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Financial Advisor / Consultant Wealth Management

Client-Focused Financial Planner

Job in Mesa, Maricopa County, Arizona, 85201, USA
Listing for: Modern Wealth Management
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in the Phoenix/Mesa area is seeking a Financial Planner to provide comprehensive financial planning and advice. Responsibilities include preparing and presenting financial plans, collaborating with Lead Advisors, and maintaining client documentation to enhance the client experience. Ideal candidates have a CFP® designation and at least 3 years of experience in financial planning, ensuring a strong technical understanding of investments, retirement planning, and related areas.
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