - ai finance - senior -location open

    Location: Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Cincinnati, Cleveland, Dallas, Denver, Des Moines,...

    onsite, Akron, OH, United States
    $103k – $213k/yrFull TimeSenior (5+ years)
  • Soltis Investment Advisors

    Soltis Investment Advisors

    17 days ago

    Tax advisor

    About Soltis Investment Advisors, LLC Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We...

    onsite, Bellevue, WA, United States
    $75k – $95k/yrFull TimeJunior (<2 years)
  • Ken Garff Automotive Group

    Ken Garff Automotive Group

    19 days ago

    Dealership car sales advisor

    Considering a career with Ken Garff Automotive Group means you are in for a great ride (excuse the car metaphor)! We’re not your standard dealership or group of dealerships and we are pretty darn...

    onsite, Orem, UT, United States
    Full TimeEntry with Degree
  • Farm-Bureau-Financial-Services

    Farm-Bureau-Financial-Services

    21 days ago

    Financial advisor

    Farm Bureau Financial Services Financial Advisor Job Overview Company: Farm Bureau Financial Services Job Title: Investment Advisor Representative Job Location: Sandy, UT Industry: Insurance,...

    onsite, Sandy, UT, United States
    $72k/yrFull TimeJunior (<2 years)
  • Zions Bancorporation

    Zions Bancorporation

    22 days ago

    Wealth management practice management consultant - salt lake city or houston or los angeles

    Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon,...

    onsite, Houston, TX, United States
    $110k – $150k/yrFull TimeSenior (5+ years)
  • Renaissance Financial

    Renaissance Financial

    22 days ago

    Advisor growth and resource director

    About Renaissance Financial Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using...

    onsite, Salt Lake City, UT, United States
    Full TimeDirector
  • JPMorgan Chase & Co.

    JPMorgan Chase & Co.

    23 days ago

    Senior home lending advisor - ogden ut

    Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving...

    onsite, Ogden, UT, United States
    Full TimeSenior (5+ years)
  • Addepar

    Addepar

    23 days ago

    Sr. product manager - advisor experience

    Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and...

    onsite, New York City, NY, United States
    $142k – $223k/yrFull TimeSenior (5+ years)
  • Immersive Technologies

    Immersive Technologies

    24 days ago

    Senior advisor | mining advisory & operational excellence

    Senior Advisor | Mining Advisory & Operational Excellence Shape the Future of Mining Performance At Immersive Technologies, we partner with some of the world's leading mining organizations to improve...

    onsite, Salt Lake City, UT, United States
    Full TimeSenior (5+ years)
  • Columbia Bank

    Columbia Bank

    a month ago

    Senior wealth advisor

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers...

    onsite, Eugene, OR, United States
    Full TimeSenior (5+ years)
  • Columbia Bank

    Columbia Bank

    a month ago

    Trust portfolio manager

    About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment...

    onsite, Los Angeles, CA, United States
    $102k – $190k/yrFull TimeSenior (5+ years)
  • Sunrun

    Sunrun

    a month ago

    Sr. financial analyst

    At Sunrun, we’re on a mission to change the way the world interacts with energy, and we’re building a company and brand that puts power at the center of life. To do it, we’re designing a dynamic...

    onsite, Lehi, UT, United States
    $98k – $131k/yrFull TimeSenior (5+ years)
  • Bank of America

    Bank of America

    a month ago

    Senior banker ii - north ogden financial center

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...

    onsite, North Ogden, UT, United States
    Full TimeSenior (5+ years)
  • D.A. Davidson

    D.A. Davidson

    a month ago

    Planning coordinator

    D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of...

    onsite, Boise, ID, United States
    $65k – $80k/yrFull TimeJunior (<2 years)
  • Raymond James

    Raymond James

    a month ago

    Client service associate (salt lake city, ut)

    Job Description Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows...

    onsite, Salt Lake City, UT, United States
    Full TimeJunior (<2 years)

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