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 office in the Phoenix or San Diego area.

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

Get a free Socially Responsible Investment Guide

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Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

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