Top 753 Senior advisor 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
6d
Director - Payor Contracting Analytics
HonorHealth —Scottsdale, AZ
- Full-time
- Hybrid work
- 5 years
- Finance
- Bachelor's degree
Hybrid Board Certified Behavior Analyst / BCBA, Sign-on bonus up to $20,000
BlueSprig —Chandler, AZ
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Master's degree
- US work authorization
- Continuing education credits
- Health savings account
Quick Apply
AVP Major Gifts Foundation - $5,000 Sign-on Bonus
HonorHealth —Scottsdale, AZ
- Full-time
- Mid-level
- Master's degree
- Bachelor's degree
- Free parking
- 403(b) matching
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
Senior People & Operations Partner
Carvana —Tempe, AZ
- Background check
- Bachelor of Science
- English
Tax, Compliance and Treasury Manager
Arrivia, Inc. —Scottsdale, AZ
- 7 years
- CPA
- Office
- Health insurance
- Dental insurance
6d
Analyst, Fixed Income
LPL Financial Corp —Tempe, AZ
- $29.36 - $48.93 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
2d
HQ Senior Transitional Financial Advisor
Edward Jones —Tempe, AZ
- $72,700 - $119,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
Senior Living Advisor
Next Level Senior Advisors —Phoenix, AZ
- $1 - $150,000 a year
- Contract
- Remote
- Background check
- 5 years
- Mid-level
- Flexible schedule
Quick Apply
14d
Senior Project Manager (Land Development) - Phoenix
RICK ENGINEERING COMPANY —Phoenix, AZ
- $145,000 - $160,000 a year
- Full-time
- Residential
- Bachelor's degree
- Mentoring
- Profit sharing
- Disability insurance
Quick Apply
Senior People Business Partner
Carvana —Tempe, AZ
- Background check
- Bachelor of Science
- English
Director, Finance FP&A Sr
StandardAero —Scottsdale, AZ
- Full-time
- Oracle
- CPA
- Office
- AD&D insurance
- Disability insurance
Hybrid Board Certified Behavior Analyst / BCBA, Sign-on bonus up to $20,000
BlueSprig —Phoenix, AZ
- Up to $118,000 a year
- Full-time
- Hybrid work
- US work authorization
- Pediatrics
- In-person
- Continuing education credits
- Health savings account
Quick Apply
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
Senior Tax Manager
Vaco by Highspring —Phoenix, AZ
- $150,000 - $190,000 a year
- Management
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Director Tax
HonorHealth —Scottsdale, AZ
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Manager, Service Center
LPL Financial Corp —Tempe, AZ
- $66,744 - $111,240 a year
- Full-time
- Supervising experience
- Bachelor's degree
- Continuous improvement
- Health insurance
- Paid time off
Quick Apply
13d
Senior IT Consultant
Document Technologies of Arizona —Tempe, AZ
- From $75,000 a year
- Full-time
- Background check
- System design
- English
- Paid training
- Mileage reimbursement
Quick Apply
11d
Sr. Full Stack Engineer - 108K-140K Base Salary Plus Bonus
Trajan Wealth —Scottsdale, AZ
- $108,000 - $140,000 a year
- Full-time
- Azure
- 5 years
- System design
- Disability insurance
- Health insurance
Quick Apply

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senior advisor jobs near scottsdale az

Financial Planner

Confidential
Gilbert, AZ

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Job Details

Permanent | Full-time
$80,000 - $95,000 a year
6 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

senior advisor jobs in scottsdale az

Financial Planner

Director - Payor Contracting Analytics

Hybrid Board Certified Behavior Analyst / BCBA, Sign-on bonus up to $20,000

AVP Major Gifts Foundation - $5,000 Sign-on Bonus

Sr. Financial Advisor - Edward Jones Connection

Senior People & Operations Partner

Tax, Compliance and Treasury Manager

Analyst, Fixed Income

HQ Senior Transitional Financial Advisor

Senior Living Advisor

Senior Project Manager (Land Development) - Phoenix

Senior People Business Partner

Director, Finance FP&A Sr

Hybrid Board Certified Behavior Analyst / BCBA, Sign-on bonus up to $20,000

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Senior Tax Manager

Director Tax

Manager, Service Center

Senior IT Consultant

Sr. Full Stack Engineer - 108K-140K Base Salary Plus Bonus

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