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Financial Planning Associate — in Wealth Advisory
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-01-15
Listing for:
TCI Wealth Advisors, Inc.
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Tucson is seeking a Financial Planning Associate I to support Wealth Advisors by analyzing financial data, preparing planning materials, and collaborating with team members. The ideal candidate has a Bachelor's Degree, a commitment to client-focused service, and must obtain a Series 65 license within a year. This role emphasizes developing technical skills and contributing to an inclusive environment.
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Position Requirements
10+ Years
work experience
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