Associate / Senior Financial Advisor, CFP®
maridea wealth managementPhoenix (AZ)
Associate / Senior Financial Advisor, CFP®
Posted today
maridea wealth managementPhoenix (AZ)
SENIORITY
Senior
About the role
About Us:
Maridea Wealth Management is a national, SEC-registered wealth management firm with more than $2 billion in client assets and 11 offices across the country. Our office in Gilbert, Arizona serves about 120 households, with a focus on comprehensive, long-term financial planning. That gives our clients the personal attention of a local team, backed by the resources of a national firm. We are a small team that values clear communication, follow-through and doing right by our clients. In 2026, Maridea was named RIA Team of the Year in the Investment News Awards, ranked sixth on Financial Advisor Magazine's list of the 50 fastest-growing RIAs and named one of Inc.'s Best Workplaces. We are looking for a professional in the Greater Phoenix Area to join our team.
About the Role:
We are looking for a CFP® professional with a strong financial planning background and extensive experience as a client-facing advisor. You will work directly with our lead advisor to build the practice, delivering comprehensive financial plans, leading client conversations and deepening long-term relationships. A track record of business development is a big plus. We want someone who enjoys meeting prospective clients and turning those conversations into lasting client relationships. This role may be designed as a path to succession. For the right person, it offers a clear opportunity to step into the lead advisor role and, over time, take over primary responsibility for the office's client relationships. You will work alongside our lead advisor to build trust with clients and gradually take the lead on their planning and service, so relationships carry forward smoothly. The ideal candidate is a hard-working team player who is great with people and great with numbers. You are comfortable wearing many hats, show natural leadership and approach building a business like an entrepreneur. You will be a strong cultural fit for a fast-growing firm where everyone pitches in to help the practice succeed. You will collaborate closely with our local advisors, as well as Maridea's corporate and back-office teams, to build a great business together.
What You Will Do: Financial planning
- Gather client data and build and update financial plans in eMoney
- Prepare analysis on retirement, cash flow, tax, insurance, education and estate topics
- Prepare agendas and materials for client review meetings
- Attend client meetings, take notes and track action items through completion
- Over time, lead planning conversations and meetings with clients Operations and client service
- Open accounts, process transfers and handle paperwork with our custodian, AssetMark
- Manage service requests from start to finish and keep clients updated
- Keep client records, notes and tasks current in our CRM (HubSpot)
- Help keep our workflows, checklists and client service processes running smoothly
- Support compliance recordkeeping and firm policies What You Bring
- CFP® certification (required)
- 5 to 15 years of experience in financial planning, ideally at an RIA
- Live in the Phoenix metro area or central Arizona (required)
- Hands-on experience with financial planning software
- Comfort with CRM systems and technology. HubSpot experience is a plus
- Strong attention to detail and a process-driven mindset
- Clear, warm communication with clients and teammates
- Ability to manage many tasks and deadlines at once
- A clean record on the SEC Investment Adviser Public Disclosure site
Nice to have:
- Experience with AssetMark and eMoney
- Familiarity with Arizona planning topics, such as state income tax and community property rules
- Additional credentials such as CFA, ChFC®, RICP®, CPA/PFS or EA
- Bilingual in English and Spanish
Benefits:
- Medical, dental and vision insurance
- 401(k) retirement plan
- Paid time off and paid holidays
- Life and disability insurance
Why Join Us:
- Meaningful client relationships with a focus on comprehensive planning
- A hybrid schedule with a small, supportive team
- Room to grow your planning skills and client leadership
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this