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Wealth Planning Associate Jobs in Arizona (NOW HIRING)

Alerus

Wealth Associate

Phoenix, AZ

Wealth Associates support Wealth Advisors in enhancing existing relationships and developing new ... Work on building a general understanding of basic financial planning concepts including depository ...

Alerus

Wealth Associate

Phoenix, AZ · On-site

Wealth Associates support Wealth Advisors in enhancing existing relationships and developing new ... Work on building a general understanding of basic financial planning concepts including depository ...

TIAA

Wealth Advisor

Phoenix, AZ

$80K - $95K/yr

... Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Raymondjames

Associate Wealth Advisor

Scottsdale, AZ · On-site

As our team grows, we are seeking an Associate Wealth Advisor who shares our long-term vision and ... Trading terminology * Financial planning software * AI tools and agents Skill in * Client ...

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Wealth Planning Associate information

See Arizona salary details

$35.9K

$73K

$100.6K

How much do wealth planning associate jobs pay per year?

As of Aug 3, 2026, the average yearly pay for wealth planning associate in Arizona is $72,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,600.00 and $85,300.00 per year, depending on experience, location, and employer.

What is an entry level job in wealth management?

An entry-level position in wealth management is typically a Wealth Planning Associate or Financial Advisor Assistant, responsible for supporting senior advisors with client research, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the CFP (Certified Financial Planner).

Is $200,000 enough to work with a financial advisor?

As a Wealth Planning Associate, working with a financial advisor typically involves managing clients with varying asset levels. While $200,000 can be a significant investment amount, many advisors set minimums that may be higher or lower depending on their firm and services offered. Having a solid understanding of financial planning tools and certifications can help in advising clients with different asset sizes.

How do Wealth Planning Associates typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

How many financial advisors make $500,000 a year?

In the wealth planning field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and advanced certifications like the CFP or CFA. Achieving this level often requires years of building a client base and strong sales skills, with top earners working in affluent markets or specialized advisory roles.

What are the key skills and qualifications needed to thrive as a Wealth Planning Associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive financial plans, including estate, retirement, and investment strategies. They often work under the guidance of senior advisors, utilize financial planning software, and may hold certifications such as CFP or CFA to provide tailored advice. The role involves analyzing client financial data and helping implement strategies to meet long-term financial goals.

What does a Wealth Planning Associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Arizona? For Wealth Planning Associate jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Wealth Planning Associate jobs in Arizona look for? The top searched job categories for Wealth Planning Associate jobs in Arizona are:
What cities in Arizona are hiring for Wealth Planning Associate jobs? Cities in Arizona with the most Wealth Planning Associate job openings:
Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Arizona as of June 2026, with employment types broken down into 1% As Needed, 71% Full Time, 27% Part Time, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $72,951 per year, or $35.1 per hour.

Senior Financial Planner - Phoenix, AZ

EP Wealth Advisors LLC

Phoenix, AZ • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships,overseeing financial planning processes, and contributing to the firm's service offerings.
Duties and Responsibilities
Client Relationship & Plan Development
• Client Engagement: Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans.
• Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
• Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress
Team Support & Process Improvement
• Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
• Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
• Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
• Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites
Strategic Involvement & Support
• Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration.
• Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and
market changes to ensure the firm's offerings remain competitive and up-to-date
Training & Professional Development
• Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
• Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm's needs.
Additional Responsibilities
• Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
• Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
• Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
• Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies
for clients.
• Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction
• Certification: Certified Financial Planner designation.
• Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
• Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.
• Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
• Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
• Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
• Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
• Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
• Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
• Education: Bachelor's degree
#LI-Hybrid
Compensation: our base range is $90,000 - $120,000 (per year)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
  • 11 Paid Holidays
  • 3 Weeks (PTO)
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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