Senior Private Wealth Planner

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

Role Summary

Collaborate with financial advisors and subject matter experts to create personalized, holistic financial plans for high-net-worth clients. Own the client discovery process, translating client goals into comprehensive planning recommendations and clear next steps.

Collaborate with financial advisors and subject matter experts to create personalized, holistic financial plans for high-net-worth clients. Own the client discovery process, translating client goals into comprehensive planning recommendations and clear next steps.

Key Responsibilities

• Lead client discovery and gather relevant financial and planning information
• Develop and present financial planning recommendations based on client needs
• Coordinate planning and implementation efforts across internal stakeholders
• Explain complex financial concepts in an actionable, client-friendly manner
• Support team goals by driving performance and maintaining a high-quality client experience

Qualifications & Skills

• Strong expertise in financial planning concepts and holistic client strategy
• Excellent communication skills with the ability to simplify complex information
• Strong coordination and stakeholder management capabilities
• Client-focused mindset and ability to deliver high-quality outcomes
• Demonstrated ability to drive team objectives and performance