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.


  • 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


  • 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