Associate Financial Advisor

ROLE OVERVIEW: Associate Financial Advisor

We are seeking a motivated, client-focused Associate Advisor to support a high-performing Tucson, AZ office while contributing to broader regional advisory needs. This role is ideal for an emerging advisor who is hungry, humble, and smart—someone who thrives in a fast-paced environment, is committed to continuous learning, and is pursuing a long-term career path in wealth management. The Associate Advisor will support client meetings, build and update financial plans, assist with 401(k) engagement, and help deliver a consistent, high-quality client experience across the region.

A major highlight of this role is the opportunity to work directly with a successful Partner Advisor who built and grew their own firm, offering hands-on mentorship and real exposure to future client ownership. Reporting to the Regional Director, this position provides a well-defined pathway to becoming a Financial Advisor, supported by their robust education benefits, full coverage of licensing and certification expenses, and a clear succession opportunity within the Tucson office.

Key Responsibilities: Associate Financial Advisor

• Support client meetings through preparation, planning updates, analysis, and follow-through.
• Build and update financial plans and assist with plan implementation and coordination with internal teams.
• Participate in 401(k) enrollment meetings and support Tucson’s business-owner and high-net-worth clients.
• Collaborate with regional Associate Advisors and the central Financial Planning team during peak workloads.
• Engage in mentorship, training, and ongoing development while pursuing required licenses and designations.

Qualifications & Experience: Associate Financial Advisor

• Bachelor’s degree in Finance, Financial Planning, Business, Economics, or related field.
• At least a year of financial planning, wealth management, banking, or related experience (or strong internship background).
• Proficiency with financial planning tools (e.g., MoneyGuide), CRM platforms (e.g., Salesforce), and Microsoft Office.
• Experience supporting client-facing work with strong communication skills and professionalism.
• Highly organized, detail-oriented, collaborative, and eager to pursue the CFP® and long-term growth into an Advisor role.

Ideal Candidate Profile: Associate Financial Advisor

• Hungry, humble, and smart—career-driven, coachable, and emotionally intelligent.
• Thrives in a client-centric, fast-paced environment with high expectations and high reward.
• Strong communicator with emerging executive presence and a commitment to delivering an exceptional client experience.
• Organized, accurate, and dependable, with strong follow-through and attention to detail.
• Motivated to grow into an Advisor role with long-term succession potential in the Tucson office.