Are you passionate about helping clients navigate important life decisions while delivering an exceptional advisory experience? We are seeking a Wealth Management Advisor to join a growing team in Tucson, AZ. This hybrid opportunity is ideal for someone who enjoys building relationships, solving complex problems, leveraging technology, and creating customized strategies to help clients achieve their goals.



Key Responsibilities


✅ Develop and maintain strong client relationships through ongoing communication and consultative guidance


✅ Create personalized wealth management strategies aligned with clients' retirement, investment, insurance, and long-term planning needs


✅ Utilize financial planning and portfolio management technology to deliver customized recommendations and solutions


✅ Analyze client data, identify opportunities, and provide strategic insights to support informed decision-making


✅ Conduct reviews, scenario analysis, and goal-based planning to help clients stay on track


✅ Collaborate with internal teams to ensure a seamless and high-quality client experience


✅ Stay current on industry trends, planning tools, and best practices



Qualifications


✔ Bachelor's degree in Finance, Business, Commerce, or a related field (Master's degree preferred)


✔ Strong analytical, problem-solving, and relationship management skills


✔ Excellent communication and presentation abilities


✔ Experience working with financial planning software such as Xplan, eMoney, or MoneyGuidePro is a plus


✔ Proficiency in Microsoft Excel, PowerPoint, and technology-driven platforms


✔ Ability to simplify complex concepts and deliver a client-focused experience


✔ Series 65 License (or pursuing licensure) 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, AppleOne 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.