Wealth Advisor Jobs in Arizona
Wealth Advisor jobs in Arizona are active and growing, concentrated in financial planning, private banking, and high-net-worth client services across a market that draws significant retiree and wealth-transfer demand. Phoenix and Scottsdale account for the bulk of hiring, with Tucson emerging as a secondary hub, and established firms like Merrill Lynch, Charles Schwab, and Edward Jones maintain consistent presences across the state. The most in-demand specialties include retirement income planning, estate planning support, and portfolio management for affluent individuals and families. Find a role that fits below and apply directly.
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J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Client Advisor in the Chase Wealth Management Channel, you will cover the Southwest portion of the United States, focused exclusively on Private Client Advisors and local field leaders at CWM. You will lead an Integrated Client Team to deliver J.P. Morgan's investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.
Job Responsibilities:
- Lead and expand relationships with Regional Directors of Wealth, Market Directors of Wealth, and Private Client Advisors.
- Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
- Communicate J.P. Morgan's perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
- Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
- Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
- Demonstrate a solutions-oriented, consultative approach to client engagement.
- Organize and lead client meetings, presentations, and events within the territory.
- Manage time and resources efficiently, ensuring effective coverage and support for all clients.
- Uphold J.P. Morgan's values of integrity, excellence, and partnership in all interactions.
- Travel regularly within the assigned territory to meet with clients and prospects.
Required qualifications, capabilities and skills:
- Bachelor's degree required.
- Series 7 & 63 securities licenses.
- Proven experience in client relationship management.
- Strong communication, presentation, and interpersonal skills.
- Demonstrated ability to work collaboratively within a team structure.
- High level of professionalism, organization, and discipline.
- Willingness to travel weekly within the assigned territory.
- Consultative mindset with a focus on delivering client-centric solutions.
- Commitment to J.P. Morgan's values and a drive for excellence.
Preferred qualifications, capabilities and skills:
- Experience in wholesaling (internal or external) is preferred.
- Client relationship management in an institutional or advisory setting.
- Innovation mindset and adaptability to change.
- Emotional intelligence and strong interpersonal skills.
Additional Information:
This role requires regular travel within Southwest part of the United States.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Client Advisor in the Chase Wealth Management Channel, you will cover the Southwest portion of the United States, focused exclusively on Private Client Advisors and local field leaders at CWM. You will lead an Integrated Client Team to deliver J.P. Morgan's investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.
Job Responsibilities:
- Lead and expand relationships with Regional Directors of Wealth, Market Directors of Wealth, and Private Client Advisors.
- Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
- Communicate J.P. Morgan's perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
- Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
- Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
- Demonstrate a solutions-oriented, consultative approach to client engagement.
- Organize and lead client meetings, presentations, and events within the territory.
- Manage time and resources efficiently, ensuring effective coverage and support for all clients.
- Uphold J.P. Morgan's values of integrity, excellence, and partnership in all interactions.
- Travel regularly within the assigned territory to meet with clients and prospects.
Required qualifications, capabilities and skills:
- Bachelor's degree required.
- Series 7 & 63 securities licenses.
- Proven experience in client relationship management.
- Strong communication, presentation, and interpersonal skills.
- Demonstrated ability to work collaboratively within a team structure.
- High level of professionalism, organization, and discipline.
- Willingness to travel weekly within the assigned territory.
- Consultative mindset with a focus on delivering client-centric solutions.
- Commitment to J.P. Morgan's values and a drive for excellence.
Preferred qualifications, capabilities and skills:
- Experience in wholesaling (internal or external) is preferred.
- Client relationship management in an institutional or advisory setting.
- Innovation mindset and adaptability to change.
- Emotional intelligence and strong interpersonal skills.
Additional Information:
This role requires regular travel within Southwest part of the United States.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 21 Wealth Advisor Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Wealth Advisor Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
- JPMorganChase11
- U.S. Bank3
- PNC Financial Services3
- CAPTRUST1
- Mercer Advisors1
Top Industries Hiring
- Banking & Financial Services
- Consulting & Professional Services
What Arizona Employers Look For
The qualifications that appear most often in wealth advisor jobs across Arizona.
- Active FINRA Series 65 or Series 66 registration recognized in Arizona
- Bachelor's degree in finance, economics, business, or a related field
- CFP designation or active progress toward Certified Financial Planner certification
- Minimum of two to five years of experience in financial planning or advisory roles
- Demonstrated ability to build and retain a client book of business
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
Wealth Advisor Jobs in Arizona: Frequently Asked Questions
How do you become a wealth advisor in Arizona?
Becoming a wealth advisor in Arizona starts with earning a bachelor's degree in finance, business, or economics, then passing the FINRA Series 65 exam to become a licensed investment adviser representative registered through the Arizona Corporation Commission's Securities Division. Most Arizona firms also expect candidates to hold or pursue the CFP designation. Completing licensing through the Arizona Corporation Commission is the required regulatory step before advising clients for compensation in the state.
How much do wealth advisors make in Arizona?
Wealth advisors in Arizona earn a median of about $96,950 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $45,330 for the lowest 10% to over $212,630 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Arizona?
Employers hiring wealth advisors in Arizona right now include JPMorganChase, U.S. Bank, and PNC Financial Services, based on current listings on Migrate Mate as of September 2026. Arizona's concentration of retirees and high-net-worth residents in the Phoenix metro and Scottsdale corridor means established wealth management firms and regional banks maintain ongoing hiring pipelines in the state.
Which Arizona cities have the most wealth advisor jobs?
Phoenix, Scottsdale, and Tempe are the Arizona cities with the most wealth advisor openings. Phoenix drives the majority of demand as the state's financial services hub, Scottsdale attracts firms serving affluent and retiree clients concentrated in its established communities, and Tucson rounds out opportunities tied to its university-anchored professional population and growing regional banking presence.
Are there remote wealth advisor jobs in Arizona?
Yes, but they're less common than in purely analytical or back-office roles, because wealth advising relies heavily on ongoing client relationships and trust built through in-person interaction. About 40% of wealth advisor openings tied to Arizona are remote or hybrid as of September 2026, with the remote-eligible positions most often covering financial planning analysis, virtual client review meetings, and support roles within larger advisory teams.
How can I get hired as a wealth advisor in Arizona with little or no experience?
The most realistic entry path is applying for a client associate or financial advisor trainee role at one of the large wirehouse or independent broker-dealer offices in Phoenix or Scottsdale, where firms like Merrill Lynch and Edward Jones run structured new-advisor development programs. Candidates without a book of business can strengthen their candidacy by passing the Series 65 exam through the Arizona Corporation Commission and pursuing early CFP coursework, while lateral moves from banking relationship manager or insurance sales roles are a recognized bridge into advisory positions.
Where can I find and apply to wealth advisor jobs in Arizona?
You can find and apply to wealth advisor jobs in Arizona on Migrate Mate, which lists current Arizona openings from employers actively hiring in the state. Find roles that fit your experience and specialization, then apply directly to the employer through the listing.
See All 21 Wealth Advisor Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs