Lead Financial Planner and Advisor
3 weeks ago
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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Senior Financial Advisor Lead
2 days ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeWe are currently seeking a highly experienced Senior Financial Advisor Lead to join our team at Tocco Financial Services Inc.This individual will play a key role in helping us achieve our goal of becoming the leading financial planning firm in the Tucson market.The ideal candidate will have a proven track record as a Financial Advisor, excellent leadership...
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Senior Financial Planner
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Tocco Financial Services Inc. Based on experience and current client base, the estimated salary for this position is $120,000 - $200,000 per year.The successful candidate will be responsible for meeting with clients and prospects to understand their financial goals and...
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Financial Planning Specialist
2 days ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeWe are seeking a highly skilled Senior CFP Financial Advisor to join our team at Tocco Financial Services Inc.This is an exceptional opportunity for a seasoned financial professional to grow with our rapidly expanding firm, which utilizes the services of LPL Financial and remains in the top 0.5% of all LPL affiliated firms year after year.The ideal candidate...
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Financial Solutions Advisor
6 days ago
Tucson, Arizona, United States OneMain Financial Full timeUnlock Career Opportunities with OneMain FinancialAs a Consumer Loan Sales Specialist at OneMain Financial, you'll be part of a team dedicated to improving the financial well-being of hardworking Americans. Our growing suite of personal loans, credit cards, and other products helps people borrow better and work toward a brighter future.We're looking for...
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Certified Wealth Advisor Position
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeAbout the JobWe are searching for a seasoned Certified Financial Planner (CFP) to fill a key leadership role within our organization. This individual will be responsible for developing and implementing financial plans tailored to the unique needs of our clients, while maintaining strong relationships with existing clients and identifying new business...
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Aspiring Business Owner
1 month ago
Tucson, Arizona, United States COUNTRY Financial Full timeUnlock Your Earning PotentialWe are seeking entrepreneurial professionals who are passionate about building a successful career in the insurance industry. As an independent contractor, you will have the autonomy to create your own business and help clients prepare for life's unexpected moments.COUNTRY Financial offers a unique opportunity for ambitious...
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Personal Financial Advisor, Branch Manager
6 days ago
Tucson, Arizona, United States PNC Financial Services Group, Inc. Full timeJob DescriptionThis position involves managing customer relationships, identifying opportunities for growth, and delivering exceptional customer experiences. You will work closely with our customers to understand their financial goals and develop personalized strategies to help them achieve success.Key Skills and Qualifications:Proven track record of success...
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Financial Services Leadership Role
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeKey ResponsibilitiesAs a Senior CFP Financial Advisor, you will be responsible for:Meeting with clients and prospects to understand their financial goals and objectives;Analyzing client data to identify areas for improvement and develop personalized financial plans;Presenting financial plans to clients and addressing any questions or concerns they may...
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Senior Financial Planning Manager
3 weeks ago
Tucson, Arizona, United States Tocco Financial Services Inc Full timeJob OverviewTocco Financial Services Inc, a rapidly growing independent financial planning firm, is seeking an experienced Senior CFP Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to clients and contributing to the growth and success of our company.This position offers...
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Education Support Advisor
3 weeks ago
Tucson, Arizona, United States Tohono O'odham Nation Full timeEducation Support Advisor Job DescriptionWe are seeking a highly skilled Education Support Advisor to join our team at the Tohono O'odham Nation. As an Education Support Advisor, you will play a critical role in helping students achieve their academic goals by providing them with the necessary resources and support.The ideal candidate will have a strong...
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Insurance Retirement Planner
3 days ago
Tucson, Arizona, United States StrongHold Wealth Partners Full timeJob OverviewStrongHold Wealth Partners is a leading provider of innovative retirement solutions. We are seeking experienced Insurance Agents and Retirement Planners who share our passion for delivering exceptional results and building long-lasting relationships with clients.
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Remote Financial Advisor Position
2 days ago
Tucson, Arizona, United States Bronson Kinkade Consulting Full timeResponsibilitiesCultivate Relationships: Develop and maintain strong relationships with clients through effective communication and product knowledge.Deliver Presentations: Engage clients with informative and persuasive product presentations.Virtual Demonstrations: Showcase key features and benefits of our financial products through virtual...
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Client Solutions Advisor
6 days ago
Tucson, Arizona, United States WaFd Bank Full timeWaFd Bank is seeking a skilled Client Solutions Advisor to join our team. As a Client Solutions Advisor, you will be responsible for identifying client needs and providing tailored banking solutions to meet those needs.The ideal candidate will have prior banking experience, including familiarity with lending, retail, consumer service delivery, or client...
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Senior Project Planner Professional
1 day ago
Tucson, Arizona, United States Raytheon Technologies Full timeJob OverviewThis role will be responsible for leading the development and maintenance of the Program Master Phasing Schedule and Integrated Master Plan/Integrated Master Schedule.Duties and ResponsibilitiesAnalyze and interpret data to ensure accuracy and completeness of critical path, risk integration, IMS structure, and evaluate trends and schedule-related...
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Chief Financial Officer
2 days ago
Tucson, Arizona, United States Paragon Space Development Corporation Full timeAbout the RoleWe are seeking a seasoned Chief Financial Officer to join our executive leadership team at Paragon Space Development Corporation. As a true partner to the CEO, you will be responsible for maintaining controls and planning of financial performance, treasury actions, and reporting.You will have experience in DCAA-compliant and GAAP-compliant...
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Operations Support Specialist
4 days ago
Tucson, Arizona, United States First Command Financial Services, Inc. Full timeAbout First Command Financial Services, Inc.We are committed to helping military families achieve their financial goals. As we continue to grow, we seek talented individuals who share our passion for the military and desire professional growth.About the RoleThe Client Experience Coordinator will play a vital role supporting our Financial Advisors in...
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Financial Services Professional
6 days ago
Tucson, Arizona, United States New York Life Insurance - Arizona Full time**New York Life Insurance - Arizona Overview**New York Life, a prominent Fortune 100 company in the financial industry, presents an exciting opportunity for a Financial Professional to thrive in Tucson, AZ. As a member of our team, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills.With a dedicated...
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Career Opportunity in Financial Services
4 days ago
Tucson, Arizona, United States Community Choice Financial Family of Brands Full timeCompany OverviewCommunity Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. Our company provides access to short-term financial solutions through multiple brands, including TitleMax, TitleBucks, InstaLoan, Check Into Cash, Cash 1, Check Smart, Easy Money, Rapid Cash, and Speedy Cash.
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Senior Benefits Advisor
2 days ago
Tucson, Arizona, United States American Senior Benefits Full timeUnlocking Financial Security for SeniorsAs a senior benefits advisor at American Senior Benefits, you will have the opportunity to make a meaningful impact on the lives of seniors by helping them navigate the complex world of insurance benefits. Your primary responsibilities will include conducting client interviews to assess their needs, crafting...
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Sustainable Energy Solutions Advisor
3 weeks ago
Tucson, Arizona, United States Saguaro Solar Full time**Become a Part of the Renewable Energy Movement**">We are seeking a creative, ambitious, and competitive individual who thrives in a fast-paced sales environment to join our team as a Solar Energy Sales Advisor. As a member of our team, you will have the opportunity to work closely with our project management and installation teams to ensure seamless...