Lead Financial Planner and Advisor

3 weeks ago


Tucson, Arizona, United States Tocco Financial Services Inc Full time
About the Role

We are seeking a Senior CFP Financial Advisor to join our team at Tocco Financial Services Inc. The ideal candidate will have extensive experience in financial planning and a strong desire to mentor and lead a team.

The Senior CFP Advisor will be responsible for meeting with clients and prospects, analyzing their financial situations, and developing plans to optimize their current financial situation.

The role also involves implementing financial plans, monitoring investments, and building relationships with current and prospective clients.



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