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Touchstone Wealth
Finance advisor job in Tucson, AZ
As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities.
If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a FinancialAdvisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry.
Consider becoming a
touchstone
to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system.
How will you grow your business? You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development and joint work
Who do you need to be to succeed?
- A strong relationship builder with a focus on putting people first
- A connector of people
- A dedicated worker: independent, self-motivated and goal oriented
We will help you by providing…
- Leadership support, business advice and guidance
- Lots of training/support opportunities for collaboration and mentorship
- Cutting edge technologies that make doing business much easier
- A team-based environment that sees collaboration as key to success
- Professional development assistance
Qualifications:
BA, BS and/or graduate degree or equivalent work experience required
Market development/networking abilities
Securities licenses preferred but not required (SIE, Series 7 and 66)
#LI-TW1
$44k-88k yearly est. 60d+ ago
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Financial Advisor - Tucson, AZ
Corebridge Financial Inc.
Finance advisor job in Tucson, AZ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a FinancialAdvisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
#LI-CBF
#LR1
#SAFG
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$44k-88k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Tucson, AZ
Corebridgefinancial
Finance advisor job in Tucson, AZ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a FinancialAdvisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-CBF
#LR1
#SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$44k-88k yearly est. Auto-Apply 50d ago
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ
JPMC
Finance advisor job in Tucson, AZ
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$50k-107k yearly est. Auto-Apply 60d+ ago
Wealth Advisor-Tucson
ICCU
Finance advisor job in Tucson, AZ
Primary Function: Provide individualized, highly strategic investment consulting to members of ICCU. Develop ongoing financial planning with member focus to help accomplish their goals. Partner with a skilled team on credit and other financial services to offer a full array of solutions to the members and prospects.
Duties and Responsibilities:
Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards.
Engage with members both in person and virtually, nurturing new client relationships and managing existing ones.
Provide comprehensive financial planning and investment advice to members.
Service existing clients and perform periodic reviews of their financial plans and investments.
Document the appropriateness of investment recommendations and evaluate risk tolerance.
Stay informed about regulations impacting Financial Planning, Securities, and Insurance products.
Maintain accurate and up-to-date client records as required by federal, state, broker/dealer, and ICWM standards.
Refer members to Credit Union for their deposit and loan needs.
Always comply with FINRA Rules of Fair Practice.
Be available for travel as needed.
Conduct market research to identify trends and opportunities for client investment strategies.
Collaborate with team members to develop innovative financial solutions for clients.
Participate in continuing education programs to maintain professional certifications and licenses.
Assist in the development and implementation of marketing initiatives to promote financial planning services.
Mentor junior advisors and provide guidance on complex financial planning issues.
Develop and implement advanced investment strategies for clients with more complex financial needs.
Manage or establish a book of business of at least $25 million with recurring commensurate revenue.
Qualifications:
Bachelor's degree in relevant field required. 3-6 years' experience required as a financial or investment advisor. FINRA Series 7 plus 63 & 65 or 66 securities licensing required. State of Arizona - Life, Health and Disability Insurance licenses are also required. Experience in a financial institution environment preferred. Must maintain a high standard of work ethic and relationships with members and team members. Highly self-motivated, creative, goal-oriented, and results-driven with an entrepreneurial spirit. Can deliver a unique member experience. Master at building relationships with members. Must comply with FINRA and SEC guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
Performance Standard:
Must maintain a high standard of work ethic and relationships with members and team members. Highly self-motivated, creative, goal oriented and results driven with an entrepreneurial spirit. Can deliver a unique member experience. Master at building relationships with members. Must comply with FINRA and SEC guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
Physical Requirements:
Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
Sit for extended periods of time.
Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
Repetitive motion using wrists, hands, and fingers.
Reach keyboards.
Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
This role offers benefits, including:
Competitive Pay
Medical, Dental, & Vision Insurance
Generous Paid Time Off
Paid Holidays
Matching 401K AND Pension
Tuition Reimbursement
Employee Assistance Program
Employee Wellness Program
Paid Group Life and Disability Insurance
Awesome Culture
And More
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at ICCU to obtain employment.
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
$50k-107k yearly est. 60d+ ago
Financial Planner
Spence, Cassidy & Associates
Finance advisor job in Tucson, AZ
The Financial Planner Opportunity
We're looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence.
