Financial Planner

12/1/2018
AIO Financial
Bill Holliday
2531 E Richards Place Tucson, AZ 85716 Phone: 5203250769
bill@aiofinancial.com
Email
Post Your Resume

We are seeking a Financial Planners to join our team. You will deliver personalized investment solutions to help clients work toward their long-term financial goals. We need someone in our Tucson, AZ office.

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 want to expand

• 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