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Wealth Management Associate Jobs in Gilbert, AZ (NOW HIRING)

Trajan Wealth LLC

Tax Associate

Scottsdale, AZ · On-site

$70K/yr

About Trajan WealthWith over $3 billion in assets under management and advisement, Trajan ® Wealth ... The Tax Associate will work closely with senior tax professionals and clients while gaining ...

TIAA

Wealth Advisor

Phoenix, AZ

$80K - $95K/yr

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 ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth management associate in Gilbert, AZ is $19.81, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $20.62 per hour, depending on experience, location, and employer.

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 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What cities near Gilbert, AZ are hiring for Wealth Management Associate jobs?

Cities near Gilbert, AZ with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Gilbert, AZ as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $41,195 per year, or $19.8 per hour.

Investment Operations Specialist

CMT Wealth Management

Gilbert, AZ • On-site

$50K - $75K/yr

Other

Retirement, PTO

Posted 3 days ago

New

Job description

Overall Function:

An Investment and Financial Planning Associate/Associate Wealth Management Advisor (AWMA) may act on behalf of the employing wealth management advisor to prospect, prepare materials, maintain and service advisory accounts (including conducting annual reviews). Specific responsibilities may include some, or all, of the duties of an Associate Financial Representative (Registered), as well.

Support

  • Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork
  • Responding to home office account inquiries
  • Ensuring NMIS and NMWMC compliance requirements are implemented and followed

Processing Accounts

  • Preparing and processing all paperwork needed for investment/advisory accounts
  • Monitoring, processing and following up on asset transfers and on initial and subsequent funding of advisory accounts
  • Discussing potential rollover opportunities from other retirement plans for variable and mutual funds

Client Service

  • Corresponding with clients to handle advisory related service issues
  • Maintaining daily system for account follow-ups and service requirements
  • Performing cashiering functions

Qualifications:

  • SIE and General Securities Registered Series 6/63, Series 7 (preferred)
  • Preferred to hold a valid Life, Health and Accident License - or ability to complete this within 60 days of accepting the opportunity if offered
  • 2+ years in securities industry with experience in advisory required
  • High degree of technical skills including experience with Microsoft applications, data entry and information retrieval software
  • Excellent oral and written communication skills
  • Strong critical thinking, financial analysis and problem-solving skills required
  • Ability to manage multiple diverse projects and assignments in a timely and quality manner
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Demonstrated ability to maintain effective working relationships with clients
  • Ability to look beyond the obvious and not stop at the first answers
  • Willingness to learn
  • Ability to embrace change and work in a fast-paced environment
  • Able to work both independently and in a team
  • Ability to maintain confidentiality
  • Ability to work in the office 3 days per week.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

  • Financial planning services
  • Paid time off
  • Retirement plan

Experience:

  • Financial services: 2 years (Preferred)

License/Certification:

·        SIE, Series 6/63, Series 7 (Preferred)

Ability to Commute:

  • Gilbert, Arizona, 85297 (Required)

Work Location: In person

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

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