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Senior High Net Worth Financial Planning Strategist

Job in Glendale, Maricopa County, Arizona, 85318, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Senior Financial Planning Strategist to join its High Net Worth Planning Services team. This role emphasizes deep knowledge in financial planning concepts including estate, business, and tax planning. The ideal candidate will have over 10 years of relevant experience and a CFP designation, providing innovative solutions and mentoring colleagues. Competitive compensation includes a salary range of $140,000 – $160,000 plus benefits such as health insurance and a 401k plan.
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Position Requirements
10+ Years work experience
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