Wealth Associate — Client-Facing & Growth Path

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

Job summary

Tier4 Group in Phoenix, AZ seeks a Wealth Associate to join its client-facing wealth management team. This role offers direct client exposure, advanced financial planning tasks, and growth toward senior advisory responsibilities.

You'll support advisors, participate in client meetings, prepare planning materials, and help deliver comprehensive wealth strategies while building lasting client relationships.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Wealth Management, or related field.
• CFP designation or pursuing CFP.
• 24 years of wealth management or financial services experience.
• Experience supporting advisors and client relationships.
• Strong communication and listening skills.
• Ability to manage multiple clients and priorities.
• Professional, authentic, personable communication.

Responsibilities

• Support advisors across client relationships and wealth disciplines.
• Participate in client meetings and prepare financial planning materials.
• Build relationships with clients and serve as trusted resource.
• Assist with comprehensive financial planning and wealth management strategies.
• Coordinate meeting prep, documentation, and follow-up.
• Maintain accurate client information and workflows.
• Work with senior advisors and gradually take on more client-facing responsibility.
• Develop technical and relationship skills for growth.

Skills

Client relationship

Financial planning

Communication skills

Organizational skills

Analytical skills

Relationship building

Professional demeanor

Education

Bachelor's degree

Tools

eMoney

Tamarac

Salesforce

Excel / Office 365

Custodian platforms

Job description

Tier4 Group in Phoenix, AZ seeks a Wealth Associate to join its client-facing wealth management team. This role offers direct client exposure, advanced financial planning tasks, and growth toward senior advisory responsibilities.

You'll support advisors, participate in client meetings, prepare planning materials, and help deliver comprehensive wealth strategies while building lasting client relationships.