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Financial Consultant Wealth Management Financial Advisor

Senior Wealth Planning Strategist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm seeks an experienced Senior Financial Planner to deliver comprehensive wealth management solutions. The role requires engaging clients to create personalized financial plans and mentoring partners. Candidates must hold a CFP® designation and demonstrate extensive experience in financial planning and services. This position focuses on in-office collaboration to foster effective client relationships and deliver strategic insights, using expert-level knowledge in wealth management and financial planning.
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Position Requirements
10+ Years work experience
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