Senior Wealth Advisor (On-Site)

REDW

Phoenix, AZ

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JOB DETAILS

SALARY

$121,265–$170,000 Per Year

SKILLS

Accounting, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Customer Acquisition, Customer Relationship Management (CRM), Detail Oriented, Financial Planning, Flexible Spending Accounts, Investment Management, Microsoft Office, Presentation/Verbal Skills, Process Improvement, Regulations, Reimbursement, Rich Internet Application (RIA), Securities, Systems Maintenance, Team Player, Wealth Management, Work From Home

LOCATION

Phoenix, AZ

POSTED

1 day ago

Join REDW - A Top Workplace!

Ready to grow your career somewhere that actually invests in you? At REDW, one of the nation's largest and fastest-growing accounting and advisory firms, we're building something special and we want you to be part of it. Recognized as a Top Workplace, we're known not just for our expertise, but for our people, our culture, and how we show up for each other.

With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you'll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing.

If you're ready to grow, be challenged, and actually enjoy the team you're on, REDW is the place to do it!

Senior Wealth Advisor

What You'll Do

Build and manage client relationships (new + existing)
Lead client meetings and present recommendations
Support financial planning and portfolio management
Collaborate with team and Investment Committee
Maintain systems knowledge and stay current on regulations
Improve processes and contribute to team strategy

What You Bring

Bachelor's degree
7+ years in financial planning/investment management
Financial accreditations: CPA, PFS, CFP®, or CFA®
Strong regulatory history and industry reputation
Preffered: Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office
Preferred: Securities 65 or 66 license

What Sets You Apart

Experience managing complex client relationships
Strong communication and presentation skills
Proven client acquisition and service experience
Critical thinker with strong organization and attention to detail
Team-oriented, self-starter mindset
Knowledge of RIA/wealth management operations

Why You'll Love Working at REDW

Compensation

Salary range: $121,265 - $170,000 (plus eligibility for variable compensation)
Final offer based on location, experience, skills, licensure, and business need
Commitment to fair and equitable pay practices

Benefits

Medical, dental, vision, life, disability
401(k) with match
HSA and FSA options

Work-Life & Wellness

Flexible PTO + 10 holidays
Monthly wellness reimbursement

Growth & Development

Learning platform + credential support
Ongoing development resources

Remote Support

$150 annual WFH allowance
Tech provided

Culture

Award-winning workplace
Strong focus on collaboration and inclusion

Equal Opportunity Employer

REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.

If you require a reasonable accommodation during the hiring process, please email us at redwrecruitingteam@redw.com.

Senior Wealth Advisor (On-Site)

REDW

Phoenix, AZ

About the Company

REDW

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