Strategic planner Jobs in Phoenix, AZ

Job Overview :

Our client, a respected and growing organization in the Wealth Management industry, is looking to engage a Financial Planner committed to making a real impact in a collaborative setting. This key position involves shaping legacies and building futures while exceeding client expectations, working together to foster prosperity.

Responsibilities :

Deliver planning, advisement, and insurance recommendations to achieve financial goals for clients.

Demonstrate proactive and effective financial planning within the Wealth Management team.

Perform independently and collaboratively, managing detailed financial analyses to understand client needs comprehensively.

Maintain records, manage updates, and communicate essential financial developments to stakeholders.

Facilitate interactions with Wealth Strategists and Wealth Advisors, coordinating with insurance providers and financial professionals.

Take on additional duties as required.

Working Conditions :

The position operates Monday through Friday, 8AM to 5PM, requiring 40 hours per week with potential additional hours as needed. The role is primarily office-based in Phoenix, AZ, involving prolonged periods at a computer, moderate noise levels, and direct client interaction. It requires physical activities such as standing, walking, and lifting up to 25 pounds.

Compensation and Generous Benefits Package :

Salary ranges from $65,000 to $122,000 annually, including base and potential incentive earnings. The comprehensive benefits package includes a 401(k) with ESOP, health, dental, vision, term life / AD&D, long-term disability, generous leave policies (vacation, personal, sick time), HSA, and tuition reimbursement.

Qualifications :

Bachelor’s degree in finance.

CFP designation required.

Over 5 years of experience in financial services, with a focus on Trust, Investments, sales, and planning.

Excellent communication skills, client servicing, and engagement capabilities.

Proficiency in Salesforce, eMoney, Microsoft 365, and Excel for data analysis and report preparation.

Our Client’s Commitment to Diversity :

Our client is dedicated to fostering a diverse and inclusive work environment and is an Equal Opportunity Employer. All qualified candidates regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability are encouraged to apply.

To apply send resume to

[email protected]

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.