TheJobsMapUnited Planners jobs and careers
Scottsdale, AZ, United States
As of October 24, 2026, United Planners has no open roles listed.
About United Planners
United Planners is an advisor-owned wealth mgmt firm that provides back-office services & support to independent financial advisors.
- Founded
- 1987
- Employees
- 125
- Headquarters
- Scottsdale
Leadership
The top of United Planners's org chart, with how many people report into each leader.
Michael A. Baker
President, CEO & General Partner
39 reports
Chad Shindel
EVP, Chief Financial Officer & General Partner
18 reports
Billy Oliverio
EVP, CMO & General Partner
4 reports
Aaron Spradlin
Chief Information Officer
3 reports
Dave Hauer
Chief Compliance Officer/AML Officer
3 reports
Chad Shindel Cpa, Cgma
Vice President - Chief Financial Officer
3 reports
Sheila J. Cuffari-Agasi
EVP, Chief Revenue Officer & General Partner
Cynthia King
General Counsel
Aif® Sheila Cuffari-Agasi
Executive Vice President Chief Revenue Officer
Jobs at United Planners
No open positions right now. Explore more companies on TheJobsMap.
United Planners jobs: common questions
- Is United Planners hiring right now?
- United Planners has no open roles listed as of October 24, 2026. Roles appear here as soon as they are posted on United Planners's careers site.
- Where is United Planners headquartered?
- United Planners is headquartered in Scottsdale, AZ, United States and was founded in 1987.
- Who leads United Planners?
- Michael A. Baker, President, CEO & General Partner, is at the top of United Planners's org chart.
- How do I apply for a job at United Planners?
- Pick a role on United Planners's TheJobsMap page and select Apply. Every listing links to the original posting on United Planners's own careers site, so you apply directly with the employer.