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Financial Planner Jobs in Arizona (NOW HIRING)

JERSEY COLLEGE

Financial Aid Planner

Tucson, AZ · On-site

$65K - $87K/yr

The Financial Aid Planner is responsible for managing, overseeing, and assisting students with navigating the financial aid process in accordance with all company policies and procedures, all ...

Jersey College

Financial Aid Planner

Tucson, AZ · On-site

$55K - $56K/yr

The Financial Aid Planner is responsible for managing, overseeing, and assisting students with navigating the financial aid process in accordance with all company policies and procedures, all ...

GoldBook Financial

Financial Advisor

Paradise Valley, AZ · On-site

$50K - $150K/yr

GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners. We pride ourselves on a ...

Sequoia Financial Group Llc

Wealth Planner

Phoenix, AZ · On-site

$49K - $67K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

PetSmart

Merchandise Planner

Phoenix, AZ · Hybrid

About the Job As a Merchandise Financial Planner you will be responsible for the development of accurate annual and seasonal financial plans (sales, margin, inventory and turn) that support the ...

PetSmart

Merchandise Planner

Phoenix, AZ · Hybrid

About the Job As a Merchandise Financial Planner you will be responsible for the development of accurate annual and seasonal financial plans (sales, margin, inventory and turn) that support the ...

Osaic

Sr. Financial Planning Strategist

Scottsdale, AZ · Hybrid

$135K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Strategist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

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Financial Planner information

See Arizona salary details

$47.1K

$90.1K

$130K

How much do financial planner jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial planner in Arizona is $90,096.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $95,100.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Arizona? The most popular types of Financial Planner jobs in Arizona are:
What are popular job titles related to Financial Planner jobs in Arizona? For Financial Planner jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Arizona look for? The top searched job categories for Financial Planner jobs in Arizona are:
What cities in Arizona are hiring for Financial Planner jobs? Cities in Arizona with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in AZ? For Financial Planner jobs in AZ, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $90,096 per year, or $43.3 per hour.

Senior Financial Planner - Phoenix, AZ

EP Wealth Advisors LLC

Phoenix, AZ • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships,overseeing financial planning processes, and contributing to the firm's service offerings.
Duties and Responsibilities
Client Relationship & Plan Development
• Client Engagement: Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans.
• Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
• Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress
Team Support & Process Improvement
• Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
• Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
• Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
• Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites
Strategic Involvement & Support
• Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration.
• Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and
market changes to ensure the firm's offerings remain competitive and up-to-date
Training & Professional Development
• Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
• Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm's needs.
Additional Responsibilities
• Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
• Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
• Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
• Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies
for clients.
• Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction
• Certification: Certified Financial Planner designation.
• Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
• Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.
• Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
• Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
• Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
• Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
• Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
• Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
• Education: Bachelor's degree
#LI-Hybrid
Compensation: our base range is $90,000 - $120,000 (per year)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
  • 11 Paid Holidays
  • 3 Weeks (PTO)
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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