Financial Planner
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