Top 379 Planner Jobs in Scottsdale, Az

Financial Planner
Confidential —Gilbert, AZ
- $80,000 - $95,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
9d
Production Control & Materials Manager
ADVANCED ENERGY IDEAS —Mesa, AZ
- $35 - $38 an hour
- Overtime
- Ability to walk for extended periods
- 5 years
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
8d
Master Scheduler
Hydro —Phoenix, AZ
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Disability insurance
- Health insurance
Production Manager
Cohere Beauty Omaha Inc —Phoenix, AZ
- $115 - $130 a day
- 5 years
- Bachelor's degree
- Organizational skills
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Cast House Manager
Hydro —Phoenix, AZ
- 5 years
- Engineering
- High school diploma or GED
- Disability insurance
- Health insurance
Paralegal - Estate Planning
Morris Hall PLLC —Phoenix, AZ
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Operations/Engineer Manager
Masis Professional Group —Phoenix, AZ
- $150,000 a year
- ERP systems
- Analysis skills
- Conflict management
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Production Manager
JMS Technical Solutions —Phoenix, AZ
- Up to $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
2d
Production Planner II
Honeywell Aerospace —Tempe, AZ
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Leadership
Sr Production Planner
Honeywell Aerospace —Tempe, AZ
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Leadership
Supply Planner II
Honeywell Aerospace —Phoenix, AZ
- Full-time
- Mid-level
Production Planner I
Honeywell Aerospace —Tempe, AZ
- Full-time
- Entry level
12d
Manager, Entertainment and Sports Relations
Make-A-Wish America —Phoenix, AZ
- $61,916 - $68,000 a year
- Weekends as needed
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Health savings account
- Paid holidays
Planner
Colliers Engineering & Design —Phoenix, AZ
- Full-time
- Microsoft Excel
- English
- Office
Quick Apply
Senior Production Planner
Honeywell Aerospace —Phoenix, AZ
- Full-time
- Hybrid work
- Office
- Senior level
5d
Scheduler / Planner - Data Center Construction
Turner & Townsend —Phoenix, AZ
- $140,000 - $170,000 a year
- Full-time
- 7 years
- Travel
- Senior level
Quick Apply
Operations Manager
Abbott Laboratories —Scottsdale, AZ
- $129,300 - $258,700 a year
- Full-time
- Assembly
- Senior level
- Associate's degree
Supply Chain Planner
Viasat —Tempe, AZ
- $79,000 - $146,500 a year
- Online Application
- Microsoft Excel
- 5 years
- ERP systems
Vacation Planner
Marriott International, Inc —Scottsdale, AZ
- $22.25 an hour
- Full-time
- High school diploma or GED
- Contracts
- Typing
6d
Maintenance Planner (Remote)
Thiess —Phoenix, AZ
- $48.08 - $62.50 an hour
- Monday to Friday
- Background check
- 5 years
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply

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planner jobs near scottsdale, az

Financial Planner

Confidential
Gilbert, AZ

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Job Details

Permanent | Full-time
$80,000 - $95,000 a year
9 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

planner jobs in scottsdale, az

Financial Planner

Production Control & Materials Manager

Master Scheduler

Production Manager

Cast House Manager

Paralegal - Estate Planning

Operations/Engineer Manager

Production Manager

Production Planner II

Sr Production Planner

Supply Planner II

Production Planner I

Manager, Entertainment and Sports Relations

Planner

Senior Production Planner

Scheduler / Planner - Data Center Construction

Operations Manager

Supply Chain Planner

Vacation Planner

Maintenance Planner (Remote)

I want to receive the latest job alert for planner in scottsdale, az

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