Wealth Advisor

CATEGORY

Wealth Management - Client Facing

LOCATION

Scottsdale, Arizona

SALARY

$90,000 - $100,000

JOB

REFERENCE

249989

Job Description

Wealth Advisor

A well-established, nationally-recognized RIA is looking to bring on an ambitious wealth advisor for its Scottsdale office. This firm takes a planning-first approach and works with high-net-worth and ultra-high-net-worth clients and families. Advisors here plug into an existing referral network, an in-house advanced planning team, institutional-caliber investment solutions, centralized operational support, and modern technology, so you can spend your time on clients rather than infrastructure.

This is a strong fit for someone who's spent time in a second-chair role and is ready to step into more ownership. You'll need at least four years of experience and a genuine interest in both growing a book of business and managing client relationships day to day. The firm offers a clear two-year path to partnership, with the potential to take part in succession planning further down the road.

What you'll do

Build and manage a book of business, developing lasting relationships with HNW and UHNW individuals and families

Deliver financial planning and investment advice tailored to each client's goals and changing circumstances

Work alongside the firm's internal planning, investment, and wealth management specialists to bring clients integrated solutions

Generate new business through referrals, networking, and your own business development efforts

Be a consistent, trusted presence for clients over the long haul

What you'll bring

4+ years in a client-facing role at an RIA

Bachelor's degree and CFP designation (required)

Demonstrated business development experience

Comfort working with financial planning software, custodian platforms, and CRMs

Compensation:

$100,000 base salary, guaranteed for the first two years, with real upside beyond that as your book grows.