Wealth Management Client Associate | Phoenix, AZ

Salary :

$90,000 - 110,000 yearly

Company : King's Insurance Staffing

Job Type : Full Time

Phoenix, United States

Job Description - Wealth Management Client Associate | Phoenix, AZ

Our client is seeking to add a Wealth Management Client Associate to their high-performing financial advisory team in Phoenix. This is a unique opportunity to join one of the top advisory teams in the country, supporting ultra-high-net-worth (UHNW) clients in a fast-paced, performance-driven environment. This is not a traditional Client Associate role, but rather a career-building opportunity for individuals looking to elevate their experience and operate at the highest level within wealth management.

If you’re currently in financial services and feel like you’re capable of more…this is for you! This opportunity is built for someone who:

Is already licensed (Series 7 + 66)

Has 3 - 5+ years in the Wealth Management industry

Knows how to handle clients, solve problems, and manage moving pieces

And is ready to step into a higher-performing environment

Key Responsibilities:

Provide high-level operational and client service support to a team of financial advisors

Open and maintain client accounts with accuracy and efficiency

Coordinate and schedule client meetings and follow-ups

Manage a high volume of client service requests with professionalism and urgency

Handle multiple workflows simultaneously, ensuring timely execution of all tasks

Act as a key point of contact for client needs, delivering a white-glove service experience

Collaborate closely with advisors and internal teams to support overall business operations

Maintain detailed records and ensure compliance with firm policies and procedures

Qualifications & Requirements:

5+ years of experience in financial services operations or client service roles

Series 7 and Series 66 licenses required

Proven ability to multitask at a high level and manage competing priorities

Strong communication skills with a polished and professional presence

Highly organized, detail-oriented, and accountable

Salary & Benefits:

$90,000 – $110,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans

Very competitive comprehensive benefits package including:

Medical, Dental, Vision, Life

401(k) plan

Generous PTO package

Uncapped growth opportunity

Employer covers 100% of the cost for continuing education and licensing for approved courses

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Wealth Management Client Associate | Phoenix, AZ

Job Description - Wealth Management Client Associate | Phoenix, AZ

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