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Wealth Analyst Touch Planning & AI-Driven Service
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-28
Listing for:
Rothschild Wealth Partners
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Rothschild Wealth Partners seeks a detail-oriented Wealth Analyst to directly support advisors and their clients. This role spans the full client experience—from building financial plans and executing trades to serving as a primary point of contact for client service—and is central to delivering the clear, high-touch service our clients expect.
Based in our Phoenix, AZ office with light travel to our Chicagoland (Oak Brook, IL) office for training, this position emphasizes onboarding, investment
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