Financial Planning Jobs in Arizona

Financial planning jobs in Arizona are in steady demand, with concentrated hiring across wealth management firms, banking institutions, insurance companies, and corporate finance departments serving entry-level analysts through senior advisors and portfolio managers. Phoenix, Scottsdale, and Tempe anchor the market, with well-established employers such as Fidelity Investments, Charles Schwab, and Banner Health actively recruiting. The most sought-after specializations include retirement planning, tax strategy, and fee-only financial advisory. Find a role that fits below and apply directly.

Find Financial Planning Jobs

Overview

Open roles18
Top employerOsaic
Top cityPhoenix, AZ
Cities hiring7
Work type75% Hybrid
Top industryTelecommunications

Showing 5 of 18+ Financial Planning jobs

Swift Transportation
Senior Financial Planning Analyst
We won't show you this job again
Swift Transportation
Added 1d ago
Senior Financial Planning Analyst
Swift Transportation
Phoenix, Arizona
Executive Leadership & C-Suite
Program Management
Project Management
$80k - $115k/yr
Master's degree in business administration
10,000+

Have you applied for this role?

Raytheon
Financial Planning and Analysis Manager
We won't show you this job again
Raytheon
Added 2d ago
Financial Planning and Analysis Manager
Raytheon
Tucson, Arizona
Executive Leadership & C-Suite
Program Management
Project Management
$108k - $205k/yr
Bachelor's degree in finance
10,000+

Have you applied for this role?

Prisma Graphic
Staff Financial Planning & Analysis (FP&A) Analyst
We won't show you this job again
Prisma Graphic
Added 2d ago
Staff Financial Planning & Analysis (FP&A) Analyst
Prisma Graphic
Phoenix, Arizona
Business Operations
Data Analytics
Project Management
$100k - $125k/yr
Master's degree in business administration

Have you applied for this role?

Jamba Juice
Financial Planning Analyst
We won't show you this job again
Jamba Juice
Added 6d ago
Financial Planning Analyst
Jamba Juice
Tucson, Arizona
Business Operations
Project Management
Quality Assurance & Testing (QA Testing)
$65k - $85k/yr
Bachelor's degree in finance
1,001-5,000

Have you applied for this role?

Edward Jones
Service Team Leader, Financial Planning & Core Wealth
We won't show you this job again
Edward Jones
Added 1w ago
Service Team Leader, Financial Planning & Core Wealth
Edward Jones
Tempe, Arizona
Business Analysis
Business Operations
Project Management
$75k - $123k/yr
Hybrid
Bachelor's degree
10,000+

Have you applied for this role?

See All 18 Financial Planning Jobs in Arizona

Find roles in Arizona that match your experience and apply in just a few clicks.

Find Financial Planning Jobs

Financial Planning Jobs by City in Arizona

Where Arizona roles are concentrated, by current openings.

Phoenix
5 jobs
Scottsdale
4 jobs
Tempe
3 jobs
Tucson
3 jobs
Mesa
1 job
Miami
1 job
Gilbert
1 job

Financial Planning Job Market in Arizona

A snapshot from current Arizona openings, updated as new roles post.

Who's Hiring

Osaic
Osaic1 open role
TEEMA
TEEMA1 open role
Vixxo
Vixxo1 open role

Top Industries Hiring

  • Telecommunications

What Arizona Employers Look For

The qualifications that appear most often in financial planning jobs across Arizona.

  • Active FINRA Series 65 or Series 66 license recognized in Arizona
  • Bachelor's degree in finance, accounting, economics, or a related field
  • CFP certification or active progress toward CFP Board designation
  • Two or more years of client-facing financial planning or advisory experience
  • Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
  • Strong knowledge of Arizona community property laws and state income tax considerations

Financial Planning Jobs in Arizona: Frequently Asked Questions

How do you become a financial planning in Arizona?

To work as a financial planner in Arizona, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant FINRA licensing such as the Series 65 or Series 66, which are administered through the Arizona Corporation Commission for investment adviser representatives. Many employers also require or strongly prefer the CFP designation, awarded by the CFP Board after completing an accredited program, passing the CFP exam, and meeting experience requirements.

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 companies hire financial plannings in Arizona?

Employers hiring financial plannings in Arizona right now include Osaic, TEEMA, and Vixxo, based on current listings on Migrate Mate as of September 2026. Arizona's concentration of major financial services operations and large self-insured employers makes it a consistent market for both retail and institutional financial planning roles.

Which Arizona cities have the most financial planning jobs?

Phoenix, Scottsdale, and Tempe are the Arizona cities with the most financial planning openings. The Phoenix metro drives the majority of demand given its density of corporate headquarters, regional bank operations, and wealth management firms, while Scottsdale's affluent population and concentration of independent advisory practices and private banking offices account for significant hiring in that corridor.

Are there remote financial planning jobs in Arizona?

Yes, and more than many financial roles, since financial planning work is largely analytical and relationship-based rather than physically hands-on. About 75% of financial planning openings tied to Arizona are remote or hybrid as of September 2026, reflecting the industry's growing comfort with virtual client meetings and cloud-based planning tools. Portfolio review, financial analysis, and plan preparation tasks are the most commonly performed remotely.

How can I get hired as a financial planning in Arizona with little or no experience?

The most realistic entry path is through a paraplanner or financial planning associate role, which large Arizona firms such as Fidelity Investments and Charles Schwab regularly post as structured entry points for candidates without advisory experience. Completing a CFP Board-registered education program at Arizona State University or the University of Arizona strengthens any application considerably. Lateral moves from banking, insurance, or accounting roles are also common, and holding an active Series 65 license before applying gives candidates a clear edge over other entry-level applicants.

Where can I find and apply to financial planning jobs in Arizona?

You can find and apply to financial planning jobs in Arizona on Migrate Mate, which lists current openings from employers actively hiring in the state. Search the available roles, identify the ones that match your experience and credentials, and apply directly to each position that fits.

See All 18 Financial Planning Jobs in Arizona

Find roles in Arizona that match your experience and apply in just a few clicks.

Find Financial Planning Jobs