Junior Financial Advisor: Wealth Management Apprenticeship

Wealthnest Planners; Chandler (AZ); On-site; USD 42,000 - 68,000; Full time

Job summary

Wealthnest Planners in Chandler, AZ is seeking an ambitious, client-centered person to join as an entry-level Junior Financial Advisor. This apprenticeship aims to build an elite holistic advisor from the ground up.

Year one focuses on front-office operations, client relations, and SOPs, with progression into tax prep, investment research, plans, and direct client work alongside senior planners. This role offers a strong runway for your wealth management career.

Qualifications

• Bachelor’s degree in Finance or related field preferred.
• Interest in ongoing credentials (CFP/SIE/Series).
• Strong client service mindset and professional presence.

Responsibilities

• Serve as the first point of contact for the firm, greeting clients with warmth and professionalism.
• Assist senior planners in gathering, organizing, and analyzing client documents.
• Shadow advisors and contribute to developing holistic financial plans.

Skills

Client relationship building

Active listening

High-touch service

Communication skills

Education

Bachelor’s degree in Finance, Financial Planning, Economics, Business Administration, Accounting, or a related field

Job description

Wealthnest Planners in Chandler, AZ is seeking an ambitious, client-centered person to join as an entry-level Junior Financial Advisor. This apprenticeship aims to build an elite holistic advisor from the ground up.

Year one focuses on front-office operations, client relations, and SOPs, with progression into tax prep, investment research, plans, and direct client work alongside senior planners. This role offers a strong runway for your wealth management career.