Top 230 Financial planner Jobs in Mesa Az

Financial Planner
Confidential —Gilbert, AZ
- $80,000 - $95,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
5d
Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Associate Director of Supervision
Northwestern Mutual —Phoenix, AZ
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Financial Advisor - Edward Jones Connections
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Hybrid work
- 5 years
- Mid-level
- Office
- Profit sharing
- Health savings account
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Senior Fixed Income Specialist
Charles Schwab —Phoenix, AZ
- $28.85 - $44.71 an hour
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
4d
Financial Advisor
Edward Jones —Gilbert, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Services Consultant
Mercedes Benz North Scottsdale —Phoenix, AZ
- $100,000 - $150,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
2d
Financial Representative | Gilbert
Northwestern Mutual- Gilbert AZ —Gilbert, AZ
- $75,000 - $120,000 a year
- Full-time
- Military
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Consultant - Chandler, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
10d
Financial Representative - Gilbert, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Office
- Organizational skills
- Tuition reimbursement
3d
Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group —Chandler, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Associate Planner
Edward Jones —Tempe, AZ
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Office
- Profit sharing
- Health savings account
Financial Planner
Modern Wealth Management —Mesa, AZ
- $70,000 - $110,000 a year
- Full-time
- Military
- Mid-level
- Office
Quick Apply
Investment Consultant - Gilbert, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Financial Consultant
WealthBridge Financial Group —Mesa, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply

I want to receive the latest job alert for financial planner in mesa az

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near mesa az

Financial Planner

Confidential
Gilbert, AZ

Quick Apply

Job Details

Permanent | Full-time
$80,000 - $95,000 a year
5 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Flexible schedule
Life insurance

Qualifications

Estate planning needs analysis
Financial planning software
Investment management software
Research
Income tax planning
Strategic asset allocation in risk management
Estate planning
Retirement planning advisory services
Technical Proficiency
Data analysis software

Full Job Description

We are seeking a detail-oriented, client-focused Financial Planner / Paraplanner to deliver comprehensive financial planning and investment strategies to our high-net-worth clients. In this role, you will play a central part in building, analyzing, and presenting holistic financial plans while helping oversee an existing $50M book of business.

This position offers a strong blend of technical financial analysis, paraplanning operations, and direct client relationship management, with natural opportunities to grow into lead advisory responsibilities over time.

Key Responsibilities1. Comprehensive Financial Planning & Paraplanning

Plan Construction & Analysis: Lead the creation of customized, end-to-end financial plans covering retirement accumulation/distribution, tax optimization, risk management, estate planning, and executive compensation.
Scenario & Cash Flow Modeling: Utilize advanced planning software to build dynamic, real-time scenarios (e.g., stress-testing portfolios, Monte Carlo simulations, roth conversion analysis, and tax projection models).
Deliverable Preparation: Prepare polished, clear, and actionable meeting materials, client roadmaps, and plan summaries for upcoming client reviews.
Data Gathering & Discovery: Onboard new client financial data, analyze documents (tax returns, estate papers, insurance policies), and identify planning gaps or opportunities.

2. Portfolio Management & Implementation

Strategy Alignment: Ensure client investment portfolios remain tightly aligned with their overarching financial plans and liquidity needs.
Execution & Rebalancing: Work alongside senior team members to handle rebalancing, tax-loss harvesting, and cash flow requests across client accounts.
Research & Reporting: Monitor market trends, evaluate investment solutions, and construct regular performance reports.

3. Client Relationship Management & Team Support

Direct Client Interaction: Participate in client discovery and plan delivery meetings, stepping in as the primary technical subject matter expert for planning questions.
Follow-Through & Action Items: Manage post-meeting action items, including plan updates, account adjustments, and coordination with outside professionals (CPAs, estate attorneys).
Organic Growth: Deepen existing client relationships by identifying additional planning needs, held-away assets, and warm referral opportunities.

4. Compliance & Process Optimization

Ensure all financial planning processes and client records adhere to industry regulations and SEC guidelines.
Continuously refine financial planning templates, paraplanning workflows, and tech stack integration to improve client experience and operational efficiency.

Qualifications & SkillsRequired:

Experience: 2–5+ years of direct experience in financial planning, paraplanning, or wealth management.
Software Proficiency: Hands-on experience with core financial planning platforms (e.g., eMoney, RightCapital, or MoneyGuidePro) and custodians/reporting tools
Technical Expertise: Strong foundational knowledge of personal tax planning, estate concepts, retirement income strategies, and asset allocation.
Communication: Exceptional ability to translate complex financial and tax concepts into clear, understandable language for clients.

Certifications & Education:

CFP® Designation (or actively coursework-complete / sitting for the exam) strongly preferred.
Series 65 or equivalent (Series 7 & 66 combined).
Bachelor’s degree in Financial Planning, Finance, Accounting, or a related field.

What We Offer

Competitive Compensation: Salary + bonus structure tied to plan quality and client retention (with upside for warm organic growth).
Comprehensive Benefits: Health, dental, vision, and retirement plan with company match.
Career Advancement: Clear pathway from Paraplanner / Associate Planner to Lead Wealth Advisor.
Professional Growth: Full support and sponsorship for continuing education, CFP® maintenance, and advanced credentials.
Tech-Forward Environment: A collaborative team leveraging top-tier wealth tech to deliver an exceptional client experience.

Job Types: Full-time, Permanent

Pay: $80,000.00 - $95,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off

Work Location: Hybrid remote in Gilbert, AZ 85296

Quick Apply

Refine Your Search

financial planner jobs in mesa az

Financial Planner

Senior Associate, Capital Markets - AZ

Associate Director of Supervision

Financial Advisor

Sr. Financial Advisor - Edward Jones Connection

Financial Advisor - Edward Jones Connections

Wealth Advisor, Schwab Wealth Advisory

Senior Fixed Income Specialist

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor

Financial Advisor

Financial Services Consultant

Financial Representative | Gilbert

Financial Consultant - Chandler, AZ

Financial Representative - Gilbert, AZ

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Associate Planner

Financial Planner

Investment Consultant - Gilbert, AZ

Financial Consultant

I want to receive the latest job alert for financial planner in mesa az

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected