Senior Wealth Advisor (On-Site)

Redw Llc; Phoenix (AZ); On-site; USD 121,265 - 170,000; Full time

Benefits offered by this job

401(k) with match

HSA/FSA options

Flexible PTO (10 holidays)

Job summary

REDW, one of the nation’s largest accounting and advisory firms, invites you to join a collaborative team in Phoenix. You will build and manage client relationships, lead meetings, and support financial planning and portfolio management while staying current on regulations.

The role emphasizes teamwork, process improvement, and strategic contribution. With compensation reflecting expertise, the firm values diversity and offers growth opportunities, professional credentials, and a supportive

Qualifications

• 7+ years in financial planning/investment management.
• CPA, PFS, CFP®, or CFA® certifications preferred.
• Strong regulatory history and industry reputation.
• Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office preferred.
• Securities 65 or 66 license preferred.

Responsibilities

• 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

Skills

Client relationships

Lead meetings

Financial planning

Portfolio management

Regulatory knowledge

Process improvement

Education

CPA

PFS

CFP®

CFA®

Tools

Envestnet/Tamarac

Junxure

Microsoft Office

Job description

Ready to grow your career somewhere that actually invests in you? At REDW , one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other.

With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing.

If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it!

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

7+ years in financial planning/investment management

• Financial accreditations: CPA, PFS, CFP®, or CFA®
• Strong regulatory history and industry reputation
• Preffered:Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office
• Preferred: 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

Why You’ll Love Working at REDW

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
• 401(k) with match
• HSA and FSA options
• Flexible PTO + 10 holidays
• Monthly wellness reimbursement

Growth & Development

• Learning platform + credential support

Remote Support

• Tech provided

Culture

• 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.