Entry-Level Financial Advisor

Start an entry-level career in financial advising in South Jordan, UT, with commission-based earnings and structured support.

Responsibilities

• Work with clients to create personalized financial plans aligned to their goals and aspirations
• Educate clients on investment options to support informed decision-making
• Build and maintain long-term client relationships based on trust and confidence in advisory services
• Keep current on industry trends and regulations to deliver relevant, up-to-date guidance
• Collaborate with team members to share insights and strategies that strengthen collective expertise
• Use provided tools and resources to analyze client portfolios and recommend portfolio adjustments
• Conduct regular account reviews to confirm plans remain aligned with clients’ evolving objectives

Requirements

• Experience in financial planning or a related field is a plus, but not required
• Ability to explain complex financial concepts in a clear, accessible way
• Demonstrated ability to build and maintain strong client relationships
• Strong analytical skills to evaluate financial data and market trends
• Capacity to work both independently and as part of a team
• Proficiency using financial software and tools to produce detailed reports
• Commitment to continuous learning and ongoing professional development in finance

Technologies

• Financial software

Compensation

• $50,000 - $150,000 per year
• Commission-driven structure

Benefits

• Comprehensive training programs
• Flexible work arrangements tailored to your needs
• Commission-driven earnings structure with no stated limits
• Access to tools and resources to establish and grow client relationships
• Support, training, and resources to build and develop your practice
• Structured support and professional growth opportunities

Company mission and overview

• Mission: “To Do Good in our communities and for the families we serve.”
• Committed for over 175 years to keeping promises and supporting financial stability through life’s changes
• Products designed to help individuals plan for the future with confidence
• Provides comprehensive support, training, and resources to establish and grow a practice
• Equips advisors with tools to develop client relationships, navigate the industry, and deliver tailored financial solutions
• Seeks driven professionals interested in building a career in financial services while helping clients pursue their financial goals

Location: South Jordan, UT (onsite)