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Wealth Advisor Assistant Jobs in Arizona (NOW HIRING)

Fullerton Financial Planning

Wealth Advisor

Peoria, AZ · On-site

$80K - $100K/yr

A successful Wealth Advisor connects and builds rapport with leads, prospects, and clients in order to better assist the Lead Advisor and maintain the relationships that the firm has worked hard to ...

Alerus

Wealth Advisor

Phoenix, AZ · On-site

$60K/yr

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core ... All financial advisors assist clients in their selection of Alerus products by recommending ...

Alerus

Wealth Advisor

Tempe, AZ

$60K/yr

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core ... All financial advisors assist clients in their selection of Alerus products by recommending ...

Alerus

Wealth Advisor

Scottsdale, AZ · On-site

$60K/yr

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core ... All financial advisors assist clients in their selection of Alerus products by recommending ...

Alerus

Wealth Advisor

Scottsdale, AZ · On-site

$60K/yr

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core ... All financial advisors assist clients in their selection of Alerus products by recommending ...

BOK Financial

Private Wealth Advisor

Phoenix, AZ · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... Our Advisors also have access to an exceptional Financial Planning team to assist with the planning ...

BOK Financial

Private Wealth Advisor

Phoenix, AZ · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... Our Advisors also have access to an exceptional Financial Planning team to assist with the planning ...

BOK Financial

Private Wealth Advisor

Scottsdale, AZ

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... Our Advisors also have access to an exceptional Financial Planning team to assist with the planning ...

BOK Financial

Private Wealth Advisor

Mesa, AZ

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... Our Advisors also have access to an exceptional Financial Planning team to assist with the planning ...

BOK Financial

Private Wealth Advisor

Phoenix, AZ · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK ... Our Advisors also have access to an exceptional Financial Planning team to assist with the planning ...

US Bank

Wealth Management Advisor

Tempe, AZ

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

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All JobsWealth Advisor JobsWealth Advisor Assistant JobsWealth Advisor Assistant Jobs in Arizona

Wealth Advisor Assistant information

See Arizona salary details

$26.6K

$50.5K

$84.8K

How much do wealth advisor assistant jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth advisor assistant in Arizona is $50,550.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $58,700.00 per year, depending on experience, location, and employer.

What is a wealth advisor assistant?

Wealth Advisor Assistants are professionals who support wealth advisors or financial planners in delivering financial services to clients. Their responsibilities typically include administrative tasks, preparing client documents, scheduling meetings, conducting research, and helping with client communications. They play a vital role in ensuring that the wealth management process runs smoothly and efficiently, allowing wealth advisors to focus more on client relationships and strategic planning. Wealth Advisor Assistants often possess strong organizational skills, attention to detail, and a basic understanding of financial concepts.

What are the day-to-day responsibilities of a wealth advisor assistant?

Wealth Advisor Assistants typically handle a variety of tasks including preparing client meeting materials, managing account paperwork, scheduling appointments, and responding to client inquiries. They play a crucial role in maintaining accurate records, processing transactions, and ensuring compliance with industry regulations. By managing these administrative and operational tasks, they free up Wealth Advisors to focus more on client relationships and financial planning. Additionally, assistants often collaborate closely with advisors and other support staff, fostering a team-oriented environment.

What skills and qualifications are needed to thrive as a wealth advisor assistant?

To thrive as a Wealth Advisor Assistant, you need strong organizational skills, attention to detail, and a solid understanding of financial products and services, often supported by a degree in finance or a related field. Familiarity with CRM systems, portfolio management software, and financial planning tools is typically required, along with FINRA Series 7 or 66 certifications in some firms. Exceptional communication, discretion, and client service skills help build trust and facilitate smooth interactions with clients and advisors. These skills are essential for ensuring accurate account management, effective client support, and maintaining the professional reputation of the advisory team.

What is the difference between Wealth Advisor Assistant vs Financial Advisor Assistant?

AspectWealth Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, CFP certification preferredSimilar certifications, often the same as Wealth Advisor Assistant
Work EnvironmentSupports wealth management teams, high-net-worth client focusSupports financial planners, broad client base
Industry UsageCommon in private banking and wealth management firmsUsed across financial planning and investment firms
Job ResponsibilitiesAssists with portfolio management, client communication, and researchSupports financial planning, client meetings, and documentation

Both roles involve supporting financial professionals, but Wealth Advisor Assistants typically focus on high-net-worth clients and wealth management tasks, while Financial Advisor Assistants may work with a broader client base. The certifications and work environment are quite similar, making these roles closely related in the financial industry.

What are the most commonly searched types of Wealth Advisor jobs in Arizona?

The most popular types of Wealth Advisor jobs in Arizona are:

What cities in Arizona are hiring for Wealth Advisor Assistant jobs?

Cities in Arizona with the most Wealth Advisor Assistant job openings:

Wealth Advisor Assistant jobs near you

Wealth Advisor

Fullerton Financial Planning

Peoria, AZ

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

The Wealth Advisor role is all about building relationships and following through with sales opportunities while providing superior client service; always putting clients first. You will be working alongside your Lead Advisor with a variety of tasks including but not limited to logging notes from their client and prospect meetings into Salesforce, fielding incoming calls for the Lead Advisor, and being a point of contact between the service team and lead advisor for new business. Additionally, you may be required to maintain and track all open opportunities for the Lead Advisor, following up on all prospects that have not yet closed and getting them back on the Lead Advisor's calendar, as well as assisting the Lead Advisor with getting signatures and handling policy deliveries. A successful Wealth Advisor connects and builds rapport with leads, prospects, and clients in order to better assist the Lead Advisor and maintain the relationships that the firm has worked hard to create. Finally, you will be required to meet with clients for annual review and service appointments to service current relationships.

License/Certification:

  • Series 65 or equivalent (Required)
  • Life & Health Insurance License (Required)

Work Location: In person

Job Type: Full-time

Benefits:

  • 401(k) Self-Funded
  • 401K Profit Sharing Plan
  • Health insurance
  • Dental & Vision insurance
  • Life insurance
  • Short and Long Term Disability
  • Paid time off
  • Parental leave
  • 11 Paid Holidays


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