Senior UHNW Wealth Advisory Client Associate

King's Insurance Staffing; Phoenix (AZ); On-site; USD 100,000 - 350,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Insurance

Generous Employer 401(k) matching plan

Flexible salary structure with performance-based incentives

Continuing education and licensing covered by employer

Lucrative PTO package

Job summary

King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates should have 3 to 7 years of experience in wealth management, strong interpersonal skills, and relevant licenses. The position offers competitive compensation, excellent benefits, and the chance to work within a high-performing, collaborative team environment.

Qualifications

• 3 – 7+ years of experience in wealth management or financial advisory.
• Experience with high-net-worth clients.
• Series 7 and Series 66 (or 63/65) licenses required.

Responsibilities

• Serve as a primary point of contact for clients alongside senior advisors.
• Lead and participate in client meetings and manage relationships.
• Assist in the development and implementation of financial plans.

Skills

Client relationship management

Financial planning

Portfolio management

Strong communication skills

Team collaboration

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Job description

King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates should have 3 to 7 years of experience in wealth management, strong interpersonal skills, and relevant licenses. The position offers competitive compensation, excellent benefits, and the chance to work within a high-performing, collaborative team environment.