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Associate Advisor Jobs in Arizona (NOW HIRING)

Raymondjames

Associate Advisor

Gilbert, AZ

The Associate Advisor is an integral part of our team. The ideal candidate has a servant heart and teacher mentality. Additionally, they are registered, have strong client relationship management ...

CivicMinds, Inc.

Executive Wealth Advisor

Mesa, AZ · On-site

Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. * Serves on investment management ...

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ · On-site

$85K - $145K/yr

As the Associate Financial Advisor progresses, there will be an ultimate expectation to build a book of clients and contribute to the revenue of the overall practice. Additional steps will also ...

H&R Block

Block Advisor Tax Advisor

Tucson, AZ · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Arizona

Associate Advisor information

See Arizona salary details

$11

$24

$42

How much do associate advisor jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for associate advisor in Arizona is $24.17, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $27.79 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Arizona? The most popular types of Advisor jobs in Arizona are:
What are popular job titles related to Associate Advisor jobs in Arizona? For Associate Advisor jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Arizona look for? The top searched job categories for Associate Advisor jobs in Arizona are:
What cities in Arizona are hiring for Associate Advisor jobs? Cities in Arizona with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Arizona as of June 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,267 per year, or $24.2 per hour.

Associate Advisor

Raymond James Financial, Inc.

Gilbert, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Job Description Summary
Relationship driven. Planning focused. Elevated Wealth Management is a team driven by the motivation to help our clients achieve their goals. Our team is growing, and as such we are seeking an Associate Advisor who shares our vision and values.
The Associate Advisor is an integral part of our team. The ideal candidate has a servant heart and teacher mentality. Additionally, they are registered, have strong client relationship management skills, and thrive in a team-oriented environment.
Ready to take the next step? Read on and apply below.
Job Description
Essential Duties and Responsibilities
  • Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
  • Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
  • Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
  • Manage client referrals, ensuring smooth onboarding and integration into the firm.
  • Conduct quarterly and annual client reviews to align financial goals
  • Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
  • Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
  • Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
  • Assist the financial advisor by taking notes during client meetings, providing key insights, and handling documentation.
  • Ensure that all compliance standards are met for client documentation and communication.
  • Actively contribute to the firm's ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/Certifications
  • SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state

Elevated Wealth Management and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
Education
Bachelor's (Required)
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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