Senior Wealth Advisor (On-Site)

REDW LLC

• $121K — $170K *
Phoenix, AZ 85032In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 7+ years in financial planning/investment management
  • Financial accreditations: CPA, PFS, CFP®, or CFA®
  • Strong regulatory history and industry reputation

Responsibilities

  • 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

Benefits

  • Medical, dental, vision, life, disability
  • 401(k) with match
  • HSA and FSA options
  • Flexible PTO + 10 holidays
  • Monthly wellness reimbursement
  • Learning platform + credential support
  • Ongoing development resources
  • $150 annual WFH allowance
  • Tech provided
  • Award-winning workplace
  • Strong focus on collaboration and inclusion
Full Job Description
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

Preferred:
  • Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office
  • 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


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

* Ladders Estimates

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