Junior Financial Planner

AIO Financial (aiofinancial.com) is looking a Jr Financial Planner in Tucson, AZ.

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

Your Rewards:

Unlimited earning potential

Partnership opportunity

Schedule flexibility – control of your schedule – hours and vacation