Associate / Senior Financial Advisor, CFP

Maridea Wealth Management, LLC; Phoenix (AZ); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Hybrid schedule

Small team

Job summary

Maridea Wealth Management in the Greater Phoenix Area is seeking a CFP® professional with a strong financial planning background and extensive client-facing experience. You will work directly with our lead advisor to build the practice, deliver comprehensive financial plans and deepen long-term client relationships.

This role offers a path to succession and, for the right person, the opportunity to lead the office's client relationships.

Qualifications

• CFP professional with strong financial planning background.
• 5 to 15 years of financial planning experience.
• Live in the Phoenix metro area (required).
• Hands-on experience with financial planning software.
• Comfort with CRM systems; HubSpot experience a plus.

Responsibilities

• Gather client data and build/update financial plans in eMoney.
• Prepare analyses on retirement, cash flow, tax, insurance, education and estate topics.
• Prepare agendas and materials for client review meetings.
• Attend client meetings, take notes and track action items.
• Over time, lead planning conversations with clients.

Skills

Client-facing advisor

Financial planning

Business development

Communication

CRM

Leadership

Education

CFP certification

Tools

eMoney

HubSpot

Job description

Maridea Wealth Management is a national, SEC-registered wealth management firm with more than $2 billion in client assets and 11 offices across the country. Our office in Gilbert, Arizona serves about 120 households, with a focus on comprehensive, long-term financial planning. That gives our clients the personal attention of a local team, backed by the resources of a national firm.

We are a small team that values clear communication, follow-through and doing right by our clients. In 2026, Maridea was named RIA Team of the Year in the InvestmentNews Awards, ranked sixth on Financial Advisor Magazine's list of the 50 fastest-growing RIAs and named one of Inc.'s Best Workplaces. We are looking for a professional in the Greater Phoenix Area to join our team.

About the Role

We are looking for a CFP® professional with a strong financial planning background and extensive experience as a client-facing advisor. You will work directly with our lead advisor to build the practice, delivering comprehensive financial plans, leading client conversations and deepening long-term relationships. A track record of business development is a big plus. We want someone who enjoys meeting prospective clients and turning those conversations into lasting client relationships.

This role may be designed as a path to succession. For the right person, it offers a clear opportunity to step into the lead advisor role and, over time, take over primary responsibility for the office's client relationships. You will work alongside our lead advisor to build trust with clients and gradually take the lead on their planning and service, so relationships carry forward smoothly.

The ideal candidate is a hard-working team player who is great with people and great with numbers. You are comfortable wearing many hats, show natural leadership and approach building a business like an entrepreneur. You will be a strong cultural fit for a fast-growing firm where everyone pitches in to help the practice succeed. You will collaborate closely with our local advisors, as well as Maridea's corporate and back-office teams, to build a great business together.

What You Will Do

• Gather client data and build and update financial plans in eMoney
• Prepare analysis on retirement, cash flow, tax, insurance, education and estate topics
• Prepare agendas and materials for client review meetings
• Attend client meetings, take notes and track action items through completion
• Over time, lead planning conversations and meetings with clients

Operations and client service

• Open accounts, process transfers and handle paperwork with our custodian, AssetMark
• Manage service requests from start to finish and keep clients updated
• Keep client records, notes and tasks current in our CRM (HubSpot)
• Help keep our workflows, checklists and client service processes running smoothly
• Support compliance recordkeeping and firm policies

What You Bring

• 5 to 15 years of experience in financial planning, ideally at an RIA
• Live in the Phoenix metro area or central Arizona (required)
• Hands-on experience with financial planning software
• Comfort with CRM systems and technology. HubSpot experience is a plus
• Strong attention to detail and a process-driven mindset
• Clear, warm communication with clients and teammates
• Ability to manage many tasks and deadlines at once
• A clean record on the SEC Investment Adviser Public Disclosure site

Nice to have

• Experience with AssetMark and eMoney
• Familiarity with Arizona planning topics, such as state income tax and community property rules
• Additional credentials such as CFA, ChFC®, RICP®, CPA/PFS or EA
• Bilingual in English and Spanish
• Medical, dental and vision insurance
• Paid time off and paid holidays
• Life and disability insurance

Why Join Us

• Meaningful client relationships with a focus on comprehensive planning
• A hybrid schedule with a small, supportive team
• Room to grow your planning skills and client leadership