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Wealth Planning Associate Jobs in Arizona (NOW HIRING)

Mission Wealth Management LP

Tax Associate

Scottsdale, AZ · On-site

$95K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The Tax Associate provides dedicated support to the tax preparation team and works closely with ... the wealth advisors to provide tax-centric documents and planning support to high-net-worth ...

Mission Wealth Management LP

Tax Associate

Scottsdale, AZ · On-site

$95K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The Tax Associate provides dedicated support to the tax preparation team and works closely with ... the wealth advisors to provide tax-centric documents and planning support to high-net-worth ...

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 ... Build relationships with clients, advisors, planning and investment solutions teams * Services ...

First Citizens Bank

Investment Specialist

Phoenix, AZ · On-site

  • Medical

  • Life

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... associates. More information can be found at Qualifications: Bachelor's Degree and 1 years of ...

First Citizens Bank

Investment Specialist

Phoenix, AZ · On-site

  • Medical

  • Life

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... associates. More information can be found at Qualifications: Bachelor's Degree and 1 years of ...

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 ... Build relationships with clients, advisors, planning and investment solutions teams * Services ...

Morgan Stanley

Mortgage Banker

Tempe, AZ · On-site

... wealth planning, access to credit and lending, cash management, annuities and insurance, and ... Provide training and guidance to Associate Mortgage Bankers, partners and peers as appropriate.

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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 15, 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.

How does a wealth planning associate 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.

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.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

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 strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

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.

Tax Associate

Mission Wealth Management LP

Scottsdale, AZ • On-site

$95K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 25 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 Associate 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 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 in a tax support role, we want to hear from you ASAP!

The Tax Associate provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.

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 a Tax Associate

  • 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
  • Assist with preparing federal and multi-state individual and trust income tax returns.
  • Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
  • Review documents and tax returns for accuracy.
  • Perform tax technical research.
  • Coordinate and communicate with other team members to perform job functions.
  • Other various assigned projects associated with tax and wealth services.


What You Bring as a Tax Associate:

  • Bachelor’s degree in accounting or related field
  • Knowledge of tax laws and concepts
  • Familiarity with Form 1040 and/or Form 1041
  • Strong technical skills
  • Attention to detail and ability to take initiative to meet deadlines
  • Strong communication skills (written/verbal) and professionalism
  • Ability to work independently and remain flexible as priorities change
  • Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint
  • Excellent organizational skills, ability to multi-task, detail-oriented
  • Able to navigate a fast-paced environment with a positive attitude


Job Type: Full-time, salaried non-exempt

Location: This position is based out of our office in Scottsdale. This is an in-office position.

Salary: $75,000, plus $20,000 annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. 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.