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Wealth Management Associate Jobs in Arizona (NOW HIRING)

Bahnsen Group LLC

Associate Private Wealth Advisor

Phoenix, AZ · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management ... OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Wealth and Investment Associate a highly motivated associate to support our Private Wealth ... Support advisors and relationship managers in the delivery of advice to high-net-worth clients ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support advisors and relationship managers in the delivery of advice to high-net-worth clients, families, business owners, executives, and related entities. * Prepare client meeting materials ...

Mission Wealth Management LP

Tax Manager

Scottsdale, AZ · On-site

$200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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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How much do wealth management associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

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

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

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $38,512 per year, or $18.5 per hour.

Senior Wealth Management Client Associate | Ultra High Net Worth

KING'S INSURANCE STAFFING LLC

Phoenix, AZ • On-site

$100K - $350K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client Associate to join their practice in the Greater Phoenix area.
This individual will play a key client-facing advisory role, working directly with high-net-worth clients while supporting senior advisors in the delivery and execution of comprehensive financial plans.
This is not a traditional "book of business" Financial Advisor role. Instead, this position is ideal for someone who excels in client relationships, financial planning, and portfolio execution, and prefers to operate within a team-based, collaborative environment while working with one of Arizona's Top-Performing Wealth Management teams!
Responsibilities:

  • Serve as a primary point of contact for clients alongside senior advisors
  • Lead and participate in client meetings, including independently managing relationships over time
  • Assist in the development and implementation of comprehensive financial plans
  • Support portfolio management and investment strategy discussions
  • Collaborate with internal team members across advisory and operations functions
  • Help maintain and grow existing client relationships through a high-touch service model
Qualifications:
  • 3 - 7+ years of experience in wealth management or financial advisory
  • Experience working with high-net-worth or ultra-high-net-worth clients
  • Proven ability to operate in a client-facing advisory capacity
  • Background supporting a team at firms such as Morgan Stanley, Merrill Lynch, UBS, or similar preferred
  • Highly professional, polished, and confident in front of clients
  • Strong communication and relationship management skills
  • Team-oriented mindset with a desire to support and scale an existing book of business
Requirements:
  • CFP® required
  • CIMA®, CFA®, or similar advanced designation strongly preferred
  • Bachelor's degree in Finance, Economics, Business, or related field
Compensation & Benefits:
  • $100,000 - $350,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans
  • Flexible structure including base salary + performance-based incentives
  • Very competitive comprehensive benefits package including: Medical, Dental, Vision, and Life Insurance
  • Generous Employer 401(k) matching plan
  • Lucrative PTO package
  • Uncapped growth opportunity
  • Employer covers 100% of the cost for continuing education and licensing for approved courses
  • Total compensation has strong upside for high-caliber candidates
Additional Notes
  • This role does not require an existing book of business
  • Ideal for individuals who enjoy the advisory and client relationship side of wealth management without a primary focus on business development
  • Opportunity to be part of a high-performing, collaborative team with strong long-term growth potential

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