Financial Planner

Cambridge Financial Network; Utah; On-site; USD 45,000 - 130,000; Full time

Job summary

A leading financial advisory firm is seeking Financial Planners to join its supportive and growth-oriented team. The role includes building client relationships, delivering tailored financial strategies, and leveraging a wide range of financial products. Ideal candidates are motivated individuals with a customer service background, eager to make a meaningful impact in their clients' financial futures.

Benefits

Ongoing mentorship and training

Flexible scheduling

Access to top-tier financial products

Licensing and certification support

Performance-based bonuses

Qualifications

• Passionate about helping others achieve financial clarity.
• Prior experience in sales, finance, insurance, or client services is favored.

Responsibilities

• Build and manage a book of clients through consultative conversations.
• Deliver comprehensive financial strategies tailored to individual client goals.
• Guide clients through investment, insurance, retirement, and estate planning options.

Skills

Interpersonal skills

Emotional intelligence

Self-motivated

Goal-oriented

Sales experience

Education

Bachelor's degree or higher

Job description

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Cambridge Financial Network provided pay range

This range is provided by Cambridge Financial Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $130,000.00/yr

Direct message the job poster from Cambridge Financial Network

Director of marketing and lead generation.

At Cambridge Financial Network, we’re a team of mission-driven advisors who help individuals and families build, protect, and grow wealth through holistic, long-term planning. Our firm is built on mentorship, collaboration, and a deep commitment to doing what's right for the client.

We are actively seeking Financial Planners to join our growing team. Whether you're an experienced advisor looking for greater flexibility, or a high-performing professional from a client-facing or sales background looking for a meaningful career change—this opportunity offers powerful growth potential.

-»What You’ll Do

• Build and manage a book of clients through consultative, needs-based conversations
• Deliver comprehensive financial strategies tailored to individual client goals
• Guide clients through investment, insurance, retirement, and estate planning options
• Foster long-term relationships based on trust, service, and ongoing education
• Leverage a wide range of financial products and planning tools
• Collaborate with senior advisors and mentors for training and ongoing development

» What We Offer

• Access to top-tier financial products and advanced planning tools
• Ongoing mentorship, training, and support from seasoned professionals
• Flexible scheduling and autonomy to grow your own practice
• Competitive compensation structure with performance-based bonuses
• Licensing and certification support (if applicable)
• A strong, values-driven culture centered on service and growth

»Who We’re Looking For

• Passionate about helping others achieve financial clarity and success
• Strong interpersonal skills and emotional intelligence
• Self-motivated, goal-oriented, and entrepreneurial
• Prior experience in sales, finance, insurance, or client services is highly valued
• Bachelor's degree or higher (preferred, but not required)
• Must be authorized to work in the U.S.

» Ready to Make a Difference?

If you’re ready to take control of your career, make a lasting impact, and be part of a supportive and ambitious team—we want to hear from you. Apply today and let’s explore what your future could look like at Cambridge Financial Network.

Disclaimer: The salary listed is an average salary for a first year advisor

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Strategy/Planning

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Inferred from the description for this job

401(k)

Medical insurance

Student loan assistance

Disability insurance

Tuition assistance

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