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Associate Advisor Jobs in Phoenix, AZ (NOW HIRING)

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 ...

Raymondjames

Associate Wealth Advisor

Scottsdale, AZ · On-site

As our team grows, we are seeking an Associate Wealth Advisor who shares our long-term vision and values. The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ

$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 ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Phoenix, AZ

Associate Advisor information

See Phoenix, AZ salary details

$11

$25

$45

How much do associate advisor jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for associate advisor in Phoenix, AZ is $25.75, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $29.62 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?

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 Phoenix, AZ? The most popular types of Advisor jobs in Phoenix, AZ are:
What are popular job titles related to Associate Advisor jobs in Phoenix, AZ? For Associate Advisor jobs in Phoenix, AZ, the most frequently searched job titles are:
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What cities near Phoenix, AZ are hiring for Associate Advisor jobs? Cities near Phoenix, AZ with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Phoenix, AZ as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 79% In-person, 7% Hybrid, and 14% Remote job distribution, with an average salary of $53,559 per year, or $25.7 per hour.

Relationship Manager & Servicing Advisor

Farther

Scottsdale, AZ

Full-time

Re-posted 2 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

  • Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
  • Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
  • Own the full client meeting cycle — prep, attendance, notes, and all follow-up
  • Build relationships deep enough that clients come to you first
  • Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
  • Maintain meticulous CRM records and workflows across Farther's platform and planning software
  • Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
  • Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

  • CFP® certification with 10+ years of financial planning experience
  • Direct client-facing experience — you've owned relationships, not just supported them
  • Strong planning knowledge across retirement, tax, estate, and equity compensation
  • Proficiency with eMoney and/or RightCapital
  • Active AI tool user — not just open to it, actually doing it
  • Exceptional follow-through — nothing slips
  • Clear communicator who builds genuine client trust
  • Series 65 (or equivalent); clean U4

Bonus Points

  • Background in a paraplanner, service advisor, or associate advisor role at an RIA
  • HNW or UHNW client experience
  • Familiarity with Farther's platform or similar modern wealth tech stacks
  • Additional designations (ChFC, CLU, CDFA)
  • Experience in team-based advisory models

Why Join Us

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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