Senior Wealth Advisor (On-Site)

REDW Advisors & CPAs; Phoenix (AZ); On-site; USD 121,265 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision, life, disability

401(k) with match

HSA and FSA options

Flexible PTO + 10 holidays

Monthly wellness reimbursement

$150 annual WFH allowance

Tech provided

Job summary

REDW Advisors & CPAs is seeking a Senior Wealth Advisor for an on-site position in Phoenix, Arizona. The candidate will build and manage client relationships, lead client meetings, and support financial planning and portfolio management.

Qualified candidates should have at least a Bachelor’s degree, 7+ years in financial planning or investment management, and strong communication skills. The role offers a competitive salary range between $121,265 - $170,000 plus various benefits like medical, dental, and flexible PTO.

Qualifications

• Minimum 7 years in financial planning/investment management.
• Strong regulatory history and industry reputation.
• Securities 65 or 66 license preferred.

Responsibilities

• Build and manage client relationships.
• Lead client meetings and present recommendations.
• Support financial planning and portfolio management.
• Collaborate with the team and Investment Committee.

Skills

Client relationship management

Financial planning

Investment management

Communication skills

Education

Bachelor’s degree

Tools

Envestnet/Tamarac

Junxure

Microsoft Office

Job description

Senior Wealth Advisor (On-Site)

What You’ll Do

• Build and manage client relationships (new + existing)
• Lead client meetings and present recommendations
• Support financial planning and portfolio management
• Collaborate with team and Investment Committee
• Maintain systems knowledge and stay current on regulations
• Improve processes and contribute to team strategy

What You Bring

• Bachelor’s degree
• 7+ years in financial planning/investment management
• Strong regulatory history and industry reputation

Preferred

• Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office
• Securities 65 or 66 license

What Sets You Apart

• Experience managing complex client relationships
• Strong communication and presentation skills
• Proven client acquisition and service experience
• Critical thinker with strong organization and attention to detail
• Team-oriented, self-starter mindset
• Knowledge of RIA/wealth management operations

Compensation

• Salary range: $121,265 - $170,000 (plus eligibility for variable compensation)
• Final offer based on location, experience, skills, licensure, and business need
• Commitment to fair and equitable pay practices

Benefits

• Medical, dental, vision, life, disability
• 401(k) with match
• HSA and FSA options

Work-Life & Wellness

• Flexible PTO + 10 holidays
• Monthly wellness reimbursement

Growth & Development

• Learning platform + credential support
• Ongoing development resources

Remote Support

• $150 annual WFH allowance
• Tech provided

Culture

• Award-winning workplace
• Strong focus on collaboration and inclusion

Equal Opportunity Employer

REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.

If you require a reasonable accommodation during the hiring process, please email us at [e-mail].