Senior Wealth Advisor: High-Net-Worth, Team-Driven Growth

King's Insurance Staffing

Phoenix (AZ)

On-site

USD 100,000 - 150,000

Full time

7 days ago

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) matching

PTO

Job summary

King's Insurance Staffing seeks a Senior Wealth Management Advisor to join a nationally recognized Wealth Management Team in the Greater Phoenix area. You will work with high-net-worth clients, supporting senior advisors in financial planning and portfolio execution in a team-based environment.

The role emphasizes client relationships over business development, with a base salary plus lucrative incentive plans and a comprehensive benefits package.

Qualifications

3–5+ years of experience in wealth management or financial advisory.
Experience working with high-net-worth or ultra-high-net-worth clients.
Series 7 and Series 66 (or 63/65) licenses required; strong academic background in finance.

Responsibilities

Serve as a primary point of contact for clients alongside senior advisors.
Lead and participate in client meetings, managing relationships over time.
Assist in development and implementation of comprehensive financial plans.
Support portfolio management and investment strategy discussions.
Collaborate with internal teams across advisory and operations.
Grow existing client relationships through high-touch service.

Skills

Client relationships

Financial planning

Portfolio execution

Communication

Relationship management

Teamwork

Education

Bachelor's degree in Finance/Economics/Business

Job description

The role emphasizes client relationships over business development, with a base salary plus lucrative incentive plans and a comprehensive benefits package.

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