Wealth Analyst: Path to Advisor in Scottsdale

creweadvisors; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off and holidays

Job summary

Crewe Advisors is a comprehensive wealth advisory firm serving high net worth families, business owners, and executives. We are seeking a driven Wealth Analyst to join our Scottsdale, AZ office on a structured path toward a Wealth Advisor role.

You will receive mentorship and exposure to financial planning, portfolio strategy, and client relationship management, progressing toward direct client involvement and plan development under supervision.

Qualifications

• 1–3 years in a client support, wealth analyst, or advisory role at an RIA or similar financial services setting.
• Series 65 license (or willingness to obtain upon employment).
• Experience with planning software such as eMoney, MoneyGuide Pro.
• Familiarity with CRM platforms and advisor portals.

Responsibilities

• Draft, run, and review financial statements and models for client meetings.
• Support advisors through client analysis, meeting prep, and follow-up items.
• Coordinate with Wealth Planning and Investment Teams on cash flow and retirement projections.
• Maintain client information across firm CRM and ensure data accuracy.
• Provide high-level fiduciary service and adhere to compliance procedures.

Skills

Client service

Professional communication

Attention to detail

Team collaboration

Tools

CRM software

eMoney

MoneyGuide Pro

Wealthscape

Job description

Crewe Advisors is a comprehensive wealth advisory firm serving high net worth families, business owners, and executives. We are seeking a driven Wealth Analyst to join our Scottsdale, AZ office on a structured path toward a Wealth Advisor role.

You will receive mentorship and exposure to financial planning, portfolio strategy, and client relationship management, progressing toward direct client involvement and plan development under supervision.