Associate Financial Advisor

Harvard Group International; Tucson (AZ); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Robust education benefits

Full coverage of licensing and certification expenses

Clear succession opportunity

Descripción de la vacante

A leading financial advisory firm in Tucson, AZ is looking for a motivated Associate Advisor to support client meetings and financial planning while receiving mentorship from an experienced Partner Advisor. Ideal candidates will have a Bachelor's in Finance or related field and exhibit strong communication skills. This full-time role provides a clear pathway to becoming a Financial Advisor, with robust education benefits and a focus on client experience, thriving in a fast-paced environment.

Formación

• Proficiency with financial planning tools and CRM platforms.
• Experience supporting client-facing work with professionalism.
• Organized and detail-oriented with a commitment to client experience.

Responsabilidades

• Support client meetings and build financial plans.
• Assist with 401(k) engagement and coordinate with internal teams.
• Participate in mentorship and pursue licenses.

Conocimientos

Financial planning tools (e.g., MoneyGuide)

CRM platforms (e.g., Salesforce)

Strong communication skills

Detail-oriented

Client-centric mindset

Strong follow-through

Educación

Bachelor’s degree in Finance, Financial Planning, Business, Economics, or related field

Descripción del empleo

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