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Executive Assistant To Financial Advisor Jobs in Arizona

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 ...

Financial Advisor

Scottsdale, AZ · On-site

$100 - $250/hr

... executive search and talent acquisition firm. We have been exclusively retained to recruit for a ... Access to shared corporate office space and administrative assistant support. * Direct pathways for ...

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Executive Assistant To Financial Advisor information

What does an executive assistant to financial advisor do?

An Executive Assistant to a Financial Advisor provides high-level administrative support to financial advisors or wealth managers. Their responsibilities typically include managing schedules, organizing meetings, handling client communications, preparing financial documents, and ensuring smooth daily operations. They often serve as a liaison between clients and the advisor, helping to maintain client relationships and confidentiality. Attention to detail, organization, and discretion are essential skills for this role.

How does an executive assistant to financial advisor support client relationship management, and what challenges may arise?

An Executive Assistant to a Financial Advisor often plays a key role in maintaining and enhancing client relationships by managing communications, scheduling review meetings, and ensuring client inquiries are addressed promptly and professionally. Challenges may include balancing the needs of multiple high-priority clients, maintaining confidentiality, and adapting to the advisor’s workflow preferences. Successful EAs develop strong organizational skills and proactive communication habits to anticipate client needs and ensure a seamless client experience for both the advisor and their clients.

What are the key skills and qualifications needed to thrive as an executive assistant to financial advisor, and why are they important?

To thrive as an Executive Assistant to a Financial Advisor, you need strong organizational skills, attention to detail, and proficiency in office administration, often supported by experience in finance or business environments. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically required. Excellent communication, discretion, and multitasking abilities are vital soft skills for managing confidential information and high-level client interactions. These competencies ensure seamless office operations, effective client support, and help the financial advisor focus on strategic priorities.

What is the difference between Executive Assistant To Financial Advisor vs Administrative Assistant To Financial Advisor?

AspectExecutive Assistant To Financial AdvisorAdministrative Assistant To Financial Advisor
CredentialsTypically requires experience in finance, possibly certifications like CFP or Series 7Usually no specific financial certifications required
Work EnvironmentHigh-level, client-facing, often involved in financial planning tasksGeneral office support, administrative tasks
Employer & Industry UsageFinancial firms, wealth management firms, financial advisory practicesFinancial firms, small offices, administrative support roles
Search & Comparison IntentUnderstanding roles supporting financial advisors with specialized tasksGeneral administrative support for financial advisors

The main difference is that an Executive Assistant To Financial Advisor often handles more specialized, client-facing, and financial-related tasks, sometimes requiring financial knowledge or certifications. An Administrative Assistant To Financial Advisor typically performs general administrative duties without specific financial expertise. The executive role involves higher responsibility and closer collaboration with clients and financial planning activities.

Where to go after being an executive assistant to a financial advisor?

An executive assistant to a financial advisor can transition into roles such as financial analyst, office manager, or client services manager, leveraging skills in organization, communication, and financial tools. Gaining certifications like the CFP or CFA can also open pathways into financial planning or advisory roles.

What are popular job titles related to Executive Assistant To Financial Advisor jobs in Arizona?

For Executive Assistant To Financial Advisor jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Executive Assistant To Financial Advisor jobs in Arizona look for?

The top searched job categories for Executive Assistant To Financial Advisor jobs in Arizona are:

What cities in Arizona are hiring for Executive Assistant To Financial Advisor jobs?

Cities in Arizona with the most Executive Assistant To Financial Advisor job openings:

Infographic showing various Executive Assistant To Financial Advisor job openings in Arizona as of August 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 100% In-person job distribution.

Executive Assistant to Rawhide Development President and CEO

Arizona Cardinals

Tempe, AZ • On-site

$70 - $110/hr

Other

Medical, Dental, Vision, Retirement

Re-posted 23 hours ago


Job description

Executive Assistant to Rawhide Development President and CEO
  • Posted on August 4, 2026
Locations

Showing 1 location

  • Tempe Training Facility
    AZ
    8701 South Hardy Drive
    Tempe, AZ 85284, USA
  • Administrative
  • Full-Time
  • Requisition #: EXECU001551
Description

Position: Executive Assistant to Rawhide Development President and CEO – Full Time/Exempt

Department:Rawhide Development

Reports to: Rawhide Development President and CEO

Location:Phoenix/Scottsdale area (Rawhide Development /Cardinals facility)

Format: In-person

Note: Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of a student or employment Visas (including, but not limited to F-1, M-1, J-1, H-1B, OPT and/or CPT programs, etc.).

Job Summary:

Rawhide Development, the real estate development affiliate of the Arizona Cardinals Football Club, is seeking a Senior Executive Assistant to support the President & CEO and the broader Rawhide Development team. This is a high-visibility, high-trust role for a fast-moving, newly formed organization. The ideal candidate operates with discretion and independent judgment, anticipates needs before being asked, and can flex between calendar management and cross-team project coordination. Real estate development industry experience is strongly preferred.

