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Wealth Manager Jobs in Arizona (NOW HIRING)

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Wealth Manager (2 Openings) Location (City, State): Peoria, AZ Compensation: $100K-$120K base during ramp-up, then $70K base + commission (10-20 bps); Industry: Financial Services Benefits: This ...

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Wealth Manager (2 Openings) Location (City, State): Peoria, AZ Compensation: $100K-$120K base during ramp-up, then $70K base + commission (10-20 bps); Industry: Financial Services Benefits: This ...

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Wealth Manager (2 Openings) Location (City, State): Peoria, AZ Compensation: $100K-$120K base during ramp-up, then $70K base + commission (10-20 bps); Industry: Financial Services Benefits: This ...

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Wealth Manager (2 Openings) Location (City, State): Peoria, AZ Compensation: $100K-$120K base during ramp-up, then $70K base + commission (10-20 bps); Industry: Financial Services Benefits: This ...

Sequoia Financial Group Llc

Wealth Advisor

Phoenix, AZ · On-site

Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the ...

Vangard, Inc.

Senior Wealth Advisor

Scottsdale, AZ · Hybrid

As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals.

Beacon Pointe

Senior Wealth Advisor

Scottsdale, AZ · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Arizona

Wealth Manager information

See Arizona salary details

$22.8K

$55.5K

$108.1K

How much do wealth manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth manager in Arizona is $55,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $63,800.00 per year, depending on experience, location, and employer.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

Is wealth management a high paying career?

Wealth management is generally a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in top firms can earn six-figure incomes or higher.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs
What are the most commonly searched types of Wealth jobs in Arizona? The most popular types of Wealth jobs in Arizona are:
What are popular job titles related to Wealth Manager jobs in Arizona? For Wealth Manager jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Arizona look for? The top searched job categories for Wealth Manager jobs in Arizona are:
What cities in Arizona are hiring for Wealth Manager jobs? Cities in Arizona with the most Wealth Manager job openings:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Arizona as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $55,471 per year, or $26.7 per hour.

Wealth Manager

Addison Group

Peoria, AZ • On-site

$100K - $120K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

Job Title: Wealth Manager (2 Openings)

Location (City, State): Peoria, AZ

Compensation: $100K–$120K base during ramp-up, then $70K base + commission (10–20 bps);

Industry: Financial Services

Benefits: This position is eligible for health, dental, and vision coverage (75% employer-paid), 401(k) with 5% match, Roth option, PTO starting at 3 weeks/year, sick time, educational support, and annual award trips for goal achievement.

About Our Client:

Addison Group is hiring on behalf of a growing wealth management firm focused on helping clients save, invest, and plan for retirement with conservative, lower-risk strategies. The firm emphasizes a culture of collaboration, professional growth, and long-term career opportunity, with a strong retention rate and promotion-from-within philosophy. Advisors have access to AI-driven lead generation tools and a highly supportive team environment.

Job Description:

This Wealth Manager role offers a structured career path with a three-month training program before engaging in client-facing activities. Candidates will learn a consultative sales approach, obtain licensing if needed, and develop a book of business while delivering high-quality financial presentations.

Key Responsibilities:

• Complete a formal 3-month advisor training program

• Learn and apply the firm’s consultative sales methodology

• Obtain Series 65 license if not currently held

• Build and expand a portfolio of clients

• Conduct polished presentations, including group seminars and dinners

• Generate new assets consistently, with growth expectations of $2M+ per month when fully ramped

• Leverage internal marketing and AI-enabled lead tools

• Manage client relationships using CRM and portfolio management platforms (Salesforce, Orion, Wealthscape)

• Maintain a disciplined daily routine to drive consistent prospecting and client follow-up

Qualifications:

Required:

• 10+ years professional experience in insurance, financial services, fundraising, or consultative sales

• Bachelor’s degree

• Polished, professional presence with strong public speaking skills

• Demonstrated ability to generate revenue through presentations

• High level of discipline and structured daily habits

• Ability to quickly build trust and establish high-level connections

Preferred:

• Series 65 license or willingness to obtain during training

• Experience using Salesforce, Orion, or Wealthscape

• Experience in growth-focused, team-oriented environments

Culture Fit / Soft Skills:

• Growth mindset and coachable nature

• Team-first mentality and collaboration-focused

• Strong morning routine and personal development habits

• Comfortable presenting to groups and leading client-facing events

Additional Details:

• Reporting to Director of Sales

• Small team, highly collaborative environment

• Flexible work-life balance with weekly half-day Fridays

• Opportunities for long-term growth and uncapped earnings potential

• Stable, growing firm with a strong emphasis on teamwork and AI-driven client acquisition

Perks:

• Access to high-quality leads through AI and internal marketing

• Low turnover with 95% retention among senior staff

• Professional development and education support

• Award trips for goal attainment

• Collaborative, people-first office environment

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.