Wealth Associate 5608

Wealth Associate – Family Wealth ManagementPhoenix, AZ | Hybrid $75,000–$85,000 Base + BonusReady 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 DoAs 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 disciplinesParticipate in client meetings and help prepare financial planning materials and presentationsBuild relationships with clients and become a trusted resource for day-to-day questions and service needsAssist with comprehensive financial planning and wealth management strategiesCoordinate meeting preparation, documentation, and follow-up activitiesHelp manage client requests and ensure deliverables are completed accurately and on timeMaintain accurate client information, activities, and workflows within the firm’s systemsWork collaboratively with senior advisors while gradually taking on greater client-facing responsibilityContinue developing the technical and relationship skills necessary to grow your career in wealth managementWhat We’re Looking ForWe’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 experienceExperience within an RIA, family office, bank, brokerage, or similar financial institutionBachelor’s degree required, preferably in Financial Planning, Finance, Wealth Management, or a related fieldCFP designation or actively pursuing CFP certificationExperience supporting advisors and client relationshipsStrong understanding of financial planning and wealth management fundamentalsExcellent communication and listening skillsA polished, professional, but authentic and personable communication styleStrong organizational skills with the ability to manage multiple clients, advisors, and prioritiesExcellent analytical skills and attention to detailConfidence interacting directly with clients and building relationshipsSeries licenses are a plus.Technology You’ll Work WithExperience with every platform isn't required, but familiarity with wealth management technology will help you hit the ground running.The firm utilizes:eMoney for financial planning and client wealth analysisTamarac for portfolio management and reportingSalesforce for CRM, client relationship management, and workflowsMicrosoft Excel and Microsoft 365Various financial custodian platformsIf you've worked with comparable financial planning, portfolio management, CRM, or custodian platforms, that experience is transferable.Why This Opportunity Is DifferentThe biggest selling point is simple: you'll get in the room with clients.At many larger financial institutions, someone with 2–4 years of experience can spend years working within one narrow piece of the wealth management process. You may support advisors and clients without getting meaningful opportunities to actually develop those relationships yourself.This role is different.You'll work alongside experienced wealth professionals while gaining direct exposure to clients and families much earlier in your career. You'll learn how comprehensive wealth management comes together—not just one piece of it.If you're pursuing your CFP, you'll also have an environment where you can put that knowledge into practice every day.Compensation & GrowthBase Salary: $75,000–$85,000Bonus Opportunity: Approximately 7%Opportunity for increasing client responsibility as you developDirect mentorship and exposure to experienced wealth professionalsLong-term growth potential within family wealth managementWho Will Thrive Here?This opportunity is ideal for someone who is smart, curious, polished, humble, and hungry to grow.You're comfortable talking with clients, but you also know you still have plenty to learn. You don't want to spend the next several years stuck behind the scenes waiting for someone to give you an opportunity.You want exposure. You want responsibility. You want to learn.And ultimately, you want to become the kind of wealth professional that clients know, trust, and call when they need help.If that sounds like the next step you're looking for, we'd love to talk.