Financial Assistant
Location Gilbert, AZ 85296 Date Posted July 20, 2026 Job ID 15109 Employment Type Contract To Hire Pay rate $27/hour
Scion Staffing has been engaged to conduct a search for a Financial Assistant for a growing independent wealth management firm in Gilbert, Arizona. This is a temp-to-hire, hybrid opportunity offering hands-on experience supporting financial planning, investment operations, and client relationship management while providing exceptional long-term career growth within the wealth management industry.
POSITION OVERVIEW
The Financial Assistant will serve as the primary support to the firm's Owner and Wealth Advisor, assisting with financial planning activities, investment documentation, client meetings, reporting, and day-to-day business operations. This role offers direct exposure to financial planning, retirement planning, investment management, and client relationship management while working alongside an experienced Wealth Advisor committed to mentoring the right individual.
This is an outstanding opportunity for a recent graduate or early-career professional with strong financial aptitude who is eager to build a long-term career in wealth management. The firm is seeking someone who is highly organized, analytical, client-focused, and excited to learn every aspect of the financial planning process.
PERKS
Competitive hourly compensation of $25.00-$28.00 per hour DOE
Temp-to-hire opportunity with long-term career growth potential
Hybrid work schedule
Flexible work schedule focused on collaboration and results
Direct mentorship from an experienced Wealth Advisor with future advancement opportunities
RESPONSIBILITIES
Support financial planning activities by preparing client meeting materials, investment documentation, and financial reports
Attend client meetings, document meeting notes, and assist with ongoing client communications and follow-up
Prepare and maintain financial spreadsheets, reports, presentations, and supporting documentation using Microsoft Excel, Word, and PowerPoint
Assist with investment paperwork, retirement account documentation, account maintenance, and financial record management
Coordinate calendars, schedule client meetings, and provide day-to-day administrative and operational support
Assist with special projects and additional financial planning, client service, and office support responsibilities as needed
QUALIFICATIONS
Bachelor's degree in Finance, Accounting, Business, Economics, or a related field required
0-5 years of professional experience; recent graduates are encouraged to apply
Strong Microsoft Excel skills with proficiency in Microsoft Office applications
Excellent written and verbal communication, organizational, analytical, and problem-solving skills
High attention to detail, professionalism, integrity, and a genuine interest in financial planning and wealth management
COMPENSATION AND BENEFITS
This position offers competitive hourly compensation of $25.00-$28.00, depending on experience, through a 90-day temp-to-hire engagement. Following successful conversion, employees will have the opportunity to continue growing within a collaborative wealth management practice that values professional development, mentorship, flexibility, and long-term career success.
ABOUT OUR FIRM
Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing.
We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.
Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.
For opportunities located in a region that has enacted fair chance, arrest, or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers qualified applicants with arrest and conviction records consistent with applicable law. We are committed to equitable, inclusive, and unbiased recruiting practices and believe that fair hiring processes are foundational to the success of both our clients and the talented professionals we represent.