Client-First Financial Planner | Equity Eligible

Modern Wealth Management, LLC; Mesa (AZ); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Equity eligibility

Job summary

Modern Wealth Management, LLC is seeking a Financial Planner in Mesa, AZ to deliver high-quality, comprehensive financial planning to existing clients while partnering with Lead Advisors. The role emphasizes planning and client service rather than new business, dedicating time to deepen relationships, prepare and present plans, and support long-term strategy.

Ideal candidates have 3+ years in financial planning, strong technical planning skills, a collaborative mindset, and high attention to

Qualifications

• Minimum of 3 years of experience in financial planning, advisory services, or a related role.
• Strong technical planning skills with the ability to explain complex concepts clearly to clients.
• Collaborative mindset with the ability to operate as a peer partner within an advisory team.
• High attention to detail and strong follow-through.

Responsibilities

• Deliver comprehensive financial planning and advice across investments, retirement, tax, insurance, and estate considerations.
• Serve as a primary planning partner to assigned clients in collaboration with a Lead Advisor.
• Prepare, present, and update financial plans based on client goals, life events, and market conditions.
• Participate in and lead client meetings as appropriate, ensuring clear communication and follow-through.
• Collaborate with Lead Advisors and Client Service teams to ensure timely execution of client requests.
• Proactively identify planning opportunities within existing client relationships.
• Support client onboarding and client transitions as needed.
• Maintain accurate documentation and planning records in firm systems.
• Contribute to the continuous improvement of planning processes and client experience standards.

Skills

Financial planning

Client communication

Team collaboration

Attention to detail

Job description

Modern Wealth Management, LLC is seeking a Financial Planner in Mesa, AZ to deliver high-quality, comprehensive financial planning to existing clients while partnering with Lead Advisors. The role emphasizes planning and client service rather than new business, dedicating time to deepen relationships, prepare and present plans, and support long-term strategy.

Ideal candidates have 3+ years in financial planning, strong technical planning skills, a collaborative mindset, and high attention to