Wealth Advisor
- $150,000 - $200,000
- Phoenix, AZ
Join Our Dynamic Team as a Wealth Advisor
A bit about us:
We’re not just managing wealth—we’re transforming how elite athletes and their families use it to create multigenerational impact. As a modern, fast-growing multi-family office, we serve some of the world’s most brilliant athlete families with bespoke expertise across investments, tax, estate planning, and beyond.
We’re building more than financial plans—we’re building flourishing families, thriving legacies, and a firm where exceptional talent comes to grow.
If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on
We’re building more than financial plans—we’re building flourishing families, thriving legacies, and a firm where exceptional talent comes to grow.
If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on
Why join us?
As a Relationship Lead, you’ll be the trusted advisor guiding athlete families through major life transitions—especially those retiring from their sport or entering later career stages. You’ll:
✅ Build Deep Relationships – Be the primary point of contact, delivering exceptional service and strategies tailored to each family.
✅ Drive Strategic Impact – Translate complex planning into actionable steps across investments, tax, estate design, and more.
✅ Collaborate Like a Pro – Partner closely with internal teams to deliver seamless, coordinated advice.
✅ Own the Process – Leverage systems and workflows to ensure operational excellence and unforgettable client experiences.
Fun Company Activities!
✅ Build Deep Relationships – Be the primary point of contact, delivering exceptional service and strategies tailored to each family.
✅ Drive Strategic Impact – Translate complex planning into actionable steps across investments, tax, estate design, and more.
✅ Collaborate Like a Pro – Partner closely with internal teams to deliver seamless, coordinated advice.
✅ Own the Process – Leverage systems and workflows to ensure operational excellence and unforgettable client experiences.
Fun Company Activities!
Job Details
3+ years of experience (preferably with an RIA or wealth management firm)
CFP® designation
Proven track record of leading client relationships or supporting senior advisors
A mindset that thrives in a fast-paced, high-impact environment
Based in (or open to relocating to) Phoenix or Los Angeles
CFP® designation
Proven track record of leading client relationships or supporting senior advisors
A mindset that thrives in a fast-paced, high-impact environment
Based in (or open to relocating to) Phoenix or Los Angeles
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.