Wealth Management Advisor Salaries in Phoenix, AZ

Ensure account administration aligns with governing documents, applicable state statutes, and company policies and procedures.

$75,820 - $89,200 a year

6 days ago

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise and Skills You Bring.

Confidence to work closely with clients to answer questions and develop rapport. Certified Financial Planner (CFP) or desire to work towards CFP certification.

Technical Proficiency: Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation.

$90,000 - $100,000 a year

Understands key business drivers; uses this understanding to accomplish own work. Requires expanded conceptual knowledge in own job discipline.

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

6 days ago