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Senior HNW Wealth Planner & Strategy Lead
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-06-17
Listing for:
Downtown Boulder Partnership
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
The Downtown Boulder Partnership is seeking a Senior Planner for the High Net Worth Team in Tempe, AZ. This position requires expertise in financial planning and experience working closely with clients and financial advisors to deliver tailored financial solutions.
Successful candidates will have a Bachelor’s degree in finance or a related field, extensive industry experience, and strong communication skills. The role includes responsibilities in managing team objectives and requires a CFP certification.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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