Senior Wealth Management Client Associate | Ultra High Net Worth

Job Description

Job Description

Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client Associate 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.

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 – 7+ 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
• CIMA®, CFA®, or similar advanced designation strongly preferred
• Bachelor’s degree in Finance, Economics, Business, or related field

Compensation & Benefits:

• $100,000 – $350,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans
• Flexible structure including base 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