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Entry Level Wealth Management Jobs in Arizona (NOW HIRING)

Trajan Wealth LLC

Tax Associate

Scottsdale, AZ · On-site

$70K/yr

About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan ® ... This role serves as an important stepping stone between an entry-level tax professional and a ...

Trajan Wealth LLC

Tax Associate

Scottsdale, AZ · On-site

$70K/yr

About Trajan WealthWith over $3 billion in assets under management and advisement, Trajan ® Wealth ... This role serves as an important stepping stone between an entry-level tax professional and a ...

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 ...

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, 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 ...

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

Rep, Participant Services

Tempe, AZ · On-site

$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.

Northern Trust

Rep, Participant Services

Tempe, AZ · On-site

$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.

Northern Trust

Analyst, Sec Processing

Tempe, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... This is an entry level position with opportunity to develop professionally. Major Duties Ensure ...

Northern Trust

Analyst, Sec Processing

Tempe, AZ · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... This is an entry level position with opportunity to develop professionally. Major Duties Ensure ...

Northern Trust

Analyst, Fund Accounting

Tempe, AZ · On-site

$41K - $61K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... service. Entry level analyst position under direct supervision responsible for evaluating ...

Northern Trust

Analyst, Fund Accounting

Tempe, AZ · On-site

$41K - $61K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... service. Entry level analyst position under direct supervision responsible for evaluating ...

Symmetry

Entry Level Remote Sales

Tolleson, AZ · Remote

$100K/yr

... policies, wealth accumulation, retirement solutions and financial advice. We are looking to train people to become a manager of Remote Insurance Sales Representatives and lead in select regions ...

Symmetry

Entry Level Remote Sales

Tolleson, AZ · Remote

$100K/yr

... policies, wealth accumulation, retirement solutions and financial advice. We are looking to train people to become a manager of Remote Insurance Sales Representatives and lead in select regions ...

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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 Sep 3, 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 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 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.

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 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.

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 learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

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 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $44,573 per year, or $21.4 per hour.

Tax Associate

Trajan Wealth LLC

Scottsdale, AZ • On-site

$70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 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 out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
Trajan Tax is growing, and we are seeking a motivated and detail-oriented Tax Associate to join our Scottsdale, AZ office. This role serves as an important stepping stone between an entry-level tax professional and a senior Tax CPA. The Tax Associate will support tax preparation, accounting, research, and client service activities while continuing to develop technical expertise and professional skills.
This position is ideal for an accounting professional who is actively pursuing CPA licensure, recently CPA eligible, or a newly licensed CPA seeking to gain additional public accounting experience. The Tax Associate will work closely with senior tax professionals and clients while gaining exposure to tax planning, tax compliance, and consulting engagements.
This position is onsite at our Scottsdale corporate headquarters.
Duties and responsibilities
  • Prepare and review individual and business tax returns, including Forms 1040, 1120C, 1120S, 1065, and 1041.
  • Gather, organize, and analyze client financial information to ensure timely and accurate tax return preparation.
  • Conduct tax research and assist in identifying tax planning opportunities for clients.
  • Support tax projections, quarterly estimated tax calculations, and year-end tax planning initiatives.
  • Communicate directly with clients to request documentation, answer routine tax questions, and provide status updates.
  • Assist with IRS and state tax notices, correspondence, and resolution efforts.
  • Participate in client engagements from planning through completion while ensuring deadlines and quality standards are met.
  • Assist with year-end filings including 1099s, W-2/W-3s, personal property tax filings, and sales tax returns.
  • Support accounting and financial statement engagements by performing reconciliations, posting journal entries, processing accounts payable and receivable transactions, and preparing workpapers.
  • Collaborate with the Tax CPA on complex tax matters, consulting projects, and tax-saving strategies.
  • Maintain awareness of changes in federal and state tax laws and regulations.
  • Assist in mentoring interns and supporting the training of new team members as needed.
  • Support internal finance and accounting projects as assigned.

Qualifications
  • 1-2 internships completed in tax
  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA eligible, actively pursuing CPA licensure, or newly licensed CPA preferred.
  • Working knowledge of federal and state tax laws and regulations.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Strong attention to detail and commitment to client service.

Benefits
  • $70,000 base salary plus $15,000 to $25,000 yearly bonus
  • 401(k) with matching component
  • United Healthcare PPO medical employee coverage paid by Company
  • Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefit options
  • Generous holidays and PTO
  • Professional development support and CPA growth opportunities
  • Exposure to a variety of individual and business tax engagements
  • Opportunity to work alongside experienced tax and wealth management professionals

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

Apply