Wealth Management Associate Jobs in Arizona
Wealth Management Associate jobs in Arizona are active and competitive, with steady demand concentrated in financial planning, investment advisory, and private banking services at firms serving Arizona's growing high-net-worth and retiree population, from entry-level client service roles through senior associate positions. Phoenix and Scottsdale lead hiring volume, followed by Tucson, with well-established employers like Charles Schwab, Merrill Lynch, and Edward Jones maintaining consistent Arizona headcount. The most in-demand specializations include retirement planning, portfolio analysis, and financial plan development for individual and institutional clients. Find a role that fits below and apply directly.
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Showing 5 of 29+ Wealth Management Associate jobs
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.
- Bachelor's degree, or equivalent work experience
- At least six months of financial services, investments, or related experience
- One to two years of job-related experience in a financial sales position
- FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66
Preferred Skills/Experience
- Applicable state licenses
- CRPC, CFP designations
- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
- Demonstrated sales and marketing abilities
- Strong analytical skills to assess client needs
- Proficient computer navigation skills using a variety of software packages including Microsoft Office
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal and written communication skills
- Past experience with salesforce and MoneyGuide pro
- A passion for building relationships with clients
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $63,990.00 - 78,210.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.
- Bachelor's degree, or equivalent work experience
- At least six months of financial services, investments, or related experience
- One to two years of job-related experience in a financial sales position
- FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66
Preferred Skills/Experience
- Applicable state licenses
- CRPC, CFP designations
- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
- Demonstrated sales and marketing abilities
- Strong analytical skills to assess client needs
- Proficient computer navigation skills using a variety of software packages including Microsoft Office
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal and written communication skills
- Past experience with salesforce and MoneyGuide pro
- A passion for building relationships with clients
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $63,990.00 - 78,210.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
See All 29 Wealth Management Associate Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Wealth Management Associate Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
- JPMorganChase11
- PNC Financial Services8
- U.S. Bank4
- Jamba Juice1
- Trajan Wealth1
Top Industries Hiring
- Insurance
- Banking & Financial Services
What Arizona Employers Look For
The qualifications that appear most often in wealth management associate jobs across Arizona.
- Active FINRA Series 7 and Series 66 licenses required or expected within six months
- Bachelor's degree in finance, economics, business, or a closely related field
- One to three years of experience in financial services, banking, or client advisory
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
- Strong client relationship skills and comfort presenting financial recommendations to individuals
- CFP coursework in progress or a completed Certified Financial Planner designation preferred
Wealth Management Associate Jobs in Arizona: Frequently Asked Questions
How do you become a wealth management associate in Arizona?
Most Arizona wealth management associate roles require a bachelor's degree in finance, business, or economics combined with FINRA licensing. You will typically need to pass the Series 7 and Series 66 exams, which your sponsoring employer registers you for through FINRA's Central Registration Depository. Arizona does not impose a separate state investment adviser exam beyond federal and FINRA requirements. Many candidates also pursue CFP coursework through an accredited Arizona program to strengthen their credentials for client-facing roles.
How much do wealth management associates make in Arizona?
Wealth management associates 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 management associates in Arizona?
Employers hiring wealth management associates in Arizona right now include JPMorganChase, PNC Financial Services, and U.S. Bank, based on current listings on Migrate Mate as of September 2026. Arizona's concentration of retirees and relocating high-net-worth residents keeps demand from large wirehouses, independent advisory firms, and regional banks consistently active throughout the year.
Which Arizona cities have the most wealth management associate jobs?
Scottsdale, Phoenix, and Tempe have the most wealth management associate openings in Arizona. Phoenix and Scottsdale account for the largest share because that metro hosts major financial firm offices, corporate headquarters, and a dense population of affluent retirees and professionals, while Tucson adds a secondary market driven by University of Arizona-connected institutions and local community banking.
Are there remote wealth management associate jobs in Arizona?
Yes, but they are less common than in purely analytical roles because client relationship management is central to most wealth management associate positions. About 25% of wealth management associate openings tied to Arizona are remote or hybrid as of September 2026, reflecting the hands-on nature of client advisory work. The tasks most likely to be performed remotely are financial plan preparation, portfolio analysis, and internal reporting rather than direct client meetings.
How can I get hired as a wealth management associate in Arizona with little or no experience?
The most realistic entry path is a financial services associate or client service representative role at a large Arizona-based brokerage or bank, where you support licensed advisers while completing your Series 7 and Series 66 exams. Charles Schwab's Phoenix campus and Edward Jones offices across the Phoenix metro regularly onboard candidates without prior advisory experience through structured associate programs. A completed bachelor's degree in finance or a related field, strong numeracy, and progress toward CFP coursework give candidates a clear edge when applying to these new-graduate pipelines.
Where can I find and apply to wealth management associate jobs in Arizona?
You can find and apply to wealth management associate jobs in Arizona on Migrate Mate, which lists current Arizona openings from employers across the state. Search the listings, find roles that match your background and target location, and apply directly to the ones that fit.
See All 29 Wealth Management Associate Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
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