Senior Wealth Management Advisor | Ultra High Net Worth

Job Description

Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Advisor to join their practice in the Greater Phoenix area. This individual will play a key client-facing advisory role, working directly with high-net-worth clients while supporting senior advisors in the delivery and execution of comprehensive financial plans.

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This is not a traditional “book of business” Financial Advisor role. Instead, this position is ideal for someone who excels in client relationships, financial planning, and portfolio execution, and prefers to operate within a team-based, collaborative environment while working with one of Arizona's Top-Performing Wealth Management teams!

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Responsibilities:

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• Serve as a primary point of contact for clients alongside senior advisors
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• Lead and participate in client meetings, including independently managing relationships over time
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• Assist in the development and implementation of comprehensive financial plans
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• Support portfolio management and investment strategy discussions
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• Collaborate with internal team members across advisory and operations functions
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• Help maintain and grow existing client relationships through a high-touch service model
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Qualifications:

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• 3 – 5+ years of experience in wealth management or financial advisory
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• Experience working with high-net-worth or ultra-high-net-worth clients
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• Proven ability to operate in a client-facing advisory capacity
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• Background supporting a team at firms such as Morgan Stanley, Merrill Lynch, UBS, or similar preferred
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• Highly professional, polished, and confident in front of clients
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• Strong communication and relationship management skills
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• Team-oriented mindset with a desire to support and scale an existing book of business
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Requirements:

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• CFP® required
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• Series 7 and Series 66 (or 63/65) licenses required
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• CIMA®, CFA®, or similar advanced designation strongly preferred
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• Bachelor’s degree in Finance, Economics, Business, or related field
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Compensation & Benefits:

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• $100,000 – $150,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans
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• Flexible structure including base salary + performance-based incentives
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• Very competitive comprehensive benefits package including: Medical, Dental, Vision, and Life Insurance
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• Generous Employer 401(k) matching plan
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• Lucrative PTO package
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• Uncapped growth opportunity
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• Employer covers 100% of the cost for continuing education and licensing for approved courses
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• Total compensation has strong upside for high-caliber candidates
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Additional Notes:

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• This role does not require an existing book of business
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• Ideal for individuals who enjoy the advisory and client relationship side of wealth management without a primary focus on business development
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• Opportunity to be part of a high-performing, collaborative team with strong long-term growth potential
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