At Spence, Cassidy & Associates, you build your practice on your terms - working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It's a rewarding career and we invite you to explore the opportunity we offer:
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists
Offer exceptional income potential, where your earnings are reflective of your efforts.
Encourage independence and work-life synergy as you plan your schedule
Benefits
Extremely Competitive Compensation Plan.
Medical Insurance.
Prescription Drug Insurance.
Health Savings Account (HSA).
Dental Insurance.
Vision Insurance.
Life Insurance.
Disability Insurance.
401k Matching Retirement Plan.
Errors & Omissions Coverage.
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced FinancialAdvisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic FinancialAdvisors!
$44k-87k yearly est. 60d+ ago
Financial Solutions Advisor - Tucson Area
Bank of America 4.7
Finance advisor job in Tucson, AZ
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Bi-lingual Spanish speaking
Strong computer skills with an ability to multitask in a demanding environment.
At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Schedule:
Monday - Friday and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
$45k-70k yearly est. Auto-Apply 14d ago
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ
Jpmorganchase 4.8
Finance advisor job in Tucson, AZ
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$54k-97k yearly est. Auto-Apply 60d+ ago
Financial Analyst I - Elected Officials - County Attorney
Pima County 3.5
Finance advisor job in Tucson, AZ
SummaryDepartment - County AttorneyJob DescriptionOPEN TO CURRENT PIMA COUNTY EMPLOYEES ONLY
Job Type: Classified
Salary Grade: 11
Pay Range
Hiring Range: $54,891 - $65,873 Annually
Pay Range: $54,891 - $76,856 Annually
The Financial Analyst I - Elected Official assists in analyzing departmental and budget proposals for a Pima County Elected Official's Office, conducting research on budgetary matters, applying trend analysis to project year end amounts, and monitoring departmental revenue and expenditures for compliance with adopted budgets.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's need and will be communicated to the applicant or incumbent by the supervisor.
Assists in preparing, analyzing, and monitoring the department's operating and capital improvement budget requests;
Conducts budgetary and financial studies for the department regarding current and projected fiscal and operational matters and develops recommendations for new programs and service expansions;
Provides technical assistance to departmental staff in budget preparation by explaining financial policies and procedures to ensure clarity and proper use of the budget system;
Contributes to the development of initial recommendations for core funding levels based on revenue and expenditure projections, as well as departmental performance measures;
Compiles and prepares budget data for inclusion in the department's budget documents, ensuring accuracy and clarity;
Processes user access requests and approval workflows for business and financial systems within the department;
Utilizes internal tools to reconcile and balance financial data across multiple systems specific to the department;
Provides user support and troubleshooting for departmental business and financial systems, ensuring smooth operations;
Assists in testing enhancements and configurations of financial systems used by the department;
Maintains the chart of account elements in the department's financial system, ensuring proper categorization and tracking;
Conducts reconciliations to safeguard departmental inventory, ensuring proper controls are utilized;
Prepares internal financial and budget reports by gathering, analyzing, and interpreting departmental data;
Monitors departmental spending throughout the year and gathers data to provide recommended forecasts;
Collects information on departmental programs, goals, and objectives, compiling data for analysis and performance evaluation.
Minimum Qualifications:
Associate's degree from an accredited college or university with a major in accounting, finance, economics, public or business administration or a closely-related field as determined by the department head at the time of recruitment AND two years of professional experience in accounting, budgeting, auditing or accounting analysis, or financial management research.
OR:
Two years with Pima County in a Payroll Specialist, Accounts Payable Specialist, or closely-related position as determined by the department head at the time of recruitment.
(Relevant experience and/or education from an accredited college or university may be substituted.)
Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application or write "see resume" on your application.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Valid driver license is required at time of application. Valid AZ driver license is required at time of appointment. The successful applicant will be subject to a 39-month DOT Motor Vehicle Record review to determine applicant's suitability to operate county vehicles in accordance with Pima County administrative procedures. Failure to obtain and maintain the required licenses and certifications shall be grounds for termination. Any offer of employment resulting from this recruitment is contingent upon Fleet Services' review and approval of the candidate's driving record.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. Some positions may require satisfactory completion of a personal background investigation by the court or law enforcement agencies, due to the need for access to County Attorney and Court facilities, records, and communication systems.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by the position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law.
