Financial Advisor / CFP

CONFIDENTIAL SEARCH | CFP® Wealth Advisor | Tucson, Arizona A Rare Opportunity to Step Into a Meaningful Book of Business and Build Something of Your Own A highly respected, independent wealth management firm in Tucson, Arizona is seeking an experienced CFP® professional to join its growing advisory team. This is not a traditional "sit behind the scenes and prepare plans" opportunity. It is designed for an advisor who wants to work directly with clients, become a trusted relationship leader, grow a meaningful book of business, and ultimately have a path toward greater ownership and influence within a successful independent practice. For more than two decades, this boutique firm has built its reputation around one simple philosophy: wealth management is about people first. The firm works with successful individuals, families, business owners, and executives across the country, many of whom are navigating significant life transitions such as retirement, the sale of a business, the loss of a loved one, health challenges, or major changes in their financial circumstances. THE OPPORTUNITY The successful candidate will step into a hybrid advisory role, serving an established segment of the firm's existing client relationships while simultaneously developing new relationships of their own. You will have the opportunity to: Take meaningful ownership of an existing client book and become a trusted day-to-day advisor. Lead client meetings and financial planning conversations with increasing independence. Develop comprehensive plans addressing retirement, investments, tax strategy, estate planning, insurance, and other areas of financial life. Identify opportunities to deepen relationships and proactively uncover planning needs. Build your own network of attorneys, CPAs, business professionals, and other centers of influence. Generate new relationships through referrals, networking, community involvement, and personal business development. Collaborate closely with experienced advisors while having room to develop your own voice and practice. Eventually mentor and help develop junior members of the advisory team. Contribute ideas to the continued growth and evolution of the firm. This is a career-track opportunity, not simply a position. As you establish yourself within the practice and demonstrate sustained success, there is a defined path toward an expanded book of business, increased revenue participation, and ultimately a conversation around future equity or partnership opportunities. WHAT MAKES THIS DIFFERENT? You will have the support, infrastructure, existing relationships, and resources of an established wealth management practice, while still having the opportunity to build something that is uniquely yours. Clients come first! The firm's approach is planning-led and relationship-driven. Technical expertise matters, but so do empathy, discretion, communication, and judgment. You will actually advise! This isn't a role where you spend your days buried in spreadsheets while someone else handles the client relationship. You'll be in the room. You'll participate in the conversations. You'll help families make important decisions. And you'll have the opportunity to see the impact of your work. Your growth matters. WHAT YOU'LL DO Client Advisory & Relationship Management Serve as a primary relationship contact for an assigned group of established clients. Lead and co-lead client review meetings and planning conversations. Prepare and deliver comprehensive financial plans. Evaluate retirement income, investment, tax, estate, insurance, and wealth-transfer strategies. Proactively identify planning opportunities rather than simply responding to client requests. Develop deep, long-term relationships with clients and their families. Navigate sensitive conversations with professionalism, empathy, and confidence. Maintain accurate CRM records and documentation in accordance with firm and regulatory standards. Business Development Build a personal network of professional referral partners and centers of influence. Develop relationships with CPAs, estate planning attorneys, business advisors, and other professionals. Generate new business through referrals, networking, community involvement, and personal outreach. Develop and manage a personal business-development pipeline. Represent the firm professionally throughout the Tucson and Southern Arizona community. Team & Firm Leadership Work collaboratively with senior advisors and the firm's client service team. Help create a seamless experience across all client relationships. Mentor and support developing advisors and paraplanners as the firm grows. Participate in strategic initiatives and process improvement. Bring ideas, energy, and an entrepreneurial mindset to the continued growth of the practice. THE IDEAL CANDIDATE We're looking for more than a resume.We're looking for an advisor with presence. Someone who can walk into a room with a successful business owner and confidently discuss complex financial planning, and then sit with a grieving spouse and know when the conversation requires something entirely different. The ideal candidate will be: A CFP® professional with meaningful client-facing advisory experience. Technically strong across investments, retirement, tax, estate, and insurance planning. Comfortable presenting financial plans and leading client meetings. Experienced working with high-net-worth individuals and families. A thoughtful communicator with strong emotional intelligence. Naturally relationship-oriented and genuinely interested in helping people. Entrepreneurial enough to build relationships and generate new business. Highly organized and attentive to detail. Comfortable working within a regulated broker-dealer/RIA environment. Collaborative rather than territorial. Motivated by the opportunity to build something long-term.. WHAT YOU'LL BRING Required: CFP® certification, or active progress toward certification with a clear completion timeline. Appropriate securities registrations, including Series 7 and Series 65/66. Arizona Life & Health license, or willingness to obtain. Approximately 3–5+ years of client-facing financial planning and/or investment advisory experience. Strong understanding of comprehensive financial planning. Clean regulatory and professional history. Preferred: Experience independently leading client meetings. Existing COI relationships. Experience with eMoney, Redtail, or similar planning/CRM technology. Additional professional designations such as CPA, CDFA®, ChFC®, RICP®, or CRPC®. Experience working with clients through significant financial or life transitions. Pay: $150,000.00 - $175,000.00 per year Work Location: In person