Top 12 Senior financial advisor Jobs in Utah

Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)
EP Wealth Advisors, LLC —Salt Lake City, UT
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Health savings account
- Paid holidays
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Senior Advisor of Plan Solutions
401GO —Sandy, UT
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- Travel
- Health insurance
- Dental insurance
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Workday Financials Sr Consultant
Deloitte —Salt Lake City, UT
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- Bachelor's degree
Tax Senior, Private Equity
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Tax Senior - Real Estate
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Tax Senior - Private Wealth
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Zions Bancorporation —Salt Lake City, UT
- Mid-level
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Tax Senior - Federal / Corporate Tax
Deloitte —Salt Lake City, UT
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Senior - Strategic Partnership Solutions
Deloitte —Salt Lake City, UT
- $78,675 - $160,750 a year
- Full-time
- Hybrid work
- CPA
- 3 years
- Bachelor's degree
Senior Director of Family Wealth Consulting
KeyBank National Association —Salt Lake City, UT
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Continuous improvement

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Senior Wealth Advisor
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Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)

EP Wealth Advisors, LLC
Salt Lake City, UT

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Job Details

Full-time
$90,000 - $120,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

Employee relationship building
Research

Full Job Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships,overseeing financial planning processes, and contributing to the firm’s service offerings.

Duties and Responsibilities

Client Relationship & Plan Development

Client Engagement: Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans.
Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress

Team Support & Process Improvement

Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites

Strategic Involvement & Support

Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration.
Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and

market changes to ensure the firm’s offerings remain competitive and up-to-date

Training & Professional Development

Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs.

Additional Responsibilities

Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.
Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies

for clients.

Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction

Certification: Certified Financial Planner designation.
Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
Education: Bachelor's degree

Compensation: our base range is $90,000 - $120,000 (per year)

#LI-Hybrid

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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senior financial advisor jobs in utah

Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)

Senior Advisor of Plan Solutions

Workday Financials Sr Consultant

Tax Senior, Private Equity

Tax Senior - Real Estate

Tax Senior - Private Wealth

Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix

Tax Senior - Federal / Corporate Tax

Tax Senior - Strategic Partnership Solutions

Senior Director of Family Wealth Consulting

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