$54.9k-76.9k yearly Auto-Apply 4d ago
Financial Analyst II (Accounts Receivable)
Dawar Consulting
Finance advisor job in Tucson, AZ
Our client, a world leader in diagnostics and life sciences, is looking for a "Financial Analyst II (Accounts Receivable)" based out of Tucson, AZ.
Job Duration: Long Term Contract (Possibility Of Conversion & Extension)
Pay Rate : $35/hr - $40/hr on W2
Company Benefits: Medical, Dental, Vision, Paid Sick leave, 401K
The Accounts Receivable Analyst is responsible for overseeing the accounts receivable lifecycle process. Think of this position as quality control, but for accounting!
Job Responsibilities:
Identifying and submitting posting corrections
Resolve cash application discrepancies using reporting to identify discrepancies
Investigate and resolve customer discrepancies, billing issues, and payment disputes in a professional and timely manner through cross -functional collaboration.
Analyze and manage the accounts receivable aging, identifying trends, and mitigating risk to improve collection effectiveness.
Prepare and present regular reports on AR performance, aging analysis, and collection forecasts.
Collaborate with Business Development, Customer Service, and Project Management teams to resolve client issues and optimize the overall order -to -cash cycle.
Support the month -end close process with AR reconciliations and aging report reviews.
Ensure compliance with all company policies, accounting principles, and relevant financial regulations.
Identify and implement opportunities for process improvements and automation within the AR function.
Qualifications:
5 -10 years of experience with data and financial analytics
Candidates must be able to take initiative to identify issues, and take corrective
If interested, please send us your updated resume at
**********************/***************************
$35 hourly Easy Apply 60d+ ago
Top Secret Principal Financial Analyst, Adv Effectors & Space
RTX
Finance advisor job in Tucson, AZ
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
Active and transferable U.S. government issued security clearance is required prior to start date. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
Security Clearance:
DoD Clearance: Top Secret
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
Our team solves tough, meaningful problems that create a safer, more secure world. The Advanced Effectors and Space (AE&S) Sub-Strategic Business Unit within Raytheon's Advanced Technology Strategic Business Unit has an immediate need for a Program Cost Controls analyst on a strategic Withheld Program.
This is a Major program and Key Strategic Pursuit for the company with high level engagement with the customer, Raytheon and RTX leadership that could be a career defining opportunity. This role will be responsible for supporting Contract Data Requirements list (CDRLs) including IPMDAR, CFSR and provide analysis to assist leadership in making sound decisions for the financial execution of the programs being supported. To meet these deliveries, you will partner with a multi-functional program team including the Program Director, CAMs and IPT Leads, joining other finance analysts supported by a Finance Manager.
This position is currently designated as Onsite. However, the successful candidate will be required to work onsite from our Tucson, AZ location.
What You Will Do
Process Baseline Change Requests (BCRs).
Execute a variety of program and financial control actions, including supporting Estimates-at-Complete (EACs), External Reporting (IPMDAR), Monthly.
Utilize a comprehensive suite of program controls tools (Business Warehouse (BW), Analysis for Office (A/O), for Project, SAP/APEX, PMX Tool Suite) to provide targeted EVMS analysis that drives efficiencies and meets internal and external EVMS compliance standards.
Collaborate with key functional leaders in the Program Office, Engineering, Supply Chain, as well as Leadership Team to support financial reviews and execution of a program with significant scope.
Provide timely support for ad hoc data reporting to meet the evolving needs of the organization.
Support CAMs in development of variance analysis.
Support quarterly Estimate at Completion (EAC) and analyze vs Latest Revised Estimates (LRE).
Prepare weekly and monthly program reports.
Provide support for internal/external program reviews with key team members.
Partner with PM and Planning for EV implementation.
Ad-hoc support and analysis.
Qualifications You Must Have
Typically requires a Bachelor's Degree in Finance, Accounting, Economics, Mathematics or related field & 5 years finance work experience; OR an Advanced degree and 3 years finance work experience.
Experience in EVMS, Program Controls, and/or Cost/Schedule Integration.
