Senior Wealth Management Advisor | Ultra High Net Worth

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

Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client Associate 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 – 7+ 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 – $350,000 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