Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Family Office Fiduciary Advisor Client-First Wealth Growth

Trajan Wealth LLC

Trajan Wealth LLC seeks an Associate Family Office Fiduciary Advisor to support ongoing management and growth of an established client base in our Scottsdale headquarters. You will work with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists to deliver integrated wealth-management solutions. The role emphasizes fiduciary client service, coordination of investment, retirement, estate, and tax planning conversations, and collaboration across teams to deepen client #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Family Office Fiduciary Advisor Client-First Wealth Growth in Scottsdale, AZ vacancy
  • $80k - $130k

    About Trajan Wealth With over $3 billion...  ...Investment Advisor firms in the country...  ...components of a client's financial life...  ...together under one fiduciary standard - the Family Office. Role Overview...  ...management and growth of an...  ...proactive, and client-first mindset. Preferred... 
    Work at office
    Base plus commission
    Temporary work
    Relocation package

    Trajan Wealth LLC

    Scottsdale, AZ
    4 days ago
  •  ...quo and help clients achieve what...  ...most. Schwab Wealth Advisory is a...  ...service, and a fiduciary commitment to...  ..., Wealth Advisor , you’ll manage...  ...importance of in-office collaboration...  ...within the first 120 days In...  ...champion your growth through meaningful...  ...leave and family building... 
    Work at office

    Charles Schwab

    Scottsdale, AZ
    23 hours ago
  •  ...MESAAreas of Interest: Wealth ManagementPay...  ...be a true Wealth Advisor for your clients, with the ability...  ...to your success, growth, and advancement....  ...individuals, families, family businesses...  ...knowledge of Microsoft Office; experience with...  ...and take the first step towards your... 
    Work at office
    Work experience placement

    Bank of Oklahoma

    Scottsdale, AZ
    3 days ago
  • Mission Wealth, Barron's Top 100 RIA, seeks a relationship-driven Business Development Advisor in a consultative sales role. You will engage...  ...prospects on planning-first Wealth strategies, and coordinate...  ...opportunities into clients. This in-office position emphasizes first... 
    Work at office

    Mission Wealth

    Scottsdale, AZ
    23 hours ago
  •  ...status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑...  ...personalized service, and a fiduciary commitment to our...  .... As a Wealth Advisor, you’ll manage...  ...the importance of in-office collaboration and fully...  ...within the first 120 daysPreferred QualificationsCFP... 
    Work at office
    Full time

    The Charles Schwab Corporation

    Scottsdale, AZ
    2 days ago
  • Overview:Personal Wealth is transforming how investors...  ...helps individuals and families achieve their...  ...wealth, trust, and family office services. Serving investors...  ...combines Vanguard's client-first philosophy, low-cost...  ...portfolio. As a trusted advisor to business leadership... 
    Work at office
    Full time

    Vanguard

    Scottsdale, AZ
    4 days ago
  •  ...status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑...  ...personalized service, and a fiduciary commitment to our...  .... Manager, Wealth Advisor, you’ll manage...  ...importance of in-office collaboration and fully...  ...within the first 120 daysIn addition... 
    Work at office
    Full time

    The Charles Schwab Corporation

    Scottsdale, AZ
    2 days ago
  •  ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors...  ...Ultra High Net Worth clients achieve their unique...  ...individuals and families. By communicating Vanguard...  ...well-being.Professional Growth: Benefit from a...  ...model. We are in the office Tuesday-Thursday and work... 
    Work at office
    Full time
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Scottsdale, AZ
    23 hours ago
  • $134.28k - $164.12k

     ...S. Bank Private Wealth Management (PWM) helps clients identify and achieve...  ...giving, and fiduciary administration....  ...Private Wealth Advisor (PWA) is responsible...  ...responsible for growth through internal...  ...you and your family boost your health...  ...which is listed first. The actual range... 
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Scottsdale, AZ
    23 hours ago
  • Raymond James' Key Wealth group is seeking a Registered Client Associate & Paraplanner to support financial advisors with client service, data entry, and planning prep. The role emphasizes...  ..., and experience with CRM systems and Office 365. Onsite work with no travel beyond... 
    Work at office

    130 Raymond James Financial Services, Inc.

    Scottsdale, AZ
    23 hours ago
  • $98k - $112k

     ...About Trajan Wealth With over $3 billion...  ...Investment Advisor firms in the country...  ...components of a client's financial life...  ...together under one fiduciary standard - the Family Office. Our marketing...  ...the measurable growth of a brand they...  ...Trajan's campaigns first Share AI-driven... 
    Work at office
    Temporary work
    Shift work

    Trajan Wealth LLC

    Scottsdale, AZ
    2 days ago
  • As a Wealth Planning Consultant, Senior Specialist with Vanguard...  ...our ultra-high net worth clients and their families through their unique and...  ...analysis. You will be a trusted advisor, bringing education and...  ...commute to Scottsdale, AZ office, Charlotte, NC, or Malvern,... 
    Work at office
    Full time
    Work experience placement
    Remote work
    Relocation package

    Vanguard

    Scottsdale, AZ
    1 day ago
  • $70k - $130k

     ...professional to join our US Wealth team as an RIA,...  ...Registered Investment Advisors (RIAs) and Bank Trust organizations...  ...to work from the office 4 days per week. The...  ...Wealth, own and grow key client and strategic partner...  ...short term disability, and family care responsibilities;... 
    Work at office
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Scottsdale, AZ
    2 days ago
  • Bank of America’s Merrill Advisor Development Program seeks individuals aiming to transition...  ...Advisor role. You will identify client needs, craft investment recommendations,...  ...advisory processes. This role emphasizes in-office collaboration and a structured development... 
    Work at office

