Associate Wealth Advisor

Role Summary On behalf of our client - a growing independent wealth management and tax strategy firm based in Scottsdale, AZ - The Well is seeking a driven, client-focused Associate Wealth Advisor to join a high-energy, fast-growing team. This is a ground-floor opportunity to work directly alongside a lead advisor, support a thriving book of business, and build toward managing your own client relationships over time. The firm differentiates itself through a sophisticated focus on tax mitigation strategies and access to alternative investments not widely available in the traditional advisory space. If you are passionate about financial services, love working with people, and thrive in a fast-paced environment, this role is built for you. Core Responsibilities Attend and actively participate in client meetings alongside the lead advisorOwn all post-meeting follow-through, including paperwork, account opening, trade submission, and client notificationsProactively schedule and coordinate regular client review meetingsServe as a primary client-facing contact for ongoing relationship management and serviceTrack the status of submitted requests and transactions, ensuring timely completion and client communicationSupport new business development activities in partnership with the lead advisorAssist with client education on alternative investment products and tax strategy conceptsMaintain meticulous records and ensure accuracy and timeliness across all client service tasksRepresent the firm at client dinner events, due diligence trips, and industry conferencesCoordinate with operations staff on back-office follow-through itemsBuild toward independently managing a client book of business as skills and confidence grow Candidate Profile *Must-Haves* Outgoing, high-energy personality with genuine comfort in client-facing settings, including interactions with high-net-worth individualsStrong attention to detail and a track record of meticulous follow-throughProactive, self-motivated work style - you look for ways to add value without being askedGenuine passion for wealth management and financial services as a long-term careerSeries 7 license held or willingness to obtain within 6 months of hireSeries 65 or 66 license held or willingness to obtain within 6 months of hirePrior experience in a client-facing, sales, or customer service capacityAbility to keep pace in a fast-moving, high-growth team environment *Nice-to-Haves* 2 or more years of experience in financial services or wealth managementLife, health, and accident insurance licensesCFP designation or active pursuit of the CFPFamiliarity with alternative investments or tax planning conceptsExperience supporting a lead advisor in an RIA or hybrid advisory settingCurrent local presence in the Scottsdale or greater Phoenix metro area Compensation And Benefits Base salary: $60,000 - $75,000, commensurate with experience (flexibility for the right candidate)Performance bonus: approximately 10% (structure being finalized as firm scales)Long-term partnership and equity opportunity as the firm growsTravel to due diligence events and industry conferencesCollaborative, small-team environment with significant room for career advancement Work Environment and Culture This is a small, close-knit team of six professionals operating out of a well-located Scottsdale office near Kierland. The culture is best described as work hard, play hard - collaborative, energetic, and driven. The firm is in active growth mode, generating strong referral business through strategic CPA and professional partnerships, and the team is building something meaningful together. The role is fully on-site, Monday through Friday, with standard business hours and some flexibility. Leadership is transparent, communicative, and invested in helping every team member grow. For the right person, this is not just a job - it is a career-defining opportunity to grow alongside a firm that is disrupting the traditional wealth management model.