Senior CFP Advisor: Build Your Own Book & Ownership Path

Key Consulting and Placement; Tucson (AZ); On-site; USD 120,000 - 190,000; Full time

Job summary

Key Consulting and Placement in Tucson, AZ seeks an experienced CFP® professional to join its advisory team. You’ll join an established client base, take ownership of client relationships, and have the opportunity to grow your own book through referrals and professional networks.

The ideal candidate has 5+ years of client-facing advisory experience, excels at leading meetings and presenting financial plans, and thrives with high-net-worth clients and complex planning scenarios.

Qualifications

• CFP® professional with 5+ years of client-facing advisory experience.
• Comfortable leading client meetings and presenting financial plans.
• Experience with high-net-worth clients and complex planning.
• Entrepreneurial and motivated to build relationships and new business.

Responsibilities

• Serve as a trusted advisor to an established group of clients.
• Lead client meetings, financial planning conversations, and portfolio reviews.
• Develop comprehensive retirement, investment, tax, estate, and insurance strategies.
• Identify opportunities to deepen existing client relationships.
• Build relationships with CPAs, attorneys, and other centers of influence.
• Generate new business through referrals, networking, and personal business development.
• Collaborate with an experienced advisory and client-service team.
• Help contribute to the continued growth and evolution of the practice.

Skills

CFP® certification

Client-facing advisory

Financial planning

Education

CFP certification

Job description

Key Consulting and Placement in Tucson, AZ seeks an experienced CFP® professional to join its advisory team. You’ll join an established client base, take ownership of client relationships, and have the opportunity to grow your own book through referrals and professional networks.

The ideal candidate has 5+ years of client-facing advisory experience, excels at leading meetings and presenting financial plans, and thrives with high-net-worth clients and complex planning scenarios.