    Bank of America

    Scottsdale, AZ
    4 days ago
  •  ...survey here: At Key Wealth Management, we believe...  ...combined Paraplanner / Client Service Associate role....  ...supporting clients and advisors and the analytical side...  ...Help maintain office organization and operational...  ...values professionalism, growth, collaboration, and genuine... 
    Work at office
    Full time

    Key Wealth Management

    Scottsdale, AZ
    4 days ago
  • $60k

     ...Alerus is a commercial wealth bank and national retirement...  ...core purpose: helping clients achieve their financial...  ...improvements and growth, we foster long-term relationships...  ...The Role The Wealth Advisors are enhancing existing...  ...performed in an office setting. The employee... 
    Work at office
    Work experience placement
    Live in
    Flexible hours

    Alerus

    Scottsdale, AZ
    1 day ago
  • Alerus Wealth Advisors in Scottsdale, AZ, seeks seasoned professionals to deliver comprehensive financial guidance to high-net-worth clients. You will act as the primary advisor, coordinating a team...  ...collaborative environment with growth opportunities, ongoing education... 

    Alerus

    Scottsdale, AZ
    3 days ago
  •  ...contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Arizona.PNC is an in-office company that fosters a supportive culture where...  ...as the development of financial plans for clients. Grows and retains an investment and... 
    Work at office
    Full time
    Temporary work
    Part time
    Work experience placement

    The PNC Financial Services Group

    Scottsdale, AZ
    1 day ago
  •  ...Description: Merrill Wealth Management is a...  ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...committed to an in-office culture that supports...  ...leading with a client first mindset Required...  ...learning and professional growth Exhibits sound... 
    Work at office
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Scottsdale, AZ
    23 hours ago
  • $98.4k - $199k

     ...Bank has been serving clients and communities since...  ...and building wealth. The Wealth Advisor is responsible for relationship...  ...and Philanthropy Officers, as appropriate), and...  ...Manager relieves the family of the burden of doing...  ...do; continually seeks first-hand client... 

    Old National Bank

    Scottsdale, AZ
    2 days ago
  • ## Wealth Advisor - PNC Wealth ManagementApplylocations: AZ - Scottsdale (85253): AZ - Gilbert...  ...you will be based in Arizona.PNC is an in-office company that fosters a supportive...  ...the development of financial plans for clients. Grows and retains an investment and insurance... 
    Work at office
    Full time
    Temporary work
    Part time
    Work experience placement

    PNC

    Scottsdale, AZ
    4 days ago
  • Wilde Wealth Management Group seeks a Senior Registered Advisor Support Associate in Paradise Valley/Scottsdale to back senior...  ...Advisors and manage complex client relationships. You will execute trades...  .... Full-time in our Scottsdale office with a competitive salary and benefits... 
    Work at office
    Full time

    PINNACLE WEALTH ADVISORS, LLC

    Paradise Valley, AZ
    3 days ago
  •  ...the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Scottsdale...  ...planning strategy focused on helping clients meet their savings, investing and...  ...advisors build their future. PNC is an in-office company that fosters a supportive... 
    Work at office
    Full time
    Temporary work
    Part time
    Work experience placement

    PNC

    Scottsdale, AZ
    3 days ago
  •  ...high-net-worth clients, sell an industry...  ..., Private Jet Advisors are at the...  ..., and customer-first approach, offering...  ...hybrid, or in-office, we offer flexibility...  ...revenue growth through optimizing...  ...automotive dealers, wealth management,...  ...you and your family (full-time Team... 
    Work at office
    Remote job
    Full time
    Flexible hours

    Silver Air Private Jets

    Scottsdale, AZ
    17 days ago
  • Mariner is seeking an Associate, Family Office to support accurate and timely financial administration...  ...and reporting for family office clients in Scottsdale, AZ. You will manage day-...  .... You will collaborate with client advisors and accountants to organize financial information... 
    Work at office

    Mariner

    Scottsdale, AZ
    3 days ago
  • Osaic is seeking a driven VP, Advisor Engagement to lead strategy and execution for financial...  ...to increase retention, engagement, growth, and satisfaction. The role builds partnerships...  ...across teams to deliver superior client outcomes #J-18808-Ljbffr Advisor Group

    Advisor Group

    Scottsdale, AZ
    4 days ago
  •  ...PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, developing comprehensive financial plans for clients. You will grow and retain a book of business, owning the client experience and coordinating with internal partners to maximize... 

    PNC

    Scottsdale, AZ
    4 days ago
  • $98.4k - $199k

     ...Bank has been serving clients and communities since 1...  ...preserving and building wealth. TheWealth Advisoris responsible...  ...andPhilanthropy Officers, as appropriate),...  ...Relationship Manager relieves the family of the burden of doing...  ...do; continually seeks first-hand client information... 

    Old National Bank

    Scottsdale, AZ
    1 day ago
  • $100k - $250k

     ...Financial Advisor Opportunity Wisepath Recruiting...  ..., established wealth management...  ...OneAmerica Financial. Our client firm operates...  ...prioritizes protection-first strategies,...  ...program, full back-office administrative support...  ...to individuals, families, and business owners... 
    Work at office
    Local area

    Wisepath Financial Group

    Scottsdale, AZ
    3 days ago
  • $65k - $80k

     ...communication schedules. As the first dedicated support role...  ...of high-performing, growth-minded individuals who...  ...in investor relations, client service, financial...  ...proficiency with Microsoft Office and the ability to...  ...we’re people first—with families, ambitions, and values... 
    Work at office
    Remote work

    52TEN

    Scottsdale, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Family Office Fiduciary Advisor Client-First Wealth Growth. Be the first to apply!