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Wealth Associate Jobs in Arizona (NOW HIRING)

CAPTRUST

Wealth Operations Associate II

Phoenix, AZ · On-site

CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments ...

CAPTRUST

Wealth Relationship Manager Associate

Phoenix, AZ · On-site

$36K - $45K/yr

A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients. Within our team structure, the Associate's primary responsibility is to prepare financial analysis ...

New

Parallel Advisors

Wealth Strategist

Scottsdale, AZ · On-site

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a ...

Deloitte

Tax Senior - Private Wealth

Tempe, AZ · On-site

$78K - $96K/yr

What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ...

Mission Wealth Management LP

Tax Manager

Scottsdale, AZ · On-site

$200K/yr

If you are ready to elevate your career in a leading wealth management company with a commitment to ... Mentor and train tax associates. What You Bring as Tax Manager: * 8+ years of proven tax accounting ...

Mission Wealth Management LP

Tax Manager

Scottsdale, AZ · On-site

$200K/yr

If you are ready to elevate your career in a leading wealth management company with a commitment to ... Mentor and train tax associates. What You Bring as Tax Manager: * 8+ years of proven tax accounting ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for 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 does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Arizona? The most popular types of Wealth jobs in Arizona are:
What cities in Arizona are hiring for Wealth Associate jobs? Cities in Arizona with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,512 per year, or $18.5 per hour.

Wealth Operations Senior Associate

CAPTRUST

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Wealth Operations Senior Associate who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Friday from 8:30 a.m. to 5:30 p.m.
Responsibilities
  • Deliver exceptional, proactive service and become a trusted partner to internal teams and custodians primarily in onboarding client investment accounts
  • Review and process both internal and custodian documentation related to new account setup for accuracy, completeness, and alignment with custodial requirements and contractual agreements
  • Identify and resolve common NIGO (Not In Good Order) issues to prevent processing delays
  • Complete all duties within required timeframes with the highest attention to detail and accuracy
  • Escalate issues or challenges prior to a missed deadline
  • Take full ownership of all tasks/assignments until completion, including resolution of any issues that may arise
  • Build strong relationships with internal colleagues from various offices and our custodian partners
  • Seek and apply coaching and feedback
  • Perform other duties and special projects independently or with a team as required by the Wealth Operations or Wealth Client Service departments, including firm-wide initiatives

Qualifications
Minimum Qualifications:
  • 3-5 years' experience working in operations, back office, or client service within the financial services industry
  • Completion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics, or equivalent years of experience
  • Understanding the general purpose and types of common investment accounts
  • Working knowledge of custodian paperwork and investment advisory contracts
  • Technical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Desired Qualifications/Skills:
  • Demonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teams
  • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Proactive in task follow-up, stays ahead of deadlines, excellent time-management skills
  • Demonstrates ability to efficiently manage assigned work using task and case queues in CRM system
  • Positive attitude and a team player
  • Ability to quickly learn new technology, systems, and processes
  • Self-motivated; ability to work well independently and with others
  • Analytical thinker and problem solver
  • Experience inputting or processing data in various systems with the ability to quickly grasp financial and investment concepts
  • Energized by change and ability to think "outside the box" regarding process improvement
  • A high standard of professionalism
  • Exceptional written and verbal communication skills
  • Notable attention to detail
  • Ability to navigate spreadsheets using formulas

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
2375 E Camelback Rd # 700 | Phoenix, AZ 85016
OR
4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.

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