Financial Planner

We are seeking two Financial Planners to join our team. You will deliver personalized investment solutions to help clients work toward their long-term financial goals. You will head up our new offices in the Phoenix or San Diego areas.

Responsibilities:

• Advise clients on investment strategies and other financial decisions

• Assess clients' assets, liabilities and overall financial conditions

• Create and evaluate clients’ retirement plan

• Review insurance, estate plans and taxes

• Review and communicate portfolio performances to clients

• Network and build relationships with new and existing client base

• Assist with online marketing efforts

Qualifications:

• Previous experience in banking, financing, or other related fields

• Familiarity with investment products and services

• Ability to build rapport with clients

• Strong analytical and critical thinking skills

• Excellent written and verbal communication skills

• Computer savvy

• CFP designation – have or in the process of obtaining

Our Firm:

• Fee-only financial planning firm

• Currently have an office in Tucson and expanding to Phoenix and San Diego

• Many of our clients are interested in socially responsible investing

Your Rewards:

• Unlimited earning potential

• Partnership opportunity

• Schedule flexibility – control of your schedule – hours and vacation