Advisor Opportunity Listings
Associate Wealth Advisor (CFP® preferred) | Phoenix, AZ
A fast-growing independent RIA in the Scottsdale/Phoenix metro area is looking to add a second Associate Wealth Advisor to its team to start the new year strong.
They are specifically seeking a CFP® professional (or candidate) who is ready to take the next step in their advisory career—someone who wants to build meaningful relationships, grow a book of business, and do it all with the support of a senior advisory team and a culture that values collaboration and long-term growth.
The Role: Grow While Being Guided
This is a rare opportunity to:
- Build your own book of clients with full back-office, marketing, and strategic support
- Service and deepen relationships with an existing book of clients from a Senior Wealth Advisor
- Be mentored by a senior team that believes in hands-on development, shared success, and long-term career pathways
- Access all the tools and infrastructure of an established firm—without the bureaucracy or quotas of a wirehouse
Who You Are:
- Based in the Phoenix metro area (or willing to relocate)
- A CFP® (or current candidate) with strong interpersonal and planning skills
- Entrepreneurial mindset with a desire to build equity and long-term relationships
- Ideally bringing some AUM or client relationships (not required but welcomed)
- Looking for a firm where you can plant roots and grow into a lead advisor or partner role
Compensation & Structure:
- $65K–$75K base salary (depending on experience and portable relationships)
- Quarterly bonus potential
- Revenue share for personally sourced clients
- Full coverage of CFP® expenses (if applicable)
- Tech stack, investment platform, compliance, and admin support provided
If you’re looking for a firm that offers true career pathing, mentorship, and the chance to build something of your own—without starting from scratch—we’d love to connect.
Schedule a confidential call using the form below.
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Let’s talk about your next step. Whether you’re seeking capital, planning succession, or positioning for acquisition, we can help you chart the right course — and execute it with confidence.
Your Future. Your Equity. Your Legacy.
A. M. GUIDANCE & FINANCIAL SERVICES
Through our collaboration with Lids Consulting, AMGF delivers a rare combination of human-capital expertise and institutional M&A strategy, empowering boutique firms to compete and grow while remaining independent.
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