Head of Financial Planning & Client Experience

Modern Wealth Management, LLC in Mesa, AZ seeks a Head of Financial Planning to lead the firm’s planning function and elevate client engagement. This role partners with Client Experience, Advantage Offerings, and Growth to deliver a unified planning experience.

You will set standards, scale delivery, coach Advisors, and drive growth through planning-led conversations. Requires 10+ years in financial planning or related fields; Bachelor's in Finance or Accounting; strong regulation knowledge;