Wealth Management Client Associate | Phoenix, AZ
Current Jobs at King's Insurance Staffing
·Apr 2, 2026
- Salary
- $90k – $110k
- Type
- Full-time
- Department
- Management
- Seniority
- Entry
- Experience
- 5+ years
- Source
- RecruiterFlow
Description
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:
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Is already licensed (Series 7 + 66)
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Has 3 - 5+ years in the Wealth Management industry
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Knows how to handle clients, solve problems, and manage moving pieces
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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:
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5+ years of experience in financial services operations or client service roles
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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:
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$90,000 – $110,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans
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Very competitive comprehensive benefits package including:
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Medical, Dental, Vision, Life
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401(k) plan
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Generous PTO package
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Uncapped growth opportunity
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Employer covers 100% of the cost for continuing education and licensing for approved courses
Skills
Compliance
