Associate Financial Advisor - Mentored Path to Advisor

Harvard Group International; Tucson (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Robust education benefits

Full coverage of licensing and certification expenses

Clear succession opportunity

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Financial planning tools (e.g., MoneyGuide)

CRM platforms (e.g., Salesforce)

Strong communication skills

Detail-oriented

Client-centric mindset

Strong follow-through

Education

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

Job description

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.