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Private Wealth Associate Jobs in Arizona (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Tempe, AZ

$78K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this role ends on May 31, 2027. Work You'll Do As a Tax Senior in our Private Wealth Tax practice, you ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

Responsibilities Primary Private Wealth Responsibilities, Approximately 70% * Support advisors and relationship managers in the delivery of advice to high-net-worth clients, families, business owners ...

TIAA

Wealth Advisor

Phoenix, AZ · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

474 MS Services Group, Inc.

Mortgage Banker

Tempe, AZ · On-site

... and Private Wealth Management mortgage transactions. Supervise an individual or team of Associate Mortgage Bankers, assessing performance, holding these employees accountable and recommending ...

474 MS Services Group, Inc.

Mortgage Banker

Tempe, AZ · On-site

... and Private Wealth Management mortgage transactions. Supervise an individual or team of Associate Mortgage Bankers, assessing performance, holding these employees accountable and recommending ...

Morgan Stanley

Mortgage Banker

Tempe, AZ · On-site

... Private Wealth Management mortgage transactions. * Supervise an individual or team of Associate Mortgage Bankers, assessing performance, holding these employees accountable and recommending ...

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How much do private wealth associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for private wealth associate in Arizona is $18.52, according to ZipRecruiter salary data. Most workers in this role earn between $13.89 and $19.28 per hour, depending on experience, location, and employer.

What is a private wealth associate?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

What does a private wealth associate do?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a private wealth associate?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a desirable career path for those interested in finance and client service.

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Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,512 per year, or $18.5 per hour.

Associate Private Wealth Advisor

Bahnsen Group LLC

Phoenix, AZ • Hybrid

Full-time

Medical, Dental, Vision, Retirement

Re-posted 22 days ago

Job description

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date.

RESPONSBILITIES

  • Assist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
  • Serve as the dedicated financial planner to the Phoenix Private Wealth Advisors
  • Utilization of e*Money financial planning software
  • Supporting client administrative needs around e*Money
  • Ability to create robust financial plans and formulate recommendations for clients
  • After training and development (target 2-4 months): Enter into client advisory role whereby business development and relationship management are expanded

QUALIFICATIONS

  • 4-10 years of work experience (preferably in financial services or an RIA)
  • Expectation of growing into a Private Wealth Advisor in the coming years
  • Strong interest in pursuing the CFP® credential (preferably already has a CFP® or has already started the process but does not need to have the designation for hire)
  • A strong understanding of financial planning concepts – tax, estate, retirement, insurance, cash flow planning, etc.
  • Accurate, organized, and highly detail-oriented
  • An effective communicator who is highly responsive and can provide thoughtful advice to clients

CONSIDERATION

  • Salary commensurate with experience
  • Full benefits package including medical, dental, vision, and disability
  • 401(k) plan with employer contribution of 3% of compensation

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