Wealth and Investment Advisor
Job Description
Are you passionate about building meaningful client relationships and helping individuals achieve their long-term goals? We are seeking a Wealth Management Advisor to join a growing team in Tucson, AZ. This hybrid opportunity is ideal for a driven professional who enjoys combining client service, strategic planning, technology, and analytical problem-solving to deliver exceptional results.
What You'll Do
-Build and maintain strong relationships with clients while providing a high-touch advisory experience.
-Develop personalized strategies that align with clients' retirement, investment, insurance, and wealth planning objectives.
-Analyze complex client information and translate insights into clear, actionable recommendations.
-Utilize financial planning and portfolio management technology to create customized client solutions.
-Conduct scenario analysis and long-term planning to help clients make informed decisions.
-Collaborate with internal teams to ensure seamless service delivery and an outstanding client experience.
-Support ongoing reviews, plan updates, and proactive client communications.
What We're Looking For
-Bachelor's degree in Finance, Business, Commerce, or related field;Master's degree preferred.
-Experience working with client-focused planning, advisory, consulting, or analytical roles.
-Strong relationship-building, communication, and presentation skills.
-Ability to explain complex concepts in a simple, client-friendly manner.
-Experience utilizing financial planning and advisory platforms such as Xplan, eMoney, or MoneyGuidePro is a plus.
-Advanced analytical and problem-solving abilities with strong attention to detail.
-Proficiency with Microsoft Excel, PowerPoint, and other technology-driven tools.
-Self-motivated professional who thrives in a collaborative and client-focused environment.
-Series 65 license or willingness to obtain preferred.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1113