Experience with SAP, for Project, RTX Tool Suite or similar tools.
Active and transferable U.S. government issued Top-Secret clearance is required prior to start date. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.
Qualifications We Prefer
Passion, commitment, and dedication along with a positive can-do attitude.
Excellent written and oral communication skills and presentation skills.
Ability to provide analysis of complex data.
Understanding of RTX financial and accounting policies and procedures
Strong analytical and problem-solving skills.
Ability to work well under pressure with both internal and external customers
Ability to influence without authority.
Experience in the creation, assessment, or review of external reporting experience: Contract Performance Report (CPR), Integrated Program Management Report (IPMR), or Integrated Program Management Data Analysis Report (IPMDAR).
Raytheon EVMS Certification or industry equivalent.
What We Offer
Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.
Whether you're just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance, and child/adult backup care.
Relocation assistance is available provided final candidate meets eligibility requirements .
Learn More & Apply Now!
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
$49k-72k yearly est. Auto-Apply 4d ago
Principal Finance Analyst *ONSITE*
RTX Corporation
Finance advisor job in Tucson, AZ
Country: United States of America Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
Security Clearance:
None/Not Required
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
We have an excellent opportunity for a finance professional (P3) to join our LADS Patriot Product Line (PPL) BMC4I IPT Finance Team. The successful candidate for this role will employ their technical knowledge of finance and program control, problem solving, communication and leadership skills. The candidate will work independently as well as partner cross-functionally across the product line and with Business Operations finance, Global Supply Chain (GSCM) finance and the various Program Offices in a fast-paced environment while executing similar scope on multiple programs.
This role supports a PMO that predominantly resides on the East coast U.S. time zone. Onsite work can be done at the Andover, MA, McKinney, TX or the Tucson, AZ location. Relocation assistance is not being provided.
What You Will Do
* Quarterly EAC reviews, by individual program & product line summaries
* Trend analysis for spend rates & EVMS Metrics at a product line
* Process Budget Change Requests (BCRs) as needed
* Manpower planning (IPT, ESPB)
* Support proposal activities & pricing exercises
* Financial responsibility for IPT (Integrated Product Team), ESPB (Engineering Support to Production Baseline) & NRE (Non-Recurring) efforts across the portfolio
* Batting order simulations
* Various ad hoc exercises
Qualifications You Must Have
* Typically requires a Bachelor's degree in Business, Finance, Economics or related field & a minimum of 5 years of Finance related experience; OR an Advanced degree and 3 years of Finance related experience
* Experience with SAP, Business Warehouse, MS Project or a similar system
* Experience with EVMS (or equivalent experience)
* Experience with MS Excel, Word, and/or PowerPoint
* U.S. citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements.
Qualifications We Prefer
* Experience with either Program Controls or Business Operations finance
* Strong attention to detail, quality, and accuracy with demonstrated experience meeting critical deadlines
* Independent, motivated and able to collaborate across the organization
* Ability to drive independent analysis in a highly dynamic and constantly changing environment
* Goal-oriented individual who enjoys working in a Team environment with excellent communication, organization and analytical skills
* EV Certification
* Basic understanding of PRISM, PRISM reports, GSCM/Ops/Quality Pooling applications, "Standard Structure," rules tables and breakpoints
What We Offer
Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.
Learn More & Apply Now!
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Our people apply undaunted curiosity, relentless ambition and boundless imagination to challenge convention and drive progress. Our commitments are underpinned by the belief that safety, inclusion and well-being are integral to success. Headquartered in Chantilly, Virginia, we have more than 53,000 employees in approximately 80 countries across all 7 continents.
We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security.
As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting deep-dive analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities.
This isn't just a contract - it's a commitment to global impact. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time.
What You'll Do
Conduct in-depth Counter Threat Finance (CTF) and Threat Finance Intelligence (TFI) analysis to disrupt and dismantle illicit financial activities.
Support law enforcement and Department of Defense missions targeting financial networks tied to criminal and national security threats.
Create high-quality intelligence products including Action Plans, Target Packages, Analytical Reports, and Executive Briefings.
Collaborate across agencies to strengthen information-sharing and provide actionable operational recommendations.
Contribute to policy development and program initiatives that shape future strategies.
