Senior Financial Planning Advisor

Fullerton Financial Planning; Peoria (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

Fullerton Financial Planning in Peoria, AZ is seeking a senior financial planner to follow our proven process to prepare, present, and implement customized financial plans for new leads through face-to-face meetings. You will provide planning across investment, insurance, tax, and retirement planning, regularly engaging high-net-worth individuals and translating complex concepts into clear guidance.

You will manage the full client relationship from discovery through annual reviews while

Qualifications

• Experience delivering financial plans across investment, insurance, tax, and retirement planning.
• Ability to manage relationships with high-net-worth clients.
• Experience supervising and developing a financial planning team.

Responsibilities

• Meet with prospects for initial discovery, document notes in CRM.
• Develop strategies around income, investments, tax, and inheritance planning.
• Manage client relationships from discovery through annual reviews.
• Supervise and develop the planning team and coordinate with the service team.

Skills

Financial planning

Client relationship management

Team supervision

Job description

Fullerton Financial Planning in Peoria, AZ is seeking a senior financial planner to follow our proven process to prepare, present, and implement customized financial plans for new leads through face-to-face meetings. You will provide planning across investment, insurance, tax, and retirement planning, regularly engaging high-net-worth individuals and translating complex concepts into clear guidance.

You will manage the full client relationship from discovery through annual reviews while