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Estate Planning Associate Jobs in Arizona (NOW HIRING)

Blue Trust Inc

Associate Advisor

Tempe, AZ · On-site

An Associate Advisor Supports advisor(s) in serving client relationships with excellence by ... estate planning. * Implements investment transactions utilizing company's trading software.

New

RSM

Tax Senior Associate - Real Estate

Phoenix, AZ · On-site

$74K - $92K/yr

We are seeking a Tax Senior Associate for our Real Estate group. We serve a broad array of real ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...

RSM

Tax Senior Associate - Real Estate

Phoenix, AZ

$74K - $92K/yr

We are seeking a Tax Senior Associate for our Real Estate group. We serve a broad array of real ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...

NACBA

Probate Attorney

Phoenix, AZ · On-site

$110 - $150/hr

Familiarity with estate planning documents, trust interpretation, fiduciary duties, and beneficiary rights. Prior responsibility for managing a caseload, developing case strategy, and working with ...

New

Brown & Associates, PLLC

Litigation Paralegal

Gilbert, AZ · On-site

$24 - $28/hr

The firm focuses on consumer law, including real estate, contracts, bankruptcy, and lemon law, as well as personal injury matters and estate planning. We are looking for a highly organized, detail ...

Brown & Associates, PLLC

Litigation Paralegal

Gilbert, AZ · On-site

$24 - $28/hr

The firm focuses on consumer law, including real estate, contracts, bankruptcy, and lemon law, as well as personal injury matters and estate planning. We are looking for a highly organized, detail ...

Carvana

Senior Manager, Real Estate

Tempe, AZ · On-site

Lead a team of Real Estate Associates and Development Project Managers in market analysis, site ... Bachelor's degree in real estate, finance, economics, urban planning, marketing, accounting, or ...

New

RSM

Tax Senior Associate - Real Estate

Phoenix, AZ

$80K - $100K/yr

We serve a broad array of real estate owners, developers, and investors including public and ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...

Brown & Associates, PLLC

Litigation Paralegal

Gilbert, AZ · On-site

$24 - $28/hr

The firm focuses on consumer law, including real estate, contracts, bankruptcy, and lemon law, as well as personal injury matters and estate planning. We are looking for a highly organized, detail ...

Parallel Advisors

Wealth Strategist

Scottsdale, AZ · On-site

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing ... estate planning attorneys on a regular basis. * Assist in organizing work papers, scanning and ...

Parallel Advisors

Wealth Strategist

Scottsdale, AZ · Hybrid

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing ... estate planning attorneys on a regular basis. * Assist in organizing work papers, scanning and ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ · On-site

$20 - $24/hr

... is a growing estate planning law firm whose mission is to empower individuals and families to ... Associate or higher degree (preferred) * Ability to work regular business hours Monday-Friday ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ · On-site

$20 - $24/hr

... is a growing estate planning law firm whose mission is to empower individuals and families to ... Associate or higher degree (preferred) * Ability to work regular business hoursMonday-Friday, with ...

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All JobsEstate Planning Associate JobsEstate Planning Associate Jobs in Arizona

Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.

What are the most commonly searched types of Estate Planning jobs in Arizona?

The most popular types of Estate Planning jobs in Arizona are:

What cities in Arizona are hiring for Estate Planning Associate jobs?

Cities in Arizona with the most Estate Planning Associate job openings:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Arizona as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution.

Financial Advisor (Sun Lakes, AZ)

Humans Being Resources

Sun Lakes, AZ

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

Financial Advisor
Financial Planner
(Financial Services)
Our client's Independent Financial Services Firm located in the Sun Lakes, AZ area is growing rapidly and looking to add a key employee. They are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 5+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role
    (Example: Associate Financial Planner, Associate Financial Advisor, etc.)
  • Current FINRA Series 7 or Series 6 Securities License
  • Current FINRA Series 66 or 65/63 Securities License
  • Current Life, Health & Annuities License
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience
    (Example: DocuSign, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience
    (Example: Holistiplan, Wealthscape, eMoney, MoneyGuidePro, Advisor360, etc.)
  • Video Meeting Application experience
    (Example: MS Teams, Zoom, GoToMeeting, etc.)
PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business or related field of study is a plus
ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Advisor / Financial Planner you will: 
 
  • Initiate, track and complete client paperwork
  • Effectively manage current clients, new leads and grow an assigned "book" of clients
  • Assist in developing and executing financial plans and strategies for current and future clients
  • Follow-up on and document pending business with companies and clients
  • Actively participate in pre and post client meeting support
  • Prepare financial plans, periodic planning reports and develop strategic recommendations
  • Support Financial Advisor leadership team in the development, research, and analysis of client financial plans
  • Conduct client presentations regarding financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Update CRM / Database System and client data to reflect most current communications and accurate information
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of the client's entire financial and family situation, while being able to structure a goal-based investment and financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients
  • Collaborate with team members on helping to integrate: tax, investments, insurance, estate planning and cash flow all into the client's overall financial plan
REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Sound understanding of the financial markets system
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies related to office operations
  • Willingness and desire to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION:
  • $120,000 - $150,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Insurance + 401K w-Match
  • Long-Term & Short -Term Disability Insurance
  • Monday-Friday Work Schedule + Great Work/Life Balance
  • Tremendous Career Growth & Ownership/Partnership Opportunities
  • Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Sun Lakes, AZ area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!