Monitor, assess, and present insights on emerging threats and TFI data to leadership and stakeholders.
What You Bring
High School diploma with 10+ years of relevant experience OR Bachelor's/Master's with 5+ years of experience.
Active TS/SCI clearance (U.S. citizenship required).
Background in Counter Threat Finance, Counter Narcotics, Counterterrorism-and familiarity with intelligence disciplines such as HUMINT, SIGINT, or law enforcement/regulatory investigations.
Experience with Bank Secrecy Act reporting mechanisms (e.g., Suspicious Activity Reports).
Proficiency using intelligence tools such as Palantir, Google Earth, Analyst Notebook, TAC, DataXplorer, or Voltron Suite.
Strong understanding of interagency processes, intelligence oversight, and analytical methodologies.
Solid skills in Microsoft Office and data exploitation tools.
Preferred Qualifications
CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner) certification.
This role is an opportunity to be on the front line of financial intelligence-where your analysis drives real-world impact. If you are passionate about uncovering hidden networks and strengthening national security, we'd love to have you on our team.
Compensation Details:
N/A
The compensation range or hourly rate listed for this position is provided as a good-faith estimate of what the company intends to offer for this role at the time this posting was issued. Actual compensation may vary based on factors such as job responsibilities, education, experience, skills, internal equity, market data, applicable collective bargaining agreements, and relevant laws.
Benefits Overview:
Our health and welfare benefits are designed to support you and your priorities. Offerings include:
Health, dental, and vision insurance
Paid time off and holidays
Retirement benefits (including 401(k) matching)
Educational reimbursement
Parental leave
Employee stock purchase plan
Tax-saving options
Disability and life insurance
Pet insurance
Note: Benefits may vary based on employment type, location, and applicable agreements. Positions governed by a Collective Bargaining Agreement (CBA), the McNamara-O'Hara Service Contract Act (SCA), or other employment contracts may include different provisions/benefits.
Original Posting:
01/12/2026 - Until Filled
Amentum anticipates this job requisition will remain open for at least three days, with a closing date no earlier than three days after the original posting. This timeline may change based on business needs.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.
$49k-72k yearly est. Auto-Apply 8d ago
Financial Advisor
Touchstone Wealth
Finance advisor job in Tucson, AZ
As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities.
If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a FinancialAdvisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry.
Consider becoming a
touchstone
to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system.
How will you grow your business? You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development and joint work
Who do you need to be to succeed?
- A strong relationship builder with a focus on putting people first
- A connector of people
- A dedicated worker: independent, self-motivated and goal oriented
We will help you by providing…
- Leadership support, business advice and guidance
- Lots of training/support opportunities for collaboration and mentorship
- Cutting edge technologies that make doing business much easier
- A team-based environment that sees collaboration as key to success
- Professional development assistance
Qualifications:
BA, BS and/or graduate degree or equivalent work experience required
Market development/networking abilities
Securities licenses preferred but not required (SIE, Series 7 and 66)
#LI-TW1
$44k-88k yearly est. 60d+ ago
Financial Planner
Spence, Cassidy & Associates
Finance advisor job in Tucson, AZ
Job Description
The Financial Planner Opportunity
We're looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence.
At Spence, Cassidy & Associates, you build your practice on your terms - working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It's a rewarding career and we invite you to explore the opportunity we offer:
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists
Offer exceptional income potential, where your earnings are reflective of your efforts.
Encourage independence and work-life synergy as you plan your schedule
Benefits
Extremely Competitive Compensation Plan.
Medical Insurance.
Prescription Drug Insurance.
Health Savings Account (HSA).
Dental Insurance.
Vision Insurance.
Life Insurance.
Disability Insurance.
401k Matching Retirement Plan.
Errors & Omissions Coverage.
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced FinancialAdvisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic FinancialAdvisors!
$44k-87k yearly est. 11d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance advisor job in Tucson, AZ
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's FinancialAdvisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a FinancialAdvisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financialadvisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financialadvisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a FinancialAdvisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$45k-70k yearly est. 36d ago
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ
Jpmorgan Chase 4.8
Finance advisor job in Tucson, AZ
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a FinancialAdvisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
SummaryDepartment - Finance and Risk ManagementJob Description
REVISED
OPEN UNTIL FILLED
Job Type: Classified
Salary Grade: 17
Pay Range
Hiring Range: $84,575 - $101,490 Annually
Pay Range: $84,575 - $118,406 Annually
Range Explanation:
Hiring Range is an estimate of where you can receive an offer. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, education, licenses, training, and internal equity.
