Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Planner

Prudential Advisors

Are you an experienced Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you more: More support, More clients, More compensation, and More client satisfaction.Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.We have an opportunity for the right senior advisor to work with our firm in ArizonaOur ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Be coachable and bring a willingness to learn.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in finance or related fieldMinimum 3-5+ years of Financial Services industry experienceMust hold current licensing (Life + Series 7 & Series 66) or equivalent.Must hold Life & health license in ArizonaStrong understanding of the investment businessExcellent interpersonal & communication skillsThis position will offer:The ability to work with an existing client base leadAccess to LPL Financials' full open-architecture independent platformThe ability to build a strong book of business with Prudential's exceptional referral programsThe opportunity to create client solutions without proprietary product sales requirementsCompensation that is 100% benefitable, regardless of the product or company you sellAll earnings are fully pensionable (including all advisory, brokerage, insurance & annuities)The look and feel of an independent advisor—with the benefits of being an employeeThree retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefitsWe have two different paths of employmentWe know that making a move is a big decision. xhyhwjd We support you by offering financial packages designed to make your transition to Prudential as smoothly as possible.Let's have a confidential conversation today, please reach out to me directly at or 5

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner in Phoenix, AZ vacancy
  •  ...Are you an experienced Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you...  ...client satisfaction. We have an opportunity for the right senior advisor to work with our firm in Arizona . Our ideal candidate... 
    Senior
    Full time

    Prudential Advisors

    Phoenix, AZ
    1 day ago
  •  ...Description At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team...  ...with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Phoenix, AZ area. This is... 
    Senior
    Work experience placement
    Live out
    Work at office

    Larson Financial Group

    Phoenix, AZ
    19 hours ago
  • Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to join our growing wealth management team. You will work closely with clients to develop tailored financial plans and deliver a high-touch, concierge-style experience. The ideal candidate... 
    Senior

    Larson Financial Group

    Phoenix, AZ
    1 day ago
  • Desert Financial Wealth Services LLC is seeking a Paraplanner in Phoenix to support financial advisors by researching goals, risk profiles, and investment options, and by preparing detailed plans and documents. You will collaborate across teams, manage client data securely... 
    Senior

    Desert Financial Wealth Services LLC

    Phoenix, AZ
    19 hours ago
  • Desert Financial Credit Union in Phoenix is seeking a Paraplanner to support financial advisors by gathering client information, researching investments, and preparing comprehensive financial plans for client review. The role includes preparing documents, reports, and presentations... 
    Senior

    Desert Financial Credit Union

    Phoenix, AZ
    4 days ago
  •  ...Senior Wealth Advisor – Multi-Family Office About the Opportunity A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base... 
    Senior
    Full time
    Work at office

    International Search Consultants

    Phoenix, AZ
    3 days ago
  •  ...Management provides clients with a holistic approach to reaching their financial goals, integrating comprehensive planning with tailored...  ...align with their overall life goals. Role Description The Senior Financial Advisor is a full-time role, responsible for leading... 
    Senior
    Full time
    Temporary work

    Pearl Capital Management

    Phoenix, AZ
    2 days ago
  • BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors...
    Senior

    EPC Eneric Petroleum Corp.

    Phoenix, AZ
    1 day ago
  •  ...offices across the country. Our office in Gilbert, Arizona serves about 120 households, with a focus on comprehensive, long-term financial planning. That gives our clients the personal attention of a local team, backed by the resources of a national firm. We are a small... 
    Senior
    Full time
    Live in
    Work at office
    Local area

    Maridea Wealth Management

    Phoenix, AZ
    4 days ago
  •  ...Senior Financial Associate As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team... 
    Senior
    Work at office
    Flexible hours

    RBC

    Phoenix, AZ
    2 days ago
  • Northern Trust Corp. is seeking a seasoned wealth management professional in the Phoenix area to develop new client relationships and manage complex wealth management banking, credit and treasury relationships. You will identify cross-selling opportunities beyond banking...
    Senior

    Northern Trust Corp.

