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Specific responsibilities include, but are not limited to: Developing comprehensive financial plans and advanced planning scenarios for high-net-worth clients with complex financial circumstances. Modeling complex compensation arrangements, practice ownership changes, business transitions, equity compensation, 10b5-1 plans, and related tax and estate planning strategies.

Beacon Pointe Advisors LLC

Senior Financial Planner

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Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Focus Partners Wealth

Client Service Associate

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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

HOUR

LPL Financial

Senior Operations Specialist - Estate Team

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Associate Financial Representative

The Tax Specialist III is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors on tax related matters, and for the maintenance of the tax preparation systems. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").

YEAR

First Busey Corporation

Tax Specialist III

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.

Mercer Advisors

Relationship Manager (Scottsdale, AZ)

This is a senior individual contributor opportunity for an experienced product leader who can bridge strategy and execution, identify meaningful AI opportunities, and collaborate across Product, Technology, Data, Architecture, Governance, and Business teams to deliver measurable impact. Working knowledge of generative AI, large language models (LLMs), retrieval-augmented generation (RAG), AI agents, prompt engineering, model evaluation, and AI observability.

EPC Eneric Petroleum

Senior Product Owner

As a Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses.

Mariner

Tax Manager

As a Senior Manager, Tax , you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders.

Senior Tax Manager

Senior Manager, Tax

As a tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses.

Tax Manager, Scottsdale, AZ

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp.

FULL_TIME

You will translate complex financial and investment concepts into scroll-stopping, brand-aligned content that connects authentically with high-net-worth audiences and drives real lead generation. Gain a grounded understanding of our CEO to then help craft personal social media presence across LinkedIn, Instagram, and YouTube - positioning him as a thought leader in wealth management and financial planning.

Trajan Wealth LLC

Organic Social Media Specialist

Talent Acquisition

Conduct ad hoc financial analyses to evaluate new business opportunities, revenue streams, and potential investments across Trajan Wealth's growth pillars - including AUM, annuity, private equity, tax, and estate. This role reports to the Finance Director and partners closely with the Finance Director and company executive leadership to analyze business performance, model growth scenarios, and ensure financial data integrity across all entities.

Financial Analyst

This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

Piper Sandler Companies

Head of RIA & Family Office Research Distribution

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You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. Develop, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.

Farther

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LPL Financial Services

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic Inc

Senior Estate Planning Strategist

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

401k Operations Associate

A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering comprehensive financial plans for individuals and families. A staff bonus program providing $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved.

Wealth Advisor Jobs in Arizona

Senior Financial Planner Beacon Pointe Advisors LLC

Client Service Associate Focus Partners Wealth

Senior Operations Specialist - Estate Team LPL Financial

Associate Financial Representative LPL Financial

Tax Specialist III First Busey Corporation

Relationship Manager (Scottsdale, AZ) Mercer Advisors

Senior Product Owner EPC Eneric Petroleum

Tax Manager Mariner

Senior Tax Manager Mariner

Senior Manager, Tax Mariner

Tax Manager, Scottsdale, AZ Mariner

Client Service Associate BOK Financial Corp.

Organic Social Media Specialist Trajan Wealth LLC

Financial Analyst Trajan Wealth LLC

Head of RIA & Family Office Research Distribution Piper Sandler Companies

Senior Financial Planner Farther

Associate Financial Representative LPL Financial Services

Senior Estate Planning Strategist Osaic Inc

401k Operations Associate Farther

Paraplanner Jambalaya Group

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