Financial Planning Jobs in Arizona
Financial Planning jobs in Arizona are open across Phoenix, Tempe, and Chandler and other Arizona metros, with employers like Kestra Financial, Edelman Financial Engines, and Loenbro hiring at every experience level. Find a role that fits below and apply directly.
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Job Title:
Financial Planning and Analysis Senior Analyst
Location:
CityScape
What you'll do:
As a Financial Planning and Analysis Senior Analyst you'll take an active role in financial planning, budgeting and strategic analysis. You'll provide insights and recommendations to improve financial performance and help guide decision making.
- Lead the preparation of financial reports, dashboards, and presentations for senior leadership.
- Develop and maintain complex financial models to support budgeting, forecasting and strategic planning.
- Analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluation investment opportunities, assist in capital planning / risk assessments, and support special projects as needed.
- Support departmental budgeting and expense management efforts. Collaborate with business units to improve financial processes and efficiencies.
What you'll need:
- 3+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
- Bachelor's degree in related field required; Masters or MBA in related field preferred.
- Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate knowledge of AI tools, including Copilot, Claude, Gemini, with some skills in implementing tools for automation and streamlining of processes.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate to advanced knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH, etc.
- Intermediate to advanced knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts. Presentation of information and reports.
- Intermediate speaking and writing communication skills.
- Certified Public Accountant preferred.
- Chartered Financial Analysts preferred.
Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
© Western Alliance Bancorporation
See All 7 Financial Planning Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Financial Planning Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
- Kestra Financial2

- Edelman Financial Engines1

- Loenbro1

- Nextiva1

- Vertex Education1

Top Industries Hiring
- Banking & Financial Services1
- Consulting & Professional Services1
- Education1
- Investment & Asset Management1
- Telecommunications1
What Arizona Employers Look For
The qualifications that appear most often in financial planning jobs across Arizona.
- CFP certification or active progress toward completing CFP requirements
- Series 65 or Series 7 license depending on firm type and service model
- Experience building comprehensive financial plans using planning software such as eMoney or MoneyGuidePro
- Strong client-facing communication skills with experience managing ongoing advisory relationships
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Familiarity with portfolio analysis tools and custodian platforms such as Schwab, Fidelity, or Pershing
Financial Planning Jobs in Arizona: Frequently Asked Questions
How many financial planning jobs are there in Arizona?
There are 7+ financial planning openings in Arizona on Migrate Mate as of June 2026, with the most roles in Phoenix, Tempe, and Chandler. New positions post regularly as employers across Arizona hire.
How much do financial plannings make in Arizona?
Financial plannings in Arizona earn a median of about $96,950 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $45,330 for the lowest 10% to over $212,630 for the top 10%. Pay rises with experience, specialty, and employer.
Which Arizona cities have the most financial planning jobs?
Phoenix, Tempe, and Chandler have the most financial planning openings in Arizona right now, with additional roles spread across smaller metros statewide.
Which companies hire financial plannings in Arizona?
Employers hiring financial plannings in Arizona include Kestra Financial, Edelman Financial Engines, and Loenbro, based on current listings on Migrate Mate as of June 2026.
Are there remote financial planning jobs in Arizona?
Yes. About 14% of financial planning openings tied to Arizona are remote or hybrid as of June 2026. The rest are on-site roles based in Arizona metros.
How do I apply for financial planning jobs in Arizona?
You can apply to financial planning jobs in Arizona directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Arizona location, then apply to each one that fits.
See All 7 Financial Planning Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
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