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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State Street Investment Management is currently seeking an Internal Sales Consultant to join our US Wealth team . In this role, you will be responsible for driving business with intermediary clients within the Broker Dealer and RIA channels. You will partner closely with Regional Consultants and Hybrid Sales Consultants to help drive adoption of SSIM’s investment solutions and increase market share across assigned territories.
Responsibilities:
- Territory Planning & Execution : Partner with the Regional Consultant to develop and execute territory business plans to expand market share, uncover new business opportunities, and grow the distribution of SSIM’s investment solutions including ETFs, model portfolios, direct indexing, cash strategies and DC solutions.
- Sales Process & Collaboration: Orchestrate a team-based selling approach by leveraging SSIM's investment expertise, specialist resources, and thought leadership to deliver comprehensive solutions that meet client needs and drive business growth.
- Client Engagement & Outreach : Deliver an exceptional client experience through proactive outreach and quality outbound client engagement activity across multiple channels, including phone, email, video conferencing, and virtual meetings.
- Business Leadership & Risk Excellence : Demonstrate a commitment to risk excellence while fostering strong internal and external partnerships, contributing to strategic initiatives, and supporting the overall success of the business.
Key Skills & Qualifications:
- Bachelor’s degree required.
- 2-4 years of experience preferred, ideally within the investment management, wealth management, or broader financial services industry.
- FINRA SIE, Series 7 and 63 licenses preferred (or ability to obtain within 6 months of start date)
- Superior oral and written communication skills, with the ability to engage effectively with both clients and internal stakeholders.
- Strong interest in capital markets and investment products (e.g., ETFs, model portfolios, direct indexing, cash strategies and DC solutions)
- Ability to build relationships and collaborate effectively across teams and client segments.
- Experience in wealth management, intermediary distribution, or financial advisor-facing roles is preferred.
- Existing relationships within Broker Dealer, RIA, or broader intermediary channels are beneficial but not required.
- Progress toward or attainment of professional designations such as the CFA, CFP®, CIMA®, or an MBA is a plus.
Salary Range:
$47 840 - $77 480 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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See All 32 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
- JPMorganChase14

- PNC Financial Services6

- U.S. Bank3

- Baird2

- CAPTRUST1

Top Industries Hiring
- Insurance
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 November 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 33% of wealth management associate openings tied to Arizona are remote or hybrid as of November 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 32 Wealth Management Associate Jobs in Arizona
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