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 robust education benefits, full coverage of licensing and certification expenses, and a clear succession opportunity within the Tucson office. Responsibilities 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 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. 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. Seniority level Associate Employment type Full‑time Job function Finance #J-18808-Ljbffr