Pay Range is the entire compensation range for the position.
The first review of applications will be on
12/12
/2025.
Pima County's Department of Finance & Risk Management is looking for a skilled, motivated professional leader to join their Departmental Analysis Division. The successful candidate will work as the supervisor of a dedicated team of professionals, providing coaching, mentoring, and training in their career development. The team is responsible for preparing annual budgets, monthly forecasting, ad hoc analysis, and operational accounting. The ideal candidate will facilitate a team-building environment while demonstrating the ability to prioritize tasks and meet deadlines, while emphasizing accuracy and attention to detail. We are looking for an enthusiastic, dependable, innovative leader with excellent communication skills and a positive attitude to join our team.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's need and will be communicated to the applicant or incumbent by the supervisor.
Manages and administers, and plans administrative or support services or operations, including fiscal and general administrative functions as they relate to area of assignment;
Manages, administers, and coordinates internal services or support functions for a department or specific functional unit;
Manages the acquisition, storage, and distribution of supplies and equipment to support unit or department activities;
Develops or participates in the development of departmental-related policies and procedures and implements same as they relate to area of assignment;
Interprets unit or department policies and operational procedures and reviews current and proposed new or changed rules, regulations, or related materials for impact on unit, division, or department management or operations, and recommends changes to management;
Develops and implements new procedures for both short and long-term plans to improve efficiency, productivity, and operating economy of areas of assignment;
Provides input to and assists in the development and design of automated information systems;
Coordinates the collection, reporting, and documentation of data for assigned activities through affected supervisors and division managers and composes and writes reports concerning activities of areas of assignment;
Oversees the development, submission, maintenance, and archiving of County/state/ federal-mandated reports, forms, and records;
Directs formal training and development programs for assigned staff, County employees, or community or public interest groups;
Supervises, trains, and evaluates support staff and coordinates the activities of area of assignment;
Reviews work of staff to ensure accuracy of documents and adherence to policy;
Represents the department/division by interacting with various County, federal, and state departments, agencies, private industry, contractors, and public committees to assist in accomplishing department and unit goals;
Administers internal personnel activities in coordination with the centralized Human Resources Department;
Monitors day-to-day financial matters such as sources of funding, contract renewals, payroll, purchases, and petty cash funds;
Administers internal procedures for conducting competitive hiring and promotion;
Develops, monitors, revises, and administers all or part of the department or assigned unit budget and maintains budgetary records;
Conducts research, data gathering, and reporting of special projects related to area of assignment.
Minimum Qualifications:
Bachelor's degree from an accredited college or university with a major in public or business administration, finance, accounting, economics, or a related field as defined by the department head at the time of recruitment, AND three years of professional-level budget, auditing, or accounting analysis, financial management research, or fiscal administration experience.
(CPA designation may substitute for one year of the required professional experience.)
Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application or write "see resume" on your application.
Preferred Qualifications: (Be specific in describing your experience in your application. Ensure the descriptions provided illustrate your competencies, specifically addressing the required and preferred qualifications.):
Minimum two (2) years of experience preparing and developing annual budgets.
Experience with trend analysis and monthly forecasting.
Experience supervising, training, and mentoring staff.
Experience with Microsoft Excel, specifically with Pivot Tables, V-Lookups, and formulas.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Valid driver license is required at time of application. Valid AZ driver license is required at time of appointment. The successful applicant will be subject to a 39-month DOT Motor Vehicle Record review to determine applicant's suitability to operate county vehicles in accordance with Pima County administrative procedures. Failure to obtain and maintain the required licenses and certifications shall be grounds for termination. Any offer of employment resulting from this recruitment is contingent upon Fleet Services' review and approval of the candidate's driving record.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. A prior criminal conviction will not automatically disqualify a candidate from employment with the County.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law
$42k-52k yearly est. Auto-Apply 22d ago
Financial Analyst III
Dawar Consulting
Finance advisor job in Tucson, AZ
Our client, a world leader in diagnostics and life sciences, is looking for a "Financial Analyst III” based out of Tucson, AZ.
