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Wealth Advisor Associate Jobs in Arizona (NOW HIRING)

ARQ Wealth Advisors, LLC

Wealth Advisor

Scottsdale, AZ · On-site +1

ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based ... client service associates and partners. * Growth Potential: We offer a clear career path ...

ARQ Wealth Advisors LLC

Wealth Advisor

Scottsdale, AZ · On-site +1

The Wealth Advisor Position: This role is perfect for an early-career Certified Financial PlannerTM ... service associates and partners. Growth Potential: We offer a clear career path, mentorship ...

ARQ Wealth Advisors, LLC

Wealth Advisor

Scottsdale, AZ · On-site +1

ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based ... client service associates and partners. * Growth Potential: We offer a clear career path ...

TIAA

Wealth Advisor

Phoenix, AZ

$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 ...

OneAZ Credit Union

Wealth Advisor

Flagstaff, AZ · On-site

Render service to members and associates according to prescribed standards. * Follow the ... Minimum of two years' work experience as a Financial Advisor. * Ability to achieve production goals ...

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 ...

Empower

Wealth Solutions - Investment Advisor

Gilbert, AZ · Remote

$50.30K - $69.13K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Wealth Solutions Investment Advisor, you will support Empower's Wealth Solutions organization ...

Empower

Wealth Solutions - Investment Advisor

Chandler, AZ · Remote

$50.30K - $69.13K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Wealth Solutions Investment Advisor, you will support Empower's Wealth Solutions organization ...

Empower

Wealth Solutions - Investment Advisor

Tempe, AZ · Remote

$50.30K - $69.13K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Wealth Solutions Investment Advisor, you will support Empower's Wealth Solutions organization ...

Empower

Wealth Solutions - Investment Advisor

Tucson, AZ · Remote

$50.30K - $69.13K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Wealth Solutions Investment Advisor, you will support Empower's Wealth Solutions organization ...

Empower

Wealth Solutions - Investment Advisor

Phoenix, AZ · Remote

$50.30K - $69.13K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Wealth Solutions Investment Advisor, you will support Empower's Wealth Solutions organization ...

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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 May 28, 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 are the key skills and qualifications needed to thrive as a Wealth Advisor Associate, and why are they important?

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 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 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 May 2026, with employment types broken down into 1% As Needed, 85% Full Time, and 14% Part Time. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $62,583 per year, or $30.1 per hour.
Wealth Advisor

Wealth Advisor

ARQ Wealth Advisors, LLC

Scottsdale, AZ • On-site, Remote

Full-time

Posted 11 days ago

Job description

ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based in Scottsdale, Arizona, overseeing more than $600 million in client assets. At ARQ, we are passionate about helping our clients achieve their financial goals while delivering a boutique, white-glove service experience. What sets us apart is our team-based culture, where collaboration and service are at the heart of everything we do.
The Wealth Advisor Position:
This role is perfect for an early-career Certified Financial Planner™ (CFP®) who has some experience in the industry but is looking for the right long-term place to grow their career. As a Wealth Advisor at ARQ, you will serve as the primary point of contact for your clients while working closely with our support staff and executive team to deliver comprehensive financial planning solutions.
We are looking for someone who is service oriented first.   At ARQ, you’ll have the opportunity to build your career at a firm that values your growth, both professionally and financially.
What Makes ARQ Unique:
  • Team-Based Culture: Advisors collaborate on cases, share insights, and are supported by a dedicated team of client service associates and partners. 
  • Growth Potential: We offer a clear career path, mentorship opportunities, and the chance to grow your earnings through incentives for bringing in new business and growing share-of-wallet with existing clients.
  • Boutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. Our firm averages approximately 65 clients per advisor. We want to ensure that our advisors can focus on what they do best— building relationships and delivering exceptional financial advice.
Responsibilities Include:
  • Acting as a fiduciary on behalf of clients, always putting their interests first.
  • Providing comprehensive financial advice in areas such as investing, tax planning, estate planning, college planning, retirement & income planning, and insurance planning.
  • Utilizing financial planning and analytic software to deliver tailored solutions.
  • Preparing for, conducting, and following up on client meetings.
  • Corresponding with clients via phone, email, and virtual meeting software.
  • Developing new client relationships with the support of our team.
Position Requirements:
  • A passion for helping clients achieve their financial goals through the financial planning process.
  • Exceptional interpersonal skills and a self-assured manner that inspires trust and confidence.
  • Excellent communication skills, both written and verbal.
  • A minimum of 3 years of experience in the personal finance industry, working directly with clients to provide financial advice.
  • Bachelor’s degree and CFP® or ChFC® certification.
  • Proficiency in Microsoft Office applications.
Why Join ARQ?
  • Competitive Salary & Benefits: We offer a competitive compensation package, including a base salary, incentives for new business development, and rewards for growing and maintaining client relationships.
  • Career Pathing: Clear opportunities for advancement and professional development.
  • Mentorship: Access to experienced advisors and partners who are invested in your success.
  • Work-Life Balance: Our boutique service model ensures you can focus on delivering exceptional service without being overwhelmed by an unmanageable number of clients.
If you’re a service-minded CFP® looking for a place to grow your career, build your earnings potential, and work in a collaborative, team-based environment, we’d love to hear from you.