South Jordan, UT

Finance Jobs in South Jordan, UT

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Today

Financial Advisor

Cambridge Financial Network South Jordan, UT

South Jordan, UT

Today

$50k - $200k/yr Full time Advisor Client Relations Client Service

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Job Description

Join Cambridge Financial Network as a Financial Advisor in South Jordan, UT (onsite), supporting clients with tailored planning and ongoing guidance.

Responsibilities

Assist clients in creating personalized financial plans aligned to their life goals and aspirations
Review and interpret financial data to deliver actionable insights and practical recommendations
Build and maintain trusting client relationships through regular communication and follow-up
Monitor market trends and regulatory changes to provide current, tailored advice
Collaborate with the team to refine strategies and improve client service offerings
Use cutting-edge tools and resources to streamline workflows and support improved client outcomes
Perform financial reviews and assessments to confirm plans stay aligned with clients’ evolving needs

Requirements

Experience in financial planning or advisory roles with an emphasis on client-centric solutions
Ability to analyze complex financial data and communicate clear, actionable insights
Demonstrated ability to build and maintain strong client relationships through effective communication
Familiarity with market trends and regulatory changes to support up-to-date recommendations
Proficiency in using financial tools and resources to enhance client outcomes
Strong collaboration skills to work with team members and refine strategies
Commitment to continuous learning and professional development in finance

Compensation

USD 50,000 - 200,000 per year

About Cambridge Financial Network

Mission: To Do Good in our communities and for the families we serve
Committed for over 175 years to keeping promises and providing financial stability through life’s ups and downs
Provides comprehensive support, training, and resources to establish and grow your practice
Seeks driven professionals eager to build a career in financial services while helping clients achieve financial goals
Offers structured support and professional growth opportunities

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1mo ago

Entry-Level Financial Advisor

Cambridge Financial Network South Jordan, UT

South Jordan, UT

1mo ago Closed

$50k - $150k/yr Full time Advisor Client Relations Entry Level

This position is no longer accepting applications (closed Sep 24, 2026).

Job Description

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)

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Finance Jobs in South Jordan, UT

Financial Advisor

Entry-Level Financial Advisor

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