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Assistant Wealth Management Jobs in Arizona (NOW HIRING)

US Bank

Wealth Management Advisor

Tempe, AZ

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office ... Responsibilities * Assist on special projects (internal projects/client specific) * Help team ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$15 - $19.75/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office ... Responsibilities * Assist on special projects (internal projects/client specific) * Help team ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$13.75 - $18.25/hr

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office ... Primary responsibilities may include the following, among others: * Assist on special projects ...

Sequoia Financial Group Llc

Wealth Advisor

Phoenix, AZ · On-site

Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated ... * Assist or lead in the creation of asset management reports to be delivered to clients (the ...

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Assistant Wealth Management information

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$27K

$45.1K

$64.8K

How much do assistant wealth management jobs pay per year?

As of Aug 23, 2026, the average yearly pay for assistant wealth management in Arizona is $45,100.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $45,200.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

What are the most commonly searched types of Wealth Management jobs in Arizona?

The most popular types of Wealth Management jobs in Arizona are:

What are popular job titles related to Assistant Wealth Management jobs in Arizona?

For Assistant Wealth Management jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Assistant Wealth Management jobs in Arizona look for?

The top searched job categories for Assistant Wealth Management jobs in Arizona are:

What cities in Arizona are hiring for Assistant Wealth Management jobs?

Cities in Arizona with the most Assistant Wealth Management job openings:

Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $45,100 per year, or $21.7 per hour.

Wealth Management Risk Consultant II

BOK Financial

Phoenix, AZ

Full-time

Re-posted 15 days ago

Job description

Req ID: 78252 

Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Fort Worth -FTWT, Kansas City -KSCY, Phoenix -PHOE 

Areas of Interest: Corporate Trust; Risk Management; Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 08/31/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
Discretionary
Summary

We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future. 

Job Description

The Wealth Management Risk Consultant is primarily responsible for assisting with the management of the Control Objectives for their respective business line, which includes among other things, identifying areas of potential risk for the business line and/or its clients.  Performs independent reviews of new and existing accounts.  Reports any findings to the Strategic Risk Officer.  Identifies training needs and process improvements based upon review finding.  Assists with the development of processes, procedures and reporting systems to mitigate that risk.  Assists with routine audits and compliance tests. 

Team Culture

You'll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, and Institutional Wealth.  Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness.

How You'll Spend Your Time
  • You will perform independent reviews of new and existing accounts, the governing documents, account coding and / or control reports to confirm compliance with policies and procedures. You will also identify any gaps while working closely with administrators to correct and report any significant findings to the Strategic Risk Officer, Department Managers and/or Corporate Governance Committees when appropriate.
  • You will identify risks and assist with the implementation of controls to manage the identified risks while assisting with the drafting of policies and procedures to ensure that controls are effective and test those controls on a periodic basis. 
  • You will actively participate in annual reviews of process maps and the risk and control self-assessment (RCSA).
  • You will prepare for internal and external audits by working with administration to collect required data. This will include participating in ongoing meetings with auditors, compliance, regulators, and risk personnel to ensure all required information has been collected and reviewed. 
  • You will have routine interaction with corporate compliance, internal audit, and wealth management risk.
  • You will identify training needs and process improvements and assists the Strategic Risk Officer with the development of training materials and process improvements.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 5-7 years of knowledge and experience with Wealth Management relationships, or 9+ years equivalent experience.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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