Top 52 Financial advisor Jobs in Tucson Az

Wealth and Investment Advisor
AppleOne —Tucson, AZ
- $85,000 - $100,000 a year
- Mid-level
- Finance
- Master's degree
- Dental insurance
- 401(k)
Quick Apply
11h
Wealth Management Trainee (AZ)
Bankers Life —Tucson, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Registered Branch Associate
Edward Jones —Oro Valley, AZ
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
5d
Financial Advisor
Ledezma Financial —Tucson, AZ
- From $250 an hour
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Paid training
- Opportunities for advancement
Quick Apply
Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)
WealthBridge Financial Group —Sahuarita, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant
WealthBridge Financial Group —Catalina Foothills, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Representative | TUCSON
Northwestern Mutual —Tucson, AZ
- $75,000 - $125,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —Tucson, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Oro Valley, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Services Broker
Perez Financial Services —Tucson, AZ
- $50,000 - $150,000 a year
- Part-time
- Background check
- No experience needed
- High school diploma or GED
- Opportunities for advancement
Quick Apply
Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group —Sahuarita, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Veteran Transition Program (Arizona & New Mexico)
WealthBridge Financial Group —Tucson, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)
JPMorganChase —Tucson, AZ
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Tucson, AZ
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
7d
Experienced Financial Advisor - Confidential Move Conversation (Southern AZ)
WealthBridge Financial Group —Oro Valley, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Tucson, AZ
Corebridge —Tucson, AZ
- Choose your own hours
- Mid-level
- High school diploma or GED
- Travel
- Wellness program
- Health insurance
Financial Advisor
BMO Financial Group —Tucson, AZ
- $51,800 - $95,900 a year
- Full-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement
Financial Services Representative
Perez Producers Financial Services —Tucson, AZ
- $250 - $15,000 a month
- Part-time
- Hybrid work
- Background check
- No experience needed
- Organizational skills
- Paid training
- Opportunities for advancement
Quick Apply
7d
Financial Solutions Advisor - Registration Candidate - Tucson Area
Bank of America —Tucson, AZ
- Full-time
- Background check
- Spanish
- Mid-level
- Opportunities for advancement
Financial Advisor
Perez Producers Brokerage —Tucson, AZ
- $50,000 - $100,000 a year
- Part-time
- Background check
- 18 years or older
- No experience needed
- Paid training
- Flexible schedule
Quick Apply

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financial advisor jobs near tucson az

Wealth and Investment Advisor

AppleOne -
Tucson, AZ

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Job Details

$85,000 - $100,000 a year
11 hours ago

Benefits

Dental insurance
401(k)
Vision insurance
Paid sick time

Qualifications

Insurance needs analysis
Financial planning software
Customer relationship building
Bachelor's degree in finance
Spreadsheets
Investment management software
Bachelor's degree in business
Mid-level
Finance
Master's degree
Bachelor's degree
Portfolio management advisory services
Investment client management
Data interpretation
Financial goal setting advisory services
Insurance planning
Productivity software
Series 65
Business
Retirement planning advisory services
Communication skills
Technical Proficiency
Scenario analysis

Full 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

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Refine Your Search

financial advisor jobs in tucson az

Wealth and Investment Advisor

Wealth Management Trainee (AZ)

Registered Branch Associate

Financial Advisor

Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)

Financial Consultant

Financial Representative | TUCSON

Financial Advisor

Career-Transition Partnership - For Advisors Approaching Reduced Production

Financial Services Broker

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Financial Advisor - Veteran Transition Program (Arizona & New Mexico)

J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)

Premier Client Banker - PNC Wealth Management

Experienced Financial Advisor - Confidential Move Conversation (Southern AZ)

Financial Advisor - Tucson, AZ

Financial Advisor

Financial Services Representative

Financial Solutions Advisor - Registration Candidate - Tucson Area

Financial Advisor

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