Associate Wealth Advisor

Scottsdale, AZ
Salary commensurate with experience; relocation assistance available
Dec 28, 2020
Feb 26, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

This opportunity is with a fast growing, woman-owned Registered Investment Advisory firm that takes a team approach to providing clients with comprehensive wealth management services.  This office is in beautiful Phoenix, Arizona, but we serve clients in over twenty different states.

The Associate Wealth Advisor will be responsible for both relationship management as well as some business development.  You will spend the majority of your time providing first class service to existing clients, through research, in-depth knowledge of financial planning and investment concepts, as well as participation in client meetings.  You will work closely with the Senior Wealth Advisors to develop and maintain relationships with centers of influence, prospects and clients.  This is a great opportunity to learn from very experienced Senior Advisors while building your own client relationships as well.