Holistic Wealth Planner for High-Net-Worth Clients

Strive Solutions; Tempe (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Strive Solutions in Tempe, AZ seeks a skilled financial planner to collaborate with financial advisors and subject matter experts to craft personalized, holistic plans for high-net-worth clients. You will own the client discovery process, translating goals into comprehensive planning recommendations and clear next steps.

You will coordinate planning and implementation with internal teams, present actionable recommendations, and explain complex concepts in client-friendly terms.

Qualifications

• Strong understanding of holistic financial planning concepts.
• Excellent ability to simplify complex information for clients.
• Proven coordination and stakeholder management capabilities.
• Client-focused mindset with a track record of delivering quality outcomes.
• Demonstrated ability to drive team objectives and performance.

Responsibilities

• Lead client discovery and gather relevant financial information.
• Develop and present financial planning recommendations tailored to client needs.
• Coordinate planning and implementation with internal stakeholders.
• Explain complex financial concepts in an actionable, client-friendly manner.
• Support team goals by maintaining a high-quality client experience.

Skills

Financial planning

Communication

Coordination

Client-focused

Team performance

Job description

Strive Solutions in Tempe, AZ seeks a skilled financial planner to collaborate with financial advisors and subject matter experts to craft personalized, holistic plans for high-net-worth clients. You will own the client discovery process, translating goals into comprehensive planning recommendations and clear next steps.

You will coordinate planning and implementation with internal teams, present actionable recommendations, and explain complex concepts in client-friendly terms.