This is a unique opportunity to join one of the top advisory teams in the country, supporting ultra-high-net-worth (UHNW) clients in a fast-paced, performance-driven environment. This is not a traditional Client Associate role, but rather a career-building opportunity for individuals looking to elevate their experience and operate at the highest level within wealth management.
Numbers & Facts
Location
Arizona
Website
https://www.thekingstaffing.com
Description
Our client is seeking to add a Wealth Management Client Associate to their high-performing financial advisory team in Phoenix. This is a unique opportunity to join one of the top advisory teams in the country, supporting ultra-high-net-worth (UHNW) clients in a fast-paced, performance-driven environment. This is not a traditional Client Associate role, but rather a career-building opportunity for individuals looking to elevate their experience and operate at the highest level within wealth management.
If you’re currently in financial services and feel like you’re capable of more…this is for you! This opportunity is built for someone who:
Is already licensed (Series 7 + 66)
Has 3 - 5+ years in the Wealth Management industry
Knows how to handle clients, solve problems, and manage moving pieces
And is ready to step into a higher-performing environment
Key Responsibilities:
Provide high-level operational and client service support to a team of financial advisors
Open and maintain client accounts with accuracy and efficiency
Coordinate and schedule client meetings and follow-ups
Manage a high volume of client service requests with professionalism and urgency
Handle multiple workflows simultaneously, ensuring timely execution of all tasks
Act as a key point of contact for client needs, delivering a white-glove service experience
Collaborate closely with advisors and internal teams to support overall business operations
Maintain detailed records and ensure compliance with firm policies and procedures
Qualifications & Requirements:
5+ years of experience in financial services operations or client service roles
Series 7 and Series 66 licenses required
Proven ability to multitask at a high level and manage competing priorities
Strong communication skills with a polished and professional presence
Highly organized, detail-oriented, and accountable
Salary & Benefits:
$90,000 – $110,000 annual salary (depending on experience) plus lucrative Bonus and both Short-Term and Long-Term Incentive Plans
Very competitive comprehensive benefits package including:
Medical, Dental, Vision, Life
401(k) plan
Generous PTO package
Uncapped growth opportunity
Employer covers 100% of the cost for continuing education and licensing for approved courses