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Financial Planner Jobs in Arizona (NOW HIRING)

LPL Financial

Senior Financial Planner

Tempe, AZ · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

New

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 ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Arizona

Financial Planner information

See Arizona salary details

$47.1K

$90.1K

$130K

How much do financial planner jobs pay per year?

As of Aug 8, 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

LPL Financial

Tempe, AZ • Remote

$76K - $127K/yr

Full-time

Medical, Retirement, PTO

Posted 2 days ago

New

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

114th of 150 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL's Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This individual will serve as a financial planner supporting several LPL advisors and their end clients.

Responsibilities:

  • Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.
  • Understand and follow Paraplanning team standards.
  • Communicate and align on expectations with advisors understanding their preferences and needs to effectively work within Paraplanning Services.
  • Collaborate with teammates during the plan development process.
  • Professionally present completed financial plans.
  • Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends.
  • Identify advisor needs and additional opportunities to refer to business partners including, but not limited to Client Experience, High Net Worth Services, and Tax Planning.
  • Maintain knowledge of all Wealth Planning offerings.
  • Engage with the advisor through onboarding, integration, and throughout the advisor relationship with Paraplanning Services.
  • Cultivate positive working relationships within the team and all business units across Comprehensive Advice.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor's Degree in Business, Finance, or equivalent experience
  • CFP strongly preferred, equivalent experienceor working towards CFP
  • 5+ years of financial services experience
  • 3+ years of experience in the development and presentation of comprehensive financial plans
  • Experience with eMoney, MoneyGuide or RightCapital

Core Competencies:

  • Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning
  • Ability to prioritize and handle multiple tasks at once
  • Interpersonal and collaboration skills
  • Software/Systems: Proficiency in Microsoft Office suite
  • Ability to effectively communicate, excellent organizational skills, and attention to detail

Pay Range:

$76,323.00 - $127,205.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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