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Entry Level Wealth Management Jobs in Arizona (NOW HIRING)

Trajan Wealth LLC

Concierge - $23 - $26/hr

Scottsdale, AZ · On-site

$23 - $26/hr

This is an excellent entry-level opportunity for someone who is curious about wealth management and wants a front-row seat to how a fast-growing Family Office operates - with real potential to grow ...

Trajan Wealth LLC

Concierge - 23 - 26/hr

Scottsdale, AZ · On-site

$23 - $26/hr

This is an excellent entry-level opportunity for someone who is curious about wealth management and wants a front-row seat to how a fast-growing Family Office operates - with real potential to grow ...

Squaremouth

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

... wealth management services. This entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting ...

HUB International

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

... wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and ...

Northern Trust

Analyst, Alt Investments

Tempe, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

Analyst, Alt Investments

Tempe, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

Analyst, Alt Investments

Tempe, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

Analyst, Alt Investments

Tempe, AZ

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

AssetMark, Inc.

New Business Case Manager

Phoenix, AZ · On-site

$65K - $70K/yr

At AssetMark , we're a mission-driven, industry-leading B2B wealth management firm managing over ... Calm under pressure, with a solutions-first mindset Preferred Qualifications: Entry-Level/Early ...

Northern Trust

Analyst, Alt Investments

Tempe, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

Analyst, Alt Investments

Tempe, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

AssetMark

New Business Case Manager

Phoenix, AZ · Hybrid

$65K - $70K/yr

At AssetMark , we're a mission-driven, industry-leading B2B wealth management firm managing over ... Calm under pressure, with a solutions-first mindset Preferred Qualifications: Entry-Level/Early ...

Northern Trust

Sr. Analyst, MO Trade Proc HFS

Tempe, AZ · On-site +1

$50K - $75K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... May be entry level or 1-3 years of experience in financial services industry Applicants must be ...

Northern Trust

Sr. Analyst, MO Trade Proc HFS

Tempe, AZ · On-site

$50K - $75K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... May be entry level or 1-3 years of experience in financial services industry Applicants must be ...

Northern Trust

Rep, Participant Services

Tempe, AZ

$41K - $61K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Experience :Entry level position with prior client service or related experience preferred.

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All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Arizona

Entry Level Wealth Management information

See Arizona salary details

$23.3K

$44.6K

$63.8K

How much do entry level wealth management jobs pay per year?

As of Aug 9, 2026, the average yearly pay for entry level wealth management in Arizona is $44,573.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $48,500.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and managing client accounts. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

Is it hard to get a job in entry level wealth management?

Entry level wealth management positions often require a relevant bachelor's degree, strong communication skills, and sometimes passing licensing exams such as the Series 7 or Series 66. Competition can be high, but gaining internships, certifications, and networking can improve chances of securing an entry-level role.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.
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 Entry Level Wealth Management jobs in Arizona? For Entry Level Wealth Management jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Entry Level Wealth Management jobs in Arizona look for? The top searched job categories for Entry Level Wealth Management jobs in Arizona are:
What cities in Arizona are hiring for Entry Level Wealth Management jobs? Cities in Arizona with the most Entry Level Wealth Management job openings:
Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Arizona as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $44,573 per year, or $21.4 per hour.

Concierge - $23 - $26/hr

Trajan Wealth LLC

Scottsdale, AZ • On-site

$23 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
The Opportunity
Your voice is often the very first impression someone has of Trajan Wealth. This role is the front door to our Family Office - and a natural launching point into a career in wealth management.
As a Concierge, you'll be the first point of contact for everyone who calls Trajan Wealth - prospective clients, existing clients, and internal team members alike. You'll listen closely, understand what each call needs, and route them to the right person or department quickly and professionally. It's a role built on warmth, sharp listening, and genuine care for the person on the other end of the line.
This is an excellent entry-level opportunity for someone who is curious about wealth management and wants a front-row seat to how a fast-growing Family Office operates - with real potential to grow into other roles within the firm.
Duties and responsibilities
  • Answer all inbound calls promptly, professionally, and with a warm, welcoming tone.
  • Actively listen to determine the purpose of each call and the caller's needs.
  • Accurately direct calls to the appropriate advisor, department or team member.
  • Take clear, detailed messages when a direct transfer isn't possible.
  • Maintain a polished, client-first impression on every call as the voice of Trajan Wealth.
  • Log all details and outcomes accurately in the CRM.
  • Escalate urgent or sensitive calls appropriately and promptly.
  • Support the broader Concierge and contact center team with day-to-day administrative tasks as needed.

Qualifications
  • A friendly, clear, and professional phone presence.
  • 3+ years of administrative responsibilities.
  • Excellent organizational skills and attention to detail.
  • Comfort learning and working with a CRM, and multi-line phone system.
  • A genuine interest in financial services, wealth management, or client service as a career path.
  • Dependability and a strong sense of ownership over the caller's experience.
  • No prior financial industry experience required - we'll teach you the rest.

Benefits
  • $23.00 to $26.00 per hour.
  • 401(k) with company matching contribution up to 13%.
  • United Healthcare PPO medical coverage for employees, paid by the company.
  • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, and Life Insurance.
  • Additional voluntary benefit options available.
  • Generous PTO and paid holidays.
  • A clear path for growth into other client development and wealth management roles at Trajan Wealth.

Come and join a team that is making a difference in their clients and employee's lives!

Apply