Associate Financial Advisor

Wealth Management Opportunity in Financial Services

CW Advisors Associate Financial Advisor

Location(s):

Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201

Scottsdale, AZ: 15169 N. Scottsdale Road, Suite 205 Scottsdale, AZ 85254

CW Advisors & Osaic has returned to the office requiring a minimum of 5 days weekly in the office. Applicants located must be willing to work this schedule.

CW Advisors & Osaic are not considering remote candidates at this time.

Role Type: Full time

Salary: $70,000 – $80,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:  Osaic Benefits .

Summary:

The Associate Financial Advisor at CW Advisors provides essential support to wealth Advisors through meeting preparation, client service, data gathering, financial plan development, and workflow coordination to ensure a high-quality client experience.

Responsibilities:

• Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans; assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed.
• Scheduling client meetings upon advisor request and producing standard meeting preparation materials.
• Actively participating in client meetings, taking notes, and entering documentation into Salesforce within 24 hours.
• Update financial planning software and checklists in Salesforce as needed.
• Drafting post‑meeting summary emails and outlining next steps for clients within 24 hours.
• Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals.
• Gathering client information and financial data, preparing financial reports and presentations, and responding to client inquiries.
• Supporting senior advisors with research on planning strategies, investment opportunities, and market trends.
• Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence.

Education Requirements:

Bachelor's degree is required.

Basic Requirements:

• Strong written and verbal communication skills.
• Ability to manage multiple tasks and communicate progress effectively.
• High attention to detail and strong organizational capability.
• Proficiency in standard office software; willingness to learn financial planning tools.
• Professionalism and client‑first orientation.
• Ability to work collaboratively within a team environment.

Preferred Requirements:

• Experience in financial services or client service roles.
• Foundational understanding of investment and planning concepts.
• Interest in pursuing professional certifications such as CFP.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.