Bright Wealth Management - Financial Planner

Worldanglican; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Bright Wealth Management is seeking a Financial Planner in Phoenix to help clients build personalized strategies for retirement, saving for homes, and funding education. The team emphasizes clear communication and straightforward guidance so clients understand their options and can make informed financial decisions.

This role focuses on collaborative planning and long-term client partnerships in a local office setting.

Job description

Bright Wealth Management - Financial Planner

2375 E Camelback Rd #201, Phoenix, AZ 85016, United States Start Date05/08/2026

Our mission is to empower you through financial literacy and build a partnership that helps you reach your dreams for retirement.

Bright Wealth Management is a Financial Planner service dedicated to helping individuals and families achieve their financial goals. They provide personalized plans tailored to each client’s unique situation and aspirations. Whether it’s saving for retirement, buying a home, or funding education, their experienced planners guide clients every step of the way. They use clear communication and straightforward strategies to ensure clients understand their options and can make informed decisions about their financial futures. Get Directions

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