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Financial Consultant Financial Advisor

Senior HNW Financial Planner - Strategic Client Impact

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Planner in Tempe, AZ. This role involves leading financial planning for high net worth clients alongside Financial Advisors, requiring a Bachelor's degree, CFP designation, and over 10 years of experience. Key responsibilities include developing financial strategies, managing client relationships, and collaborating with internal and external experts. The firm offers a competitive compensation package and values work-life flexibility, with opportunities for hybrid work.
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Position Requirements
10+ Years work experience
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