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Wealth Advisor Associate Jobs in Arizona (NOW HIRING)

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 ...

CivicMinds, Inc.

Executive Wealth Advisor

Mesa, AZ · On-site

Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. * Serves on investment management ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.50 - $22/hr

... the Wealth Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries. * Manage a high-volume ...

Alerus

Wealth Associate

Tempe, AZ

Wealth Associates support Wealth Advisors in enhancing existing relationships and developing new business opportunities. Wealth Associates are part of the team of wealth experts assisting clients in ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

... the Wealth Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries. * Manage a high-volume ...

Alerus

Wealth Associate

Tempe, AZ · On-site

Wealth Associates support Wealth Advisors in enhancing existing relationships and developing new business opportunities. Wealth Associates are part of the team of wealth experts assisting clients in ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

... the Wealth Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries. * Manage a high-volume ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

... the Wealth Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries. * Manage a high-volume ...

Kestra Holdings

Client Services Specialist II

Tempe, AZ · On-site

$16.25 - $21.50/hr

... the Wealth Advisor Associate role. What You'll Do: * Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries. * Manage a high-volume ...

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

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 ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Arizona

Wealth Advisor Associate information

See Arizona salary details

$35.9K

$62.6K

$104.8K

How much do wealth advisor associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth advisor associate in Arizona is $62,583.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $76,900.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

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 are popular job titles related to Wealth Advisor Associate jobs in Arizona?

For Wealth Advisor Associate jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Arizona look for?

The top searched job categories for Wealth Advisor Associate jobs in Arizona are:

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

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

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor 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 $62,583 per year, or $30.1 per hour.

Associate Private Wealth Advisor

The Bahnsen Group LLC

Phoenix, AZ • On-site

Other

Medical, Dental, Vision, Retirement

Re-posted 20 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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