Job Duration: Long term Contract (Possibility Of Further Extension)
Company Benefits: Medical, Dental, Vision, Paid Sick leave, 401K
Provides support for financial oversight for revenue collections, forecasting and P&L analysis. This role assists the subject matter expert to develop accurate revenue and financial dashboards in order to drive insights, identify gaps and compare contract terms across the portfolio to improve costs and performance. It will help automate and drive towards effective process solutions.
Job Responsibilities:
Creates financial models based on analyses to support organizational decision making.
Develops automated reporting and forecasting tools for more efficient use of data.
Looking at current financial performance and identifying trends.
Updates departmental systems with current and accurate information.
Plays a lead role in developing, recommending, implementing, and providing standardized and ad hoc contract management tools in accordance with requirements, objectives and partner/stakeholder needs. Includes dashboard analytics and reporting.
Ensures integrated revenue, contract and budget planning.
Drives, reviews, and recommends implementation of improvements of data source tool and reporting.
Works closely with cross -functional stakeholders to develop and implement appropriate metrics.
Participates in the implementation of new or otherwise updated reporting, which may include contributing to the development and updating of training materials to assist stakeholders in the use and interpretation of such reports.
Provides contract term input for tracking support and invoicing recordation for actual and forecast activity.
Qualifications:
Experience in Data and Financial Analytics providing insightful analytics to drive decision making in complex business environments
Strong analytical skills: ability to search, select, analyze and synthesize data and information from various domains.
Strong financial acumen: proven financial methodologies, analysis, and reporting capabilities.
If interested, please send us your updated resume at
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$49k-72k yearly est. Easy Apply 60d+ ago
Principal Finance Analyst *ONSITE*
RTX
Finance advisor job in Tucson, AZ
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
Security Clearance:
None/Not Required
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
We have an excellent opportunity for a finance professional (P3) to join our LADS Patriot Product Line (PPL) BMC4I IPT Finance Team. The successful candidate for this role will employ their technical knowledge of finance and program control, problem solving, communication and leadership skills. The candidate will work independently as well as partner cross-functionally across the product line and with Business Operations finance, Global Supply Chain (GSCM) finance and the various Program Offices in a fast-paced environment while executing similar scope on multiple programs.
This role supports a PMO that predominantly resides on the East coast U.S. time zone. Onsite work can be done at the Andover, MA
, McKinney, TX or the Tucson, AZ
location. Relocation assistance is not being provided.
What You Will Do
Quarterly EAC reviews, by individual program & product line summaries
Trend analysis for spend rates & EVMS Metrics at a product line
Process Budget Change Requests (BCRs) as needed
Manpower planning (IPT, ESPB)
Support proposal activities & pricing exercises
Financial responsibility for IPT (Integrated Product Team), ESPB (Engineering Support to Production Baseline) & NRE (Non-Recurring) efforts across the portfolio
Batting order simulations
Various ad hoc exercises
Qualifications You Must Have
Typically requires a Bachelor's degree in Business, Finance, Economics or related field & a minimum of 5 years of Finance related experience; OR an Advanced degree and 3 years of Finance related experience
Experience with SAP, Business Warehouse, MS Project or a similar system
Experience with EVMS (or equivalent experience)
Experience with MS Excel, Word, and/or PowerPoint
U.S. citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements.
Qualifications We Prefer
Experience with either Program Controls or Business Operations finance
Strong attention to detail, quality, and accuracy with demonstrated experience meeting critical deadlines
Independent, motivated and able to collaborate across the organization
Ability to drive independent analysis in a highly dynamic and constantly changing environment
Goal-oriented individual who enjoys working in a Team environment with excellent communication, organization and analytical skills
EV Certification
Basic understanding of PRISM, PRISM reports, GSCM/Ops/Quality Pooling applications, “Standard Structure,” rules tables and breakpoints
What We Offer
Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.
Learn More & Apply Now!
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
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How much does a finance advisor earn in Catalina Foothills, AZ?
The average finance advisor in Catalina Foothills, AZ earns between $32,000 and $120,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Catalina Foothills, AZ