Associate Wealth Advisor

The Well; Scottsdale (AZ); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

PTO

Sick time

Medical insurance

Dental insurance

Vision insurance

Uncapped bonus potential

Job summary

The Well in Scottsdale, AZ is seeking a Wealth Advisor to work directly with the Founder in a mentorship-driven, hands-on setting. You will coordinate with CPAs and estate attorneys, craft integrated financial plans, and present to high-net-worth clients from day one.

Applicants should have a finance-related Bachelor's degree, relevant wealth-management experience, and proper licenses (Series 65/66 and/or Series 7).

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• A few years of experience in wealth management or financial planning; able to contribute early.
• Fully licensed at time of hire, holding Series 65/66 and/or Series 7.
• Strong analytical skills; proficient with Excel, CRM, and financial planning/tax software.
• Excellent communication and client-service orientation.
• Collaborative, proactive, detail-oriented, with sensitivity to client information.

Responsibilities

• Support client discovery meetings and organize financial, tax, and estate planning information.
• Help design integrated strategies and prepare plan summaries, presentations, and follow-up materials.
• Coordinate with CPAs, estate attorneys, and other outside professionals on the Founder’s behalf.
• Prepare for and attend client meetings, documenting discussions and action items.
• Maintain accurate client records in the firm's CRM and planning systems.
• Use AI tools to draft and refine client-facing communication, fact-checking and personalizing output.

Skills

Analytical skills

Excellent communication

Client-service orientation

Collaborative

Detail-oriented

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Excel

CRM

Financial planning software

Tax software

Job description

Role Summary

On behalf of our client - a coordinated wealth and tax planning firm based in Scottsdale, AZ, serving high-net-worth and ultra-high-net-worth families, entrepreneurs, real estate investors, and high-income professionals - we are seeking a Wealth Advisor to work directly alongside the Founder in a hands-on, mentorship-style structure rather than a large team hierarchy. The firm solves the "silo tax" that comes from disconnected investment, tax, estate, and business planning by delivering a single, integrated financial plan that evolves as life, markets, and tax law change. This is a client-facing role from day one, with increasing advisory responsibility as experience and licensing develop.

Core Responsibilities

• Support client discovery meetings and organize financial, tax, and estate planning information
• Help design integrated strategies and prepare plan summaries, presentations, and follow-up materials
• Coordinate with CPAs, estate attorneys, and other outside professionals on the Founder's behalf
• Prepare for and attend client meetings, documenting discussions and action items
• Maintain accurate client records in the firm's CRM and planning systems
• Use AI tools to draft and refine client-facing communication, fact-checking and personalizing every output

Must-Haves

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• A few years of experience in wealth management, financial planning, or a related field - able to step in and contribute early rather than require an extended ramp-up
• Fully licensed at time of hire, holding at least Series 65/66 and/or Series 7
• Strong analytical skills; proficiency with Excel, CRM, and financial planning/tax software
• Excellent communication skills and a client-service orientation
• Collaborative, proactive, detail-oriented, and comfortable with sensitive client information

Nice-to-Haves

• Progress toward CFP®, CPA, EA, or similar designation
• EA credential or tax experience
• Alternative investment experience (PE, real estate syndications, structured products)

Compensation and Benefits

• $80,000 - $85,000 base salary, commensurate with experience
• $20,000+ performance bonus, uncapped upside based on performance
• PTO + sick time; medical, dental, and vision insurance

Work Environment and Culture

Full-time, on-site in Scottsdale. Genuinely coordinated internally and in how clients are served, not siloed. AI-forward by design - AI tools are used across planning, client communication, and daily workflow, not just admin tasks. Abundance culture with no eat-what-you-kill dynamics - wins are shared and ideas welcomed regardless of tenure. White-glove, hospitality-level service standard paired with a modern, integrated planning model. Real growth path with a path to greater ownership and revenue-generating impact as experience and licensing develop.