Top 32 Financial planner Jobs in Flagstaff Az

Financial Planner 3+ Years Experience
Babb Financial Group —Flagstaff, AZ
- $100,000 - $150,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
- Profit sharing
- Disability insurance
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Financial Consultant
WealthBridge Financial Group —Flagstaff, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Tax Director
AKRE & Associates —Arizona
- $175,000 a year
- Remote
- CPA
- 5 years
- QuickBooks
Quick Apply
4d
Financial Advisor
Heffernan Financial —Flagstaff, AZ
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
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Relationship Banker - West Sedona - Sedona, AZ
JPMorganChase —Sedona, AZ
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
5d
Benefits Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- 3 years
- Finance
- Paid parental leave
- Paid holidays
19h

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Financial Consultant
WealthBridge Financial Group —Flagstaff, AZ
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $150,000 a year
Quick Apply
Financial Planner 3+ Years Experience
Babb Financial Group —Flagstaff, AZ
Other designations/license (JD, CFA, CPA) are valuable. *Credentials*: CFP® certification (preferred). Collaborate with our team to deliver comprehensive…
$100,000 - $150,000 a year
Quick Apply

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financial planner jobs near flagstaff az

Financial Planner 3+ Years Experience

Babb Financial Group
Flagstaff, AZ

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Job Details

Full-time
$100,000 - $150,000 a year

Benefits

Profit sharing
Open paid time off
Disability insurance
Relocation assistance
401(k) 3% Match
401(k)
Paid time off
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Financial planning
Financial plan development
Bachelor's degree
Series 65

Full Job Description

About Us

Since 1981, Babb Financial Group has been guiding individuals, families, and business owners through life’s financial complexities. We believe planning isn’t about transactions — it’s about relationships. Our purpose is simple: we guide people to peace of mind, solve the hard problems, and provide a team clients can rely on.

About the Role

We’re seeking a Financial Planner who can connect easily with people, build lasting relationships, and thrive in a team-based environment. You’ll serve a large group of existing clients while assisting in onboarding new ones, working alongside senior advisors and our planning support team to deliver the Babb client experience.

This role is ideal for someone who is outgoing, engaging, and values collaboration — someone who clients feel comfortable with right away. Technical expertise matters, but just as important is your ability to communicate clearly, listen deeply, and guide clients with confidence and empathy.

What You’ll Do

Manage and deepen relationships with an existing client base.
Support onboarding of new clients into our process.
Collaborate with our team to deliver comprehensive financial planning and coordinated tax strategies.
Provide guidance on financial planning and investment management topics.
Partner with outside professionals (CPAs, attorneys, etc.) when needed.
Ensure follow-through so clients experience clarity, organization, and peace of mind.

What We’re Looking For

Credentials: CFP® certification (preferred). Other designations/license (JD, CFA, CPA) are valuable.
Licenses: Series 65 & Life/Health Insurance License.
Experience: 3+ years of advisory experience.
Qualities: Outgoing, personable, strong communicator, detail-conscious, and team-oriented.
Mindset: Growth-oriented, collaborative, and eager to advance.

Compensation & Benefits

Salary: $100,000 – $150,000, commensurate with experience.
401(k) with 3% non-discretionary contribution and profit sharing after 1 year.
Career tracks
Annual CFP® fees and approved CE expenses covered.
Open PTO and Friday afternoons free when work is complete.
Company-paid life and disability insurance (no group health offered).
Business travel expenses reimbursed for approved conferences and client meetings.

Job Type: Full-time

Pay: $100,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Life insurance
Paid time off
Professional development assistance
Relocation assistance
Retirement plan

Education:

Bachelor's (Required)

Experience:

Financial planning: 3 years (Preferred)

License/Certification:

Series 65 (Preferred)

Work Location: In person

Quick Apply

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financial planner jobs in flagstaff az

Financial Planner 3+ Years Experience

Financial Consultant

Tax Director

Financial Advisor

Relationship Banker - West Sedona - Sedona, AZ

Benefits Planner

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