Financial Planner

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

Benefits offered by this job

Ongoing mentorship and training

Flexible scheduling

Access to top-tier financial products

Licensing and certification support

Performance-based bonuses

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.

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

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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

Referrals increase your chances of interviewing at Cambridge Financial Network by 2x

Inferred from the description for this job

401(k)

Medical insurance

Student loan assistance

Disability insurance

Tuition assistance

Get notified when a new job is posted.

Sign in to set job alerts for “Financial Planner” roles.

Salt Lake City Metropolitan Area 3 weeks ago

Salt Lake City, UT $100,000.00-$140,000.00 2 weeks ago

Utah, United States $28,000.00-$125,000.00 2 weeks ago

Salt Lake County, UT $24,000.00-$48,000.00 5 months ago

Provo, UT $63,000.00-$200,000.00 2 weeks ago

Salt Lake City Metropolitan Area 1 week ago

Construction Surety Underwriter/Financial Analyst

Salt Lake City, UT $100,000.00-$250,000.00 3 months ago

Commercial Banker - Mid-Corporate Banking - Vice President

Personal Financial Counselor - Hill AFB, UT

Layton, UT $45,655.00-$68,485.00 7 months ago

Financial Advisor (take over an established book/firm)

St George, UT $70,000.00-$150,000.00 4 weeks ago

Personal Financial Counselor - Salt Lake City, UT

Salt Lake City, UT $45,655.00-$68,485.00 7 months ago

Salt Lake City Metropolitan Area 3 weeks ago

Layton, UT $45,655.00-$68,485.00 7 months ago

Personal Financial Counselor - Hill AFB, UT

Financial Solutions Advisor - Consumer Investments - Lindon Financial Center

Personal Financial Counselor - Salt Lake City, UT

Salt Lake City Metropolitan Area 1 week ago

Salt Lake City, UT $45,655.00-$68,485.00 6 months ago

Financial Solutions Advisor Registration Candidate - Jordan Landing Financial Center

Financial Services - Consulting - Guidewire - Business Analyst - Manager

Financial Solutions Advisor - Utah South Market

Financial Solutions Advisor - Utah South Market

Financial Solutions Advisor - Utah South Market

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.