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Wealth Management Attorney Jobs in Arizona (NOW HIRING)

Trajan Wealth LLC

Sourcing Specialist

Scottsdale, AZ · On-site

$75K - $85K/yr

... Attorney's, and CPA professionals, and other client-facing wealth management talent across multiple markets throughout the United States. This role will be 100% onsite at our Scottsdale Corporate ...

Trajan Wealth LLC

Sourcing Specialist

Scottsdale, AZ · On-site

$75K - $85K/yr

... Attorney's, and CPA professionals, and other client-facing wealth management talent across multiple markets throughout the United States.This role will be 100% onsite at our Scottsdale Corporate ...

Old National Bank

Client PM Portfolio Mgr, Sr

Scottsdale, AZ · On-site

$98K - $199K/yr

... attorneys, trustees and consultants. Salary Range The salary range for this position is $98,400 ... Partners with Wealth Management client team in client presentations, review of portfolio structure ...

Old National Bank

Client PM Portfolio Mgr, Sr

Scottsdale, AZ · On-site

$98K - $199K/yr

... attorneys, trustees and consultants. Salary Range The salary range for this position is $98,400 ... Partners with Wealth Management client team in client presentations, review of portfolio structure ...

Morgan & Morgan, P.A.

Trial Attorney

Phoenix, AZ · On-site

Our attorneys are privy to world-class case docket management software, litigation resources, and a wealth of benefits in service of optimization and case development. Summary Morgan & Morgan is ...

Morgan & Morgan, P.A.

Trial Attorney

Phoenix, AZ

From attorneys in all 50 states, to client support staff, creative marketing to operations teams ... docket management software, litigation resources, and a wealth of benefits in service of ...

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Wealth Management Attorney information

See Arizona salary details

$42.9K

$100.8K

$160.8K

How much do wealth management attorney jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth management attorney in Arizona is $100,793.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,600.00 and $121,100.00 per year, depending on experience, location, and employer.

What is a wealth management attorney?

A Wealth Management Attorney specializes in providing legal counsel on financial planning, estate management, asset protection, and tax strategies for high-net-worth individuals and families. They help clients create wills, trusts, and investment structures to preserve wealth and ensure smooth asset transfer. Additionally, they work to minimize tax liabilities and navigate complex regulations. Their role often involves collaborating with financial advisors, accountants, and other professionals to develop comprehensive wealth management plans.

What is a typical day like for a wealth management attorney?

A typical day for a Wealth Management Attorney involves meeting with clients to discuss their financial goals, drafting estate planning documents, and collaborating with financial advisors and accountants to create comprehensive wealth preservation strategies. You may also conduct legal research, review tax implications of asset transfers, and stay updated on changes in relevant laws and regulations. Working closely with both individual clients and professional teams is common, requiring excellent communication and organizational skills. This collaborative and dynamic environment offers opportunities to build lasting client relationships and develop expertise in a highly specialized legal field.

What are the key skills and qualifications needed to thrive in a wealth management attorney position, and why are they important?

To thrive as a Wealth Management Attorney, you need deep expertise in estate planning, trust and tax law, financial regulations, and a Juris Doctor (JD) degree with bar admission. Familiarity with specialized software such as trust accounting systems, legal research platforms like LexisNexis, and certification such as the Certified Trust and Fiduciary Advisor (CTFA) can be advantageous. Outstanding interpersonal skills, discretion, and the ability to communicate complex legal concepts clearly set top performers apart. These skills are essential for providing clients with tailored legal strategies that protect and grow their assets while ensuring compliance with regulatory requirements.

What are popular job titles related to Wealth Management Attorney jobs in Arizona?

For Wealth Management Attorney jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Wealth Management Attorney jobs in Arizona look for?

The top searched job categories for Wealth Management Attorney jobs in Arizona are:

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

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

Wealth Management Attorney jobs near you
Infographic showing various Wealth Management Attorney job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $100,793 per year, or $48.5 per hour.

