Senior Wealth Management Advisor | Ultra High Net Worth

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.

Read all the information about this opportunity carefully, then use the application button below to send your CV and application.

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!

Responsibilities:

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

Qualifications:

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

Requirements:

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

Compensation & Benefits:

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

Additional Notes:

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