Top 164 Wealth management Jobs in Tempe Az

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Entry Level - Financial Advisor
Equitable Advisors —Scottsdale, AZ
- $31,700 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee (AZ)
Bankers Life —Mesa, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Client Associate
Bank of America —Scottsdale, AZ
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Investment Consultant - Gilbert, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Wealth Management Associate
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Client Associate (FP)
Bank of America —Gilbert, AZ
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
7d
Registered Client Service Associate - Gilbert, AZ
Morgan Stanley —Gilbert, AZ
- Office
- High school diploma or GED
- Communication skills
- Employee stock purchase plan
- Health insurance
Financial Planner
Confidential —Gilbert, AZ
- $80,000 - $95,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
WestPac —Gilbert, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Pricing Actuary - AI Trainer
DataAnnotation —Scottsdale, AZ
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Financial Planning Director - CFP
The MOHR Enterprises LLC —Phoenix, AZ
- From $130,000 a year
- Hybrid work
- Microsoft Excel
- Office
- 8 years
Quick Apply
Director of Financial Planning
The MOHR Enterprises LLC —Tempe, AZ
- $140,000 - $170,000 a year
- Hybrid work
- 7 years
- Microsoft Excel
- Office
Quick Apply
10d
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Phoenix, AZ
- $100,000 - $300,000 a year
- Full-time
- Remote
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Scottsdale, AZ
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Arizona (Career Changer / New to Industry)
WealthBridge Financial Group —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply

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wealth management jobs near tempe az

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Phoenix, AZ

Apply Now

Job Details

$140,000 - $190,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry

Full Job Description

Phoenix, AZ

Requisition ID 2026-123282 Category Financial Planning Position type Regular Pay range USD $140,000.00 - $190,000.00 / Year Application deadline 2026-07-31

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What You Have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

What you have

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

wealth management jobs in tempe az

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Entry Level - Financial Advisor

Wealth Management Trainee (AZ)

Wealth Management Client Associate

Investment Consultant - Gilbert, AZ

Wealth Management Associate

Wealth Management Client Associate (FP)

Registered Client Service Associate - Gilbert, AZ

Financial Planner

Paraplanner with eMoney Experience (Series 7 & Series 66 Required)

Financial Advisor

Financial Advisor

Pricing Actuary - AI Trainer

Financial Planning Director - CFP

Director of Financial Planning

Career-Transition Partnership - For Advisors Approaching Reduced Production

Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside

Premier Client Banker - PNC Wealth Management

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Financial Advisor - Arizona (Career Changer / New to Industry)

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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