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Wealth Management Associate Jobs in Arizona (NOW HIRING)

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 ...

PNC Bank

Financial Advisor - PNC Wealth Management

Gilbert, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...

TIAA

Wealth Advisor

Phoenix, AZ · On-site

$80K - $95K/yr

  • Medical

  • Life

  • Retirement

Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

CAPTRUST

Wealth Relationship Manager Associate

Phoenix, AZ

$36K - $45K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients ... Relevant exposure to CRM and financial services software * Strong work ethic, professional demeanor ...

Pwc

Wealth Management Tax Services Senior Associate

Phoenix, AZ · On-site

$77K - $214K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Not Applicable Specialism Domestic Tax Compliance Management Level Senior Associate & Summary The Opportunity As a Wealth Management Tax Services Senior Associate, you will provide ...

CAPTRUST

Wealth Relationship Manager Associate

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients ... Relevant exposure to CRM and financial services software * Strong work ethic, professional demeanor ...

Pwc

Asset & Wealth Management - Tax Senior Associate

Phoenix, AZ · On-site

$77K - $214K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...

Squaremouth

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

Client Service Associate/Analyst The Client Service Associate/Analyst provides essential non-advice ... wealth management services. This entry-level position offers the opportunity to develop core ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 16, 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.

Tax Manager

Mission Wealth Management LP

Scottsdale, AZ • On-site

$200K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 24 days ago

Job description


As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Tax Manager role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Tax Strategy. If you can articulate your proven success as a Tax Manager, we want to hear from you ASAP!

As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also work directly with clients and advisory teams to implement tax strategies for clients that align with each client’s goals and values. The successful tax manager will be a tax enthusiast, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.


Day-to-Day as Tax Manager:

  • Work with a high-performing & growth-oriented team
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team
  • Work closely with Wealth Managers and the client base regarding tax/wealth strategies
  • Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
  • Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients
  • Assist clients with tax-related questions, proformas, estimates, and projections
  • Manage consulting and tax projects
  • Review tax returns
  • Commitment to continuing education, team development, training, and mentoring new tax associates
  • Review federal and multi-state individual, gift, and trust income tax returns.
  • Mentor and train tax associates.

What You Bring as Tax Manager:

  • 8+ years of proven tax accounting experience; previous experience preparing tax returns required
  • CPA required
  • Experience providing client-centric tax consulting to high-net-worth clients
  • Strong research capabilities related to technical matters for complex tax needs and updates to regulations
  • Mastery of various tax compliance software products
  • Highly effective interpersonal, relationship management, and communication skills
  • Excellent organizational and time management skills in a high-energy culture to manage priorities
  • Demonstrated talent development experience, training new staff, and mentoring interns
  • Advanced understanding of trust taxation
  • Strong attention to detail


Job Type: Full-time, salaried exempt

Location: This position is based out of our office in Scottsdale, Houston, or Austin.

Salary: $150,000 base; plus $50,000 annual bonus paid in quarterly increments


This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success within the industry. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.