Wealth Management Associate

212 Wealth Management; Scottsdale (AZ); Hybrid; USD 52,000 - 75,000; Full time

Job summary

212 Wealth Management is seeking a Wealth Management Associate (Advisor Track) in Scottsdale, AZ. This hybrid, in-office role pays $20/hr plus $20 per qualified appointment, with estimated first-year earnings around $60K.

You’ll begin on the front line of client acquisition and grow into an advisor role through performance-based advancement under direct mentorship from the owner. The position emphasizes phone-based outreach, high-volume conversations, and CRM-driven pipeline management, with a

Qualifications

• 1+ year in phone sales, telemarketing, customer service, or another people-facing role (serving, retail, and sales all count).
• Comfortable on the phone all day and unfazed by “no”
• Coachable, competitive, and organized
• Genuine interest in a career in finance
• Bachelor’s degree in any field preferred, not required

Responsibilities

• Call people who’ve requested a retirement plan from us and schedule meetings with our advisor.
• Stay on top of your pipeline and follow-ups in our CRM.
• Learn the business directly from the firm’s owner: observe planning work and understand how portfolios and retirement plans are built.

Skills

Phone sales

Telemarketing

Customer service

People-facing

Education

Bachelor's degree

Tools

CRM

Job description

Wealth Management Associate (Advisor Track)
212 Wealth Management · Scottsdale, AZ · Full-time, in-office (hybrid)

Pay: $20/hr + $20 per qualified appointment. Estimated first-year earnings: $60K

Break into wealth management, without a finance degree or prior experience in the industry.

212 Wealth Management is a fiduciary advisory firm helping families plan for retirement. We’re growing, and we’re looking for an ambitious, high-energy person to start on the front line of our client acquisition. They’ll grow with us into an advisor role.

What you’ll do

• Call people who’ve requested a retirement plan from us, usually within minutes of their request
• Have friendly, confident conversations and schedule meetings with our advisor
• Manage your pipeline and follow-ups in our CRM
• Learn the business directly from the firm’s owner: sit in on planning work, learn how portfolios and retirement plans are built

Your path

1. Associate: master client conversations and book meetings
2. Licensing: we sponsor and pay for your Series 65 once you’ve shown consistent performance
3. Associate Advisor: support client meetings and planning, with a path to managing your own clients

Advancement is performance-based. Top performers move fast.

What we’re looking for

• 1+ year in phone sales, telemarketing, customer service, or another people-facing role (serving, retail, and sales all count)
• Comfortable on the phone all day and unfazed by “no”
• Coachable, competitive, and organized
• Genuine interest in a career in finance
• Bachelor’s degree in any field preferred, not required

Why join

• Direct mentorship from the owner, not a seat in a 200-person call center
• Paid licensing and a real path to becoming an advisor
• Uncapped bonus on every meeting you book that shows