Senior HNW Wealth Planner & Strategy Lead

Downtown Boulder Partnership; Tempe (AZ); On-site; USD 136,571 - 232,541; Full time

Benefits offered by this job

Base salary and bonuses

Profit sharing

Job summary

The Downtown Boulder Partnership is seeking a Senior Planner for the High Net Worth Team in Tempe, AZ. This position requires expertise in financial planning and experience working closely with clients and financial advisors to deliver tailored financial solutions.

Successful candidates will have a Bachelor’s degree in finance or a related field, extensive industry experience, and strong communication skills. The role includes responsibilities in managing team objectives and requires a CFP certification.

Qualifications

• Minimum of 10 years of industry-specific experience.
• Series 7, 66, and 24 required.
• Insurance license required within 6 months of hire.
• Travel required up to 30%.

Responsibilities

• Partner with Financial Advisors to deliver an advanced client experience.
• Develop and execute team objectives and drive performance.
• Lead presentations and communicate complex concepts effectively.
• Act as a subject matter expert in financial planning.
• Provide strategic leadership and cultivate a top-quality team.

Skills

Financial Planning

Relationship Building

Business Development

Team Leadership

Communication

Education

Bachelor’s degree in business, Finance, Accounting or Law

CFP certification

Tools

Financial Planning Software

Job description

The Downtown Boulder Partnership is seeking a Senior Planner for the High Net Worth Team in Tempe, AZ. This position requires expertise in financial planning and experience working closely with clients and financial advisors to deliver tailored financial solutions.

Successful candidates will have a Bachelor’s degree in finance or a related field, extensive industry experience, and strong communication skills. The role includes responsibilities in managing team objectives and requires a CFP certification.