Senior Wealth Management Advisor | Ultra High Net Worth

King's Insurance Staffing; Phoenix (AZ); On-site; USD 100,000 - 150,000; Full time

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

Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Advisor to join their practice in the Greater Phoenix area. This individual will play a key client-facing advisory role, working directly with high-net-worth clients while supporting senior advisors in the delivery and execution of comprehensive financial plans.

This is not a traditional “book of business” Financial Advisor role. Instead, this position is ideal for someone who excels in client relationships, financial planning, and portfolio execution, and prefers to operate within a team-based, collaborative environment while working with one of Arizona's Top-Performing Wealth Management teams!

Responsibilities:

• Serve as a primary point of contact for clients alongside senior advisors
• Lead and participate in client meetings, including independently managing relationships over time
• Assist in the development and implementation of comprehensive financial plans
• Support portfolio management and investment strategy discussions
• Collaborate with internal team members across advisory and operations functions
• Help maintain and grow existing client relationships through a high-touch service model

Qualifications:

• 3 – 5+ years of experience in wealth management or financial advisory
• Experience working with high-net-worth or ultra-high-net-worth clients
• Proven ability to operate in a client-facing advisory capacity
• Background supporting a team at firms such as Morgan Stanley, Merrill Lynch, UBS, or similar preferred
• Highly professional, polished, and confident in front of clients
• Strong communication and relationship management skills
• Team-oriented mindset with a desire to support and scale an existing book of business

Requirements:

• Series 7 and Series 66 (or 63/65) licenses required
• Bachelor’s degree in Finance, Economics, Business, or related field
• $100,000 – $150,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans
• Flexible structure including base salary + performance-based incentives
• Very competitive comprehensive benefits package including: Medical, Dental, Vision, and Life Insurance
• Generous Employer 401(k) matching plan
• Lucrative PTO package
• Uncapped growth opportunity
• Employer covers 100% of the cost for continuing education and licensing for approved courses
• Total compensation has strong upside for high-caliber candidates

Additional Notes:

• This role does not require an existing book of business
• Ideal for individuals who enjoy the advisory and client relationship side of wealth management without a primary focus on business development
• Opportunity to be part of a high-performing, collaborative team with strong long-term growth potential