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Financial Advisor Wealth Management Financial Consultant

Senior Wealth Planner & Tax Strategy Lead

Job in Tempe, Maricopa County, Arizona, 85280, USA
Listing for: Choreo
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning resources. The ideal candidate has over 10 years of experience in financial and tax planning, holds a CFP/PFS designation, and possesses mastery in planning tools. This role focuses on comprehensive and ad hoc financial plans for diverse clients and involves collaboration with wealth strategists.

The position offers competitive compensation and comprehensive benefits.
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Position Requirements
10+ Years work experience
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