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Wealth Management Financial Consultant

Senior Wealth & Estate Planning Strategist

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Mosaec
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial planning services firm located in Scottsdale, Arizona is seeking a Senior Financial Planning Strategist. The ideal candidate will have over 10 years of experience and a deep understanding of high net worth estate, business, and tax planning strategies. This role involves providing innovative financial solutions, conducting research, and mentoring junior colleagues. A CFP designation and strong communication skills are essential.

The position comes with a competitive salary and a hybrid work schedule.
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Position Requirements
10+ Years work experience
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