Wealth Strategist

Jobot; Phoenix (AZ); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Competitive base salary

Bonus and options package

Comprehensive benefits package

Flexible work schedules

Accelerated career growth

Fun company activities

Job summary

Jobot is hosting a role at a top wealth management firm seeking a Wealth Strategist / Advisor in Phoenix. The candidate should have 3+ years of experience in wealth advisory (preferably with an RIA) and hold a CFP designation.

The role emphasizes leading client relationships and delivering personalized financial strategies. We offer a competitive base salary, bonus and options package, comprehensive benefits, flexible work schedules, and accelerated career growth within a collaborative,

Qualifications

• 3+ years of work experience (preferably with an RIA).
• CFP designation.
• Led client relationships in previous role.

Skills

3+ years experience

Client relationships

Wealth management

Education

CFP designation

Job description

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Job details:

Top Wealth Management Firm | Wealth Strategist / Advisor

This Jobot Job is hosted by: Josh Forth

Salary: $150,000 - $175,000 per year

A bit about us:

We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families.

We have built an outstanding reputation for exceptional client service, innovation, and long-term thinking. As a growing firm, we are committed not only to delivering excellence to our clients but also to fostering a collaborative, people-first culture where our team has the opportunity to grow both personally and professionally.

If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on

Why join us?

• Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
• Meaningful Work!
• Competitive Base Salary!
• Competitive Bonus and Options Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!

Job Details

• 3+ years of work experience (preferably with an RIA)
• CFP designation
• Led client relationships in previous role

Interested in hearing more?

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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