Wealth Associate: Client-Facing Growth Path

Tier4 Group; Phoenix (AZ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Tier4 Group in Phoenix, AZ is seeking a Wealth Associate to join its Family Wealth Management team. This hybrid role offers direct client exposure, opportunities to lead financial planning projects, and a fast path forward for someone with 2–4 years of experience.

You’ll support advisors across client relationships, prepare materials for meetings, and gain hands-on experience with eMoney, Tamarac, Salesforce, and Excel while pursuing CFP certification.

Qualifications

• 2–4 years of wealth management or financial services experience.
• Bachelor’s degree required; CFP designation or actively pursuing CFP certification.
• Experience supporting advisors and client relationships.
• Strong financial planning fundamentals and client-facing readiness.

Responsibilities

• Support advisors across multiple client relationships and wealth management disciplines.
• Participate in client meetings and help prepare financial planning materials and presentations.
• Build relationships with clients and become a trusted resource for day-to-day questions and service needs.
• Assist with comprehensive financial planning and wealth management strategies.
• Coordinate meeting preparation, documentation, and follow-up activities.
• Help manage client requests and ensure deliverables are completed accurately and on time.
• Maintain accurate client information, activities, and workflows within the firm’s systems.
• Work collaboratively with senior advisors while gradually taking on greater client-facing responsibility.

Skills

Wealth management experience

Client relationship experience

Strong communication

Education

Bachelor’s degree

CFP designation

Tools

eMoney

Tamarac

Salesforce

Microsoft Excel

Microsoft 365

Job description

Tier4 Group in Phoenix, AZ is seeking a Wealth Associate to join its Family Wealth Management team. This hybrid role offers direct client exposure, opportunities to lead financial planning projects, and a fast path forward for someone with 2–4 years of experience.

You’ll support advisors across client relationships, prepare materials for meetings, and gain hands-on experience with eMoney, Tamarac, Salesforce, and Excel while pursuing CFP certification.