Posted: Aug 5, 2025

Private Wealth Advisor

Silverhawk Private Wealth - Scottsdale, AZ
Application Deadline: N/A

About the Job
Silverhawk Private Wealth is growing its footprint in Scottsdale, Arizona, and is looking for an experienced Private Wealth Advisor to be a foundational part of this expansion. This individual will be instrumental in launching and shaping the Scottsdale office and future team, serving as a strategic partner in Silverhawk’s continued evolution.

About Silverhawk
Silverhawk Private Wealth is a boutique planning firm built by advisors, for advisors. From the beginning, we’ve focused on delivering sophisticated financial strategies and long-term planning to an exclusive group of accomplished individuals and business owners. Our firm is built around strong relationships, tailored advice, and a dedication to integrity and excellence. Based in Arizona and serving clients across the country, we blend independence with intentional collaboration, and forward momentum. Committed to helping advisors grow their practice with scale.

We are an advisor-led firm, we champion those who serve clients and believe the right people are the foundation of everything we build. Our expansion is driven by reputation and trust, and we’re actively investing in thoughtful, strategic growth in the Scottsdale market and beyond.

Job Characteristics

  • Job Level: Private Wealth Advisor
  • Type of Position: Full Time
  • Exempt
  • Anticipated Start Date: 2025

Our Ideal Candidate

  • You are an experienced advisor with $25 million or more in portable AUM
  • You hold an active FINRA Series 65 or 66 license
  • You have a CFP®, CEPA®, or similar designation (preferred)
  • You thrive in a culture rooted in collaboration, shared purpose, and long-term success
  • You want to align with a firm that offers leadership, strategic resources, and operational strength
  • You consistently demonstrate integrity, professionalism, and care for your clients
  • You are growth-oriented, intentional, and ready to contribute to something bigger than yourself

 

Essential Job Functions

The Private Wealth Advisor will be a key member of the firm’s advisory team, delivering investment advice and planning strategies to individuals, families, and business owners.  This role involves both relationship management and business development. We are looking for someone with a strong track record, a client-first mindset, and a desire to grow alongside a supportive and ambitious firm.

  • Cultivate new relationships through referrals, introductions, community and networking  engagements
  • Craft and present tailored financial plans that reflect each client’s unique goals and values
  • Actively monitor client portfolios and offer timely, informed guidance
  • Work alongside internal teams to ensure consistent and exceptional client experience
  • Stay informed on markets, tax and estate strategies, and planning tools to provide best-in-class advice
  • Maintain full compliance with industry regulations and firm-wide fiduciary standards

Requirements

  • Bachelor’s degree in finance, economics, or a related field preferred
  • Active Series 65 or 66 license
  • Professional designations such as CFP®, CEPA®, or CPWA® preferred
  • Strong investment acumen and familiarity with portfolio construction and financial planning
  • Exceptional interpersonal, written, and verbal communication skills
  • Comfort with technology platforms and financial planning tools
  • Unwavering commitment to client service, confidentiality, and professionalism

Benefits

  • Comprehensive health insurance coverage
  • Matching 401K retirement plan 
  • Health Savings Account (HSA)

 

Why Silverhawk

At Silverhawk, we are building a firm around exceptional advisors. We provide the platform, resources, and strategic guidance to help you grow your business without compromising your values or independence.

  • A firm culture rooted in advisor empowerment and professional respect
  • Leadership that welcomes your voice, your goals, and your growth mindset
  • A collaborative, forward-thinking environment over a bureaucratic structure
  • An infrastructure designed to support your success, not limit it
  • A long-term vision of growth, team collaboration, and client stewardship
  • Path to equity partnership

 

If you're ready to grow with purpose and partner with a firm that respects the business you've built, Silverhawk Private Wealth welcomes your next chapter.

 

Silverhawk Enterprises, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.