Family Office Fiduciary Advisor - $120-180K+ total compensation

Trajan Wealth LLC

Scottsdale, AZ • On-site

$120K - $185K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
Trajan Wealth is seeking an experienced, client-focused Family Office Fiduciary Advisor to serve as the primary relationship manager for an established book of high-net-worth and retirement-focused clients. This role is designed for a licensed fiduciary professional who is passionate about delivering comprehensive wealth management solutions and developing long-term client relationships.
The Family Office Fiduciary Advisor acts as a trusted partner to clients, providing guidance across investment management, retirement planning, estate planning coordination, tax-efficient strategies, and wealth preservation. Working closely with our internal specialists, you will help clients navigate important financial decisions while identifying opportunities to expand and deepen relationships through our family office platform.
This position is based 100% onsite at our Scottsdale corporate headquarters.
Duties and responsibilities
Client Relationship Management
  • Serve as the primary advisor for an established book of clients, delivering an exceptional fiduciary experience.
  • Conduct virtual, phone, and in-person meetings to strengthen client relationships and address evolving financial needs.
  • Lead ongoing client review meetings and proactive outreach campaigns.
  • Provide education and guidance regarding investment strategies, retirement planning, and wealth preservation.

Financial Planning & Wealth Management
  • Develop and implement comprehensive financial planning recommendations.
  • Assist clients with retirement income planning and distribution strategies.
  • Identify opportunities for asset consolidation and coordinate inbound transfers.
  • Collaborate with investment management teams to ensure portfolios remain aligned with client goals and objectives.

Family Office Services Coordination
  • Identify estate planning needs and coordinate introductions with estate planning attorneys.
  • Recognize tax-planning opportunities and collaborate with internal tax professionals.
  • Introduce clients to specialized service offerings and subject matter experts across the organization.
  • Facilitate new account establishment, funding, onboarding, and client portal adoption.

Client Experience & Retention
  • Partner with Client Services to ensure seamless account transitions and funding processes.
  • Maintain consistent communication regarding account status, planning initiatives, and service updates.
  • Deliver a proactive, white-glove service experience that enhances client satisfaction, retention, and referrals.

Business Development
  • Discover additional planning opportunities within existing client relationships.
  • Identify held-away assets and opportunities to expand advisory relationships.
  • Generate referrals through exceptional service and trusted client relationships.
  • Support firm growth initiatives and other responsibilities as assigned.

What Success Looks Like
The ideal candidate is a relationship-driven fiduciary who combines technical financial expertise with exceptional client service. You thrive in a collaborative environment, proactively identify planning opportunities, and are passionate about helping clients achieve financial confidence through comprehensive wealth management solutions.
At Trajan Wealth, we believe relationships come before transactions. Our Family Office Fiduciary Advisors are trusted partners who help clients navigate life's most important financial decisions with confidence and clarity.
Qualifications
  • Active Series 65 or Series 7 & 66 securities registration.
  • Active Arizona Life & Health/Annuity Insurance License.
  • Clean U4 record.
  • Bachelor's degree or equivalent professional experience.
  • Minimum 3 years of financial advisor, wealth management, or investment advisory experience.
  • Experience managing client relationships and delivering financial planning recommendations.
  • Proficiency with CRM systems and Microsoft Office Suite.
  • Exceptional interpersonal, analytical, and communication skills.
  • Strong organizational skills with a proactive, client-first mindset.

Preferred
  • CFP®, CFA®, CIMA®, CPA, or other advanced financial designation.
  • Experience serving high-net-worth clients and retirees.
  • Background in comprehensive financial planning, estate planning coordination, and tax-aware wealth strategies.
  • Experience working within a fiduciary or family office environment.

Benefits
  • Strong and uncapped compensation package that is a combination of base salary plus bonus.
  • Relocation assistance available.
  • 401k with matching component up 13%
  • United Healthcare PPO Medical employee coverage paid by Company
  • Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
  • Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives!

Apply