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Senior Director of Financial Planning HNW Clients
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-06-26
Listing for:
PowerToFly
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Power To Fly is looking for a Financial Planning Director in Tempe, AZ, who will partner with Financial Advisors to create personalized financial plans for high-net-worth clients. This role involves providing advanced planning strategies and serving as a planning expert.
The ideal candidate has a Bachelor’s degree, CFP® designation, and at least 5 years of experience in wealth strategies. Strong proficiency in tax, estate strategies, and planning platforms are required. The position offers competitive compensation and professional development opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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