Entry Level Financial Planner

We are seeking an entry level Financial Planner to join our team. You will assist the two senior financial planner, follow up with clients, and manage your own clients. We deliver personalized investment solutions to help clients work toward their long-term financial goals. We need someone in our Tucson, AZ office.

We are looking for a junior financial planner.or someone on the path to becoming a financial planner. We would like you to be able to independently meet with some clients within a year or two. We will provide lots of training from our planners.

Responsibilities:

Attend client meetings and follow up with needed tasks.

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 - including, editing videos, podcasts, blogs

Qualifications:

Ability to build rapport with clients

Excellent written and verbal communication skills

Computer savvy

Willingness to get your Series 65 within the first 6 mo

CFP designation – it would be helpful if you have or are willing to obtain

Assist with marketing efforts.

Previous experience in banking, financing, or other related fields would be great

Our Firm:

Fee-only financial planning firm

Currently have an office in Tucson and want to expand

Many of our clients are interested in sustainable, responsible, impact investing

Your Rewards:

Unlimited earning potential - eventually your earnings will be related to your client

Partnership opportunity

Schedule flexibility – control of your schedule – hours and vacation