Top 82 Finance associate Jobs in Phoenix, Az

Associate Wealth Advisor
Lead Advisor, LLC —Scottsdale, AZ
- $70,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid time off
Quick Apply
Budget Associate
Maricopa County —Phoenix, AZ
- $60,000 - $87,500 a year
- Weekends as needed
- Hybrid work
- Research
- Office
- Finance
- Wellness program
- Tuition reimbursement
3d
Facilitates Operation Support Associate (Accounting/ Finance)
CBRE —Scottsdale, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
Associate, Strategic Finance
Oscar Health —Tempe, AZ
- $96,876 - $127,149 a year
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid parental leave
- Paid holidays
Quick Apply
Faculty Associate - Department of Finance
Arizona State University —Tempe, AZ
- Part-time
- Background check
- Classroom
- 5 years
7d
Associate Director of Supervision
Northwestern Mutual —Phoenix, AZ
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Investment and Financial Planning Associate
Northwestern Mutual —Phoenix, AZ
- $60,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Chandler, AZ
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
12d
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Client Service Associate
Heffernan Financial —Phoenix, AZ
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
Registered Client Service Associate - Gilbert, AZ
Morgan Stanley —Gilbert, AZ
- Office
- High school diploma or GED
- Communication skills
- Employee stock purchase plan
- Health insurance
Associate Financial Analyst
Imagine Learning —Tempe, AZ
- $62,470 - $75,000 a year
- Online Application
- Hybrid work
- Clean driving record
- Microsoft Excel
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Consumer Finance Associate (Mid-Level)
Greenberg Traurig —Phoenix, AZ
- Full-time
- Spanish
- Writing skills
- Mid-level
6d
Associate Underwriter
Burns & Wilcox —Scottsdale, AZ
- Full-time
- Office
- Business development
- Bachelor's degree
- Wellness program
- Paid holidays
Financial Reporting Associate
Equity Methods —Scottsdale, AZ
- Full-time
- CPA
- Research
- Office
Family Wealth Associate
TFO Phoenix —Phoenix, AZ
- Email
- Office
- Finance
- 8 years
- Health insurance
- Paid time off
Senior Associate, Revenue Operations - Finance
Vestwell —Scottsdale, AZ
- $70,000 - $85,000 a year
- Hybrid work
- Mid-level
- Databases
- Math
- Health insurance
Quick Apply
10d
Services Associate, Finance Services (Pricing)
Deloitte —Tempe, AZ
- $54,500 - $100,300 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
Wealth Management Associate
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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finance associate jobs near phoenix, az

Associate Wealth Advisor

Lead Advisor, LLC
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$70,000 - $85,000 a year

Benefits

Paid time off

Qualifications

Research
Analysis skills
Attention to detail
Meeting facilitation
Process management

Full Job Description

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Scottsdale.

Mission:

To elevate every client interaction through exceptional preparation, follow-through, and responsiveness—freeing the Lead Advisor to focus on deep relationships and growth while building the skills, judgment, and capacity to become a trusted wealth advisor.

Results:

Advisor Time Is Meaningfully Leveraged
Client Meetings Run Smoothly and Professionally
Advisor Capability Is Being Built

Key Skills

Financial Planning Fundamentals
Ability to understand and apply core planning concepts (retirement, cash flow, insurance, education, estate basics) to support client recommendations.
Investment Analysis & Portfolio Support
Ability to analyze portfolios, understand asset allocation, performance reports, and investment strategy (including DFA-style evidence-based investing).
Tax Planning & Tax-Aware Analysis
Ability to prepare and interpret tax projections, identify planning opportunities, and coordinate effectively with the internal tax team.
Client Meeting Preparation & Agenda Design
Skill in translating complex client data into clear, organized meeting agendas and materials that support effective conversations.
Post-Meeting Execution & Follow-Through Management
Ability to track, manage, and complete action items accurately and on time without reminders.
Attention to Detail & Quality Control
Consistent accuracy in numbers, documents, and recommendations; ability to catch errors before they reach clients.
Clear Written Communication
Ability to summarize meetings, action steps, and planning concepts concisely and professionally for internal and client-facing use.
Advisor Support & Anticipation
Skill in anticipating the Lead Advisor’s needs, proactively preparing materials, and identifying gaps before being asked.
CRM & Client Data Management
Proficiency in maintaining accurate, up-to-date client information, tasks, and notes within the firm’s CRM and planning systems.
Financial Planning Software Proficiency
Ability to work effectively within financial planning tools used by the firm (e.g., MoneyGuide Pro, Asset Map, Advyzon) or equivalent.
Investment & Custodial Platform Navigation
Ability to navigate custodial and portfolio systems (e.g., Schwab Advisor Center, Advyzon) or equivalent to support analysis and reporting.
AI Proficiency for Advisor Leverage
Ability to use AI tools responsibly and effectively to improve meeting preparation, summarization, analysis, documentation, and process efficiency while maintaining accuracy, confidentiality, and professional judgment.

Key Responsibilities

Client Meeting Preparation Ownership
Own the end-to-end preparation of all client meeting materials, including agendas, planning updates, investment and tax analyses, ensuring meetings are fully prepared in advance.
Post-Meeting Follow-Through Execution
Own all post-meeting documentation, action items, coordination, and follow-up to ensure timely, accurate completion without requiring reminders.
Advisor Leverage & Support
Proactively anticipate the Lead Advisor’s needs, remove prep and execution burden, and ensure the Lead Advisor can focus on high-value client conversations and firm growth.
High-Touch Client Support Between Meetings
Respond to client needs, requests, and questions between meetings through research, consultation with internal team members, and independent judgment, delivering timely, thoughtful, high-touch service that wows clients while leveraging the Lead Advisor’s time.
Cross-Team Coordination
Coordinate effectively with operations, tax, and other team members to ensure seamless execution of client strategies and commitments.
Process Improvement & Efficiency
Continuously identify, suggest, and help implement improvements to meeting preparation, follow-through, and advisor-support processes to increase efficiency without sacrificing quality.

Location: 2-3x a week in Scottsdale office

Salary: 70-85k

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Paid time off

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in phoenix, az

Associate Wealth Advisor

Budget Associate

Facilitates Operation Support Associate (Accounting/ Finance)

Associate, Strategic Finance

Faculty Associate - Department of Finance

Associate Director of Supervision

Investment and Financial Planning Associate

Associate Financial Advisor

Associate Private Wealth Advisor

Wealth Management Associate - Retirement Benefits Group

Client Service Associate

Registered Client Service Associate - Gilbert, AZ

Associate Financial Analyst

Consumer Finance Associate (Mid-Level)

Associate Underwriter

Financial Reporting Associate

Family Wealth Associate

Senior Associate, Revenue Operations - Finance

Services Associate, Finance Services (Pricing)

Wealth Management Associate

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