Phoenix, Arizona, United States · On-site
Who We Are: Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professio…
Skills: Financial Planning, Portfolio Strategy, Client Relationship Management, Financial Modeling, Cash Flow Modeling
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The Wealth Analyst is responsible for drafting financial statements, models, and portfolio proposals to support senior advisors. They coordinate wealth planning activities and provide high-touch customer service while maintaining client information in CRM systems.
Candidates should have 1-3 years of professional experience in wealth analysis or a similar financial services role. A Series 65 license or the willingness to obtain one, along with experience in planning software like eMoney or MoneyGuide Pro, is preferred.
Who We Are:
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients' long-term objectives by addressing all aspects of our clients' financial affairs including investment management, estate planning, tax planning, wealth transfers, business sale, and succession planning.
About the Role:
We are seeking a driven, detail-oriented Wealth Analyst to join our Scottsdale, AZ office as part of a structured development path toward a full Wealth Advisor role. This position pairs hands-on mentorship from a senior Wealth Advisor with real exposure to financial planning, portfolio strategy, and client relationship management.
Over time, you'll grow from assisting with client materials and analysis into taking a more direct role in client meetings, financial plan development, and relationship management, always under the guidance and supervision of your mentoring advisor and in accordance with firm and regulatory requirements.
Hours:
This role is on site in our Scottsdale, AZ office. Our standard office hours are below. There is a possibility of other required hours based on flexing business needs.
Monday – Thursday: 8am–5pm
Friday: 8am–2pm
Responsibilities:
Preferred Qualifications:
Benefits:
We offer competitive pay and a fantastic opportunity for learning and growth. Full-time employees receive medical, dental, and vision coverage, with a generous contribution toward medical costs. Basic life and AD&D insurance are provided by Crewe Advisors. We also offer a 401(k) plan with company match after 6 months of employment. Enjoy flexible paid time off and 10 paid holidays!
Financial Harmony | Aligning Your Wealth With Your Life
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.
Offices: 650 S. Main Street, Suite 700, Salt Lake City, UT 84101, US · 16100 N 71st St, #140, Scottsdale, Arizona 85254, US
Financial Harmony | Aligning Your Wealth With Your Life
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.
Offices: 650 S. Main Street, Suite 700, Salt Lake City, UT 84101, US · 16100 N 71st St, #140, Scottsdale, Arizona 85254, US
