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Wealth Planning Associate Client Impact

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Focus Financial Partners, LLC
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 95000 USD Yearly USD 90000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Associate — Growth & Client Impact
A financial services firm is seeking an Associate Wealth Advisor to enhance client relationships through personalized wealth advice. The role involves developing financial strategies in retirement, risk management, tax, estate, and investment planning. Candidates should have a Bachelor's Degree and 2+ years of financial service experience, with strong interpersonal and analytical skills. The position offers a competitive salary between $90,000 and $95,000, along with potential bonuses and benefits.
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Position Requirements
10+ Years work experience
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