Wealth Associate

Wealth Associate - Family Wealth Management

Phoenix, AZ | $75,000-$85,000 Base + Bonus

Ready to Get Out of the Back Office and Into the Room With Clients?

If you've spent the last few years building your foundation in wealth management but feel like you're ready for more client exposure, more responsibility, and a faster path forward, this could be the opportunity you've been looking for.

A growing Phoenix-based wealth management firm is looking for a Wealth Associate to join its team. This role is designed for someone with approximately 2-4 years of experience who has developed strong financial planning fundamentals and is ready to take the next step toward becoming a well-rounded, client-facing wealth professional.

Maybe you're currently with an RIA, family office, private bank, brokerage, or larger financial institution where your responsibilities are highly segmented. You've learned a lot-but you're ready to do more than support the process from behind the scenes.

Here, you'll have the opportunity to work directly with clients and families, learn alongside experienced wealth professionals, and gain exposure to multiple areas of comprehensive wealth management.

What You'll Do

As a Wealth Associate, you'll work closely with senior wealth professionals while becoming increasingly involved in the client relationship.

You'll:

• Support advisors across multiple client relationships and wealth management disciplines
• Participate in client meetings and help prepare financial planning materials and presentations
• Build relationships with clients and become a trusted resource for day-to-day questions and service needs
• Assist with comprehensive financial planning and wealth management strategies
• Coordinate meeting preparation, documentation, and follow-up activities
• Help manage client requests and ensure deliverables are completed accurately and on time
• Maintain accurate client information, activities, and workflows within the firm's systems
• Work collaboratively with senior advisors while gradually taking on greater client-facing responsibility
• Continue developing the technical and relationship skills necessary to grow your career in wealth management

What We're Looking For

We're looking for someone who has already built a solid foundation and is ready to take on more.

The ideal candidate will have:

• 2-4 years of wealth management or financial services experience
• Experience within an RIA, family office, bank, brokerage, or similar financial institution
• Bachelor's degree required, preferably in Financial Planning, Finance, Wealth Management, or a related fi