Financial Planner - Phoenix Arizona

Company: VirtualVocations
Location: Phoenix, Arizona
Posted On: 02/02/2025

A company is looking for a Financial Planner to support Financial Advisors and clients in developing comprehensive financial plans and analyses.



Key Responsibilities

Support the Financial Advisor with the creation of customized financial plans and analyses
Participate in training and mentoring new team members while addressing technical planning inquiries
Maintain Advisor and Client resources and contribute to team and company initiatives


Required Qualifications

Bachelor's Degree in business, finance, economics, or a related field
3+ years of experience in Financial Services
Proficient in financial planning technology and Microsoft Office Suite
Familiarity with Salesforce and related functionalities
Preferred advanced designations such as CFP, CPA, EA, JD, or MBA More...

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