This role requires the highest level of confidentiality and discretion. The Executive Assistant will regularly be exposed to sensitive business, financial, personnel, and strategic information — including matters related to land transactions, ownership discussions, and organizational planning — and must handle all such information with absolute discretion, both inside and outside the organization.

Primary Job Duties:

The Executive Assistant to the Rawhide Development President and CEO will have the daily responsibilities including, without limitation, to the following:

  • Executive Support
    • Own and proactively manage a complex, shifting calendar across internal Cardinals leadership, external partners, consultants, and public agencies - resolving conflicts, prioritizing competing requests, and protecting focus time
    • Serve as the primary gatekeeper for the CEO's time and access, applying strong judgment to triage meeting requests and determine what warrants the CEO's direct involvement versus delegation
    • Coordinate domestic travel arrangements, itineraries, and logistics
    • Screen and prioritize communications, especially with Cardinals ownership
    • Prepare, format, and organize materials for meetings, presentations, and board-level updates
    • Handle confidential correspondence, files, and conversations with strict discretion, using sound judgment about what can be shared, with whom, and when
  • Team & Project Coordination
    • Support the broader Rawhide Development team (currently small, growing) with scheduling, logistics, and cross-functional coordination
    • Maintain master tracking lists for action items, deliverables, and deadlines across multiple concurrent workstreams
    • Follow up on open items to ensure accountability and on-time completion
    • Coordinate meeting logistics for internal stakeholders, consultants, contractors, and external partners
    • Organize and maintain files, contracts, and records in SharePoint and OneDrive, using clear folder structures, naming conventions, and permissions so the team can quickly find and safely share what they need
    • Serve as the team's go-to resource for document organization and file governance as Rawhide Development scales, including managing access and version control on shared drives
  • Cross-Organizational Relationship Management
    • Build effective working relationships across Cardinals departments (Legal, Finance, People, Construction, Media Relations) to keep information flowing smoothly
    • Represent the CEO's office professionally in interactions with ownership, executives, consultants, and outside partners
    • Exercise consistent discretion in all interactions, recognizing the sensitivity of Rawhide Development's work and its proximity to ownership
  • Proficient across Microsoft Office (Word, Excel, PowerPoint, Outlook), with strong working knowledge of SharePoint and OneDrive for file organization, document sharing, and collaboration
  • Comfortable learning new project management or collaboration platforms as the team's tools evolve
  • Comfortable using AI tools to support drafting, summarization, scheduling, and research tasks
  • Identify opportunities to streamline processes, tracking systems, and communication workflows as the team scales
  • Other duties as assigned.

Qualifications/Requirements

  • Education: Bachelor's degree preferred but not required with equivalent experience
  • Experience: At least seven (7) years of experience as an Executive Assistant supporting C-suite or senior leadership
  • Proven track record of complex calendar management and gatekeeping for a senior executive, including independently resolving scheduling conflicts and prioritizing access.
  • Working proficiency with SharePoint and OneDrive, including folder structure design, permissions, and version control.
  • Experience supporting executives in real estate, development, construction, or a related industry strongly preferred.
  • Demonstrated track record of handling confidential and sensitive information with absolute discretion.
  • Demonstrated ability to manage competing priorities in a fast-paced, evolving organization.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with meticulous attention to detail.
  • Comfortable working independently and taking initiative in an entrepreneurial, start-up-like environment.
  • Flexibility to work evenings, weekends, and holidays; hours may vary depending on business needs.
  • Must successfully complete pre-employment screening, including a background check.

What Success Looks Like

  • The CEO's time and priorities are protected and well-organized.
  • Nothing falls through the cracks — action items, deadlines, and follow-ups are tracked and closed out
  • The Rawhide Development team operates smoothly as it scales, with strong internal coordination
  • Cross-organizational relationships (Cardinals leadership, consultants, partners) are professional and well-managed
  • Sensitive information is consistently and reliably safeguarded

Rawhide Development has developed a comprehensive benefits package that provides economic and inclusive benefits to full-time employees. The Rawhide Development benefits offer care, protection, and support for employees and their loved ones. The Rawhide Development organization encourages an environment that is conducive to living a healthy, productive, and flexible lifestyle.

Benefits and Perks include, but are not limited to:

  • Health, Dental, and Vision Insurance options; effective the first day of hire
  • 401 (k) retirement option with employer match contribution
  • Time off for Maternity, Paternity, Military, and Bereavement
  • MDLIVE: 24/7 medical support
  • Flexible Spending Accounts (FSA) & Health Care Saving Account options
  • Discounts on Cardinals gear & paraphernalia
  • Tuition reimbursement & Professional Growth opportunities
  • Daily free lunch

The Arizona Cardinals Football Club and Rawhide Development is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.

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Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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