Wealth Management Associate — Path to Advisor

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

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