We are seeking a Financial Planner to join our team. You will deliver personalized investment solutions to help clients work toward their long-term financial goals. You will work in our Tucson, Arizona 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 – a lot of our work is at the computer, it would be helpful if you are good at learning new programs and excel.
• CFP designation – have or in the process of obtaining (not necessary but helpful)

​Our Firm:

• Fee-only financial planning firm – we do not receive commissions or sell products
• Currently need support in our Tucson office
• Many of our clients are interested in Sustainable, Responsible, Impact Investing (SRI). It would be helpful if you have some understanding (or interest) in SRI.

​Your Rewards:

• Unlimited earning potential
• Partnership opportunity
• Schedule flexibility – control of your schedule – hours and vacation