About this opportunity
Modern Wealth Management lists this Financial Planner opportunity in mesa, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Title: Financial Planner
Location: Phoenix/Mesa, AZ
Job Overview
The primary responsibility of a Financial Planner is to deliver high-quality, comprehensive financial planning to existing clients while partnering closely with Lead Advisors to ensure a consistent and exceptional client experience.This position is primarily focused on planning and client service delivery rather than new business development. The Financial Planner will spend the majority of their time deepening client relationships, preparing and presenting financial plans, and supporting long-term client strategy.
Primary Duties / Key Responsibilities
Deliver comprehensive financial planning and advice across investments, retirement, tax, insurance, and estate considerations
Serve as a primary planning partner to assigned clients in collaboration with a Lead Advisor
Prepare, present, and update financial plans based on client goals, life events, and market conditions
Participate in and lead client meetings as appropriate, ensuring clear communication and follow-through
Collaborate with Lead Advisors and Client Service teams to ensure timely execution of client requests
Proactively identify planning opportunities within existing client relationships
Support client onboarding and client transitions as needed
Maintain accurate documentation and planning records in firm systems
Contribute to the continuous improvement of planning processes and client experience standards
Qualifications CFP® designation required
College degree preferred
Minimum of 3 years of experience in financial planning, advisory services, or a related role
Strong technical planning skills with the ability to explain complex concepts clearly to clients
Collaborative mindset with the ability to operate as a peer partner within an advisory team
High attention to detail and strong follow-through
Military-equivalent job experience accepted
Compensation Base Salary (Phoenix Metro): $90,000 - $120,000 , with no bonus eligibility.
Total compensation may vary based on role scope, performance, and firm profitability
Worksite address
mesa, AZ, 85123, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.