    Phoenix, AZ
    3 days ago
  • Charles Schwab is seeking a Senior Family Dynamics Specialist to lead family governance efforts within the Wealth and Advice Solutions organization. You will facilitate conversations for ultra-high net worth clients, guiding multi-generational wealth discussions and family... 
    Senior

    Charles Schwab

    Phoenix, AZ
    4 days ago
  • $260k - $365k

    Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. This position can be filled in any U.S. market where the Firm maintains an office, subject to business... 
    Senior
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig LLP

    Phoenix, AZ
    3 days ago
  • RBC Wealth Management in Phoenix is seeking a Senior Financial Associate to be a key member of a large producing FA Team, growing client assets and supporting advisory services. You will conduct in-depth portfolio analyses, recommend investments, educate clients, and implement... 
    Senior

    RBC

    Phoenix, AZ
    2 days ago
  • Phoenix Children's in Phoenix, AZ is seeking a Lead Financial Counselor to guide families through insurance benefits, payment options, and out-of-pocket costs, coordinating with the care team to ensure clarity and coverage. The role trains Family Financial Counselors, backs... 
    Senior

    Phoenix Children's

    Phoenix, AZ
    1 day ago
  •  ...client relationships and drive new business opportunities. You will act as the primary contact for clients, delivering comprehensive financial advice with a support team of specialists. The role emphasizes growth with existing clients (60%) and new clients (40%). You will... 
    Senior

    Alerus

    Phoenix, AZ
    1 day ago
  • $365k - $400k

    Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. This position can be filled in any U.S. market where the Firm maintains an office, subject to business... 
    Senior
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig LLP

    Phoenix, AZ
    19 hours ago
  • BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client acquisition... 
    Senior
    Work at office

    BridgePort Financial Solutions

    Phoenix, AZ
    1 day ago
  • BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships through... 
    Senior

    EPC Eneric Petroleum Corp.

    Phoenix, AZ
    19 hours ago
  • $64.2k - $116.4k

     ...provide complete, accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working...  ...The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Phoenix, AZ
    3 days ago
  • Relativity is seeking an experienced billing professional to manage end-to-end invoicing and revenue processes across a global SaaS customer base. You will drive accuracy in billing, support pricing changes, and collaborate with Revenue Accounting, Sales Ops, and Legal ...
    Senior
    Remote job

    Relativity

    Phoenix, AZ
    2 days ago
  • This role helps keep APS Operations running smoothly and effectively by bringing structure, insight, and coordination to complex business activities. By analyzing processes, strengthening systems, and supporting cross‑departmental initiatives, this position helps APS make...
    Senior
    Work experience placement

    Arizona Public Service - APS

    Phoenix, AZ
    19 hours ago
  • Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations weekly with high-net-worth prospects...  ..., and close opportunities as the primary closer, not the planner. The role emphasizes relationship building, trusted guidance,... 
    Senior
    Remote job

    Curvion Blue

    Phoenix, AZ
    1 day ago
  •  ...Schwab Wealth Advisory in Phoenix is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You will collaborate with an experienced... 
    Senior

    Charles Schwab Corporation

    Phoenix, AZ
    2 days ago
  • EY is seeking an Engagement Business Advisor (Senior Associate) in a hybrid US role, supporting EY’s P2C team. You will ensure engagement readiness, monitor financial health, and advise on risk and efficiency across engagements for partners and managing directors. The... 
    Senior
    Flexible hours

    EY

    Phoenix, AZ
    4 days ago
  •  ...Managing Consultant to lead client delivery within the Commercial Financial Services practice. The role involves driving projects, managing...  ..., onsite work with clients (NYC focus), and collaboration with senior leadership to produce organized reports and presentations. #J-... 
    Senior

    Guidehouse

    Phoenix, AZ
    3 days ago
  • $260k - $365k

     ...Job Description Job Description Senior Financial Regulatory & Compliance Associate Direct Counsel is representing a leading AmLaw 100 firm seeking a Senior Associate with 7+ years of financial services regulatory and compliance experience to join its Financial... 
    Senior
    Full time

    Direct Counsel

    Phoenix, AZ
    2 days ago
  • Lockheed Martin in Dallas, TX is seeking a Financial Analyst Sr to lead day-to-day program finance activities from proposal through closeout. You will execute Earned Value Management and deliver program-level financial analytics. This role requires strong Excel skills,... 
    Senior
    Flexible hours

    Lockheed Martin

    Phoenix, AZ
    4 days ago
  • Sprouts Farmers Market, Inc. in Phoenix, AZ is seeking a Senior Financial Analyst in FP&A to lead planning, forecasting, reporting, and strategic finance support for the organization from our Store Support Office. Hybrid schedule in office Tuesday - Thursday. You will... 
    Senior
    Work at office

    Sprouts Farmers Market, Inc.

    Phoenix, AZ
    19 hours ago
  • $200k - $250k

     ...Description One of Curvion Blue’s rapidly growing financial services clients is seeking highly...  ...solutions. Position Overview As a Senior Wealth Strategy Consultant, you will conduct...  ...right fit. You are the closer, not the planner. A dedicated planning team handles... 
    Senior
    For contractors
    Remote work
    Flexible hours

    Curvion Blue

    Phoenix, AZ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planner. Be the first to apply!