Senior Wealth Planner - Personal Financial Guidance

LS Solutions; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

LS Solutions is seeking a Senior Financial Planner to deliver personalized wealth planning guidance in Phoenix. You will lead client meetings to assess goals, develop comprehensive plans, and perform scenario analyses to support decision-making.

Responsibilities include coordinating investment recommendations with advisors, managing the client planning process, and providing ongoing client service. You will also support onboarding and ensure plans stay aligned with evolving needs.

Qualifications

• Demonstrated ability to lead financial planning discussions with clients.
• Proficient in creating comprehensive financial plans and running scenario analyses.
• Experience coordinating investment recommendations with advisors.
• Strong client service and onboarding capabilities.
• Clear communication, trust-building, and meticulous attention to detail.

Responsibilities

• Lead client meetings to understand goals and risk tolerance.
• Assess financial goals and develop comprehensive financial plans.
• Perform scenario analyses to test strategies and outcomes.
• Coordinate investment recommendations with relevant advisors.
• Oversee ongoing client service and onboarding to ensure plans stay aligned with needs.

Skills

Client consultations

Financial plans & scenarios

Investment coordination

Client onboarding

Communication & attention to detail

Job description

LS Solutions is seeking a Senior Financial Planner to deliver personalized wealth planning guidance in Phoenix. You will lead client meetings to assess goals, develop comprehensive plans, and perform scenario analyses to support decision-making.

Responsibilities include coordinating investment recommendations with advisors, managing the client planning process, and providing ongoing client service. You will also support onboarding and ensure plans stay aligned with evolving needs.