Harvard Group International
Associate Financial Advisor (Tucson)
Harvard Group International, Tucson, Arizona, United States, 85718
ROLE OVERVIEW: Associate Financial Advisor
We are seeking a motivated, client-focused
Associate Advisor
to support a high-performing Tucson, AZ office while contributing to broader regional advisory needs. This role is ideal for an emerging advisor who is hungry, humble, and smartsomeone who thrives in a fast-paced environment, is committed to continuous learning, and is pursuing a long-term career path in wealth management. The Associate Advisor will support client meetings, build and update financial plans, assist with 401(k) engagement, and help deliver a consistent, high-quality client experience across the region.
A major highlight of this role is the opportunity to work directly with a successful Partner Advisor who built and grew their own firm, offering hands-on mentorship and real exposure to future client ownership. Reporting to the Regional Director, this position provides a well-defined pathway to becoming a Financial Advisor, supported by their robust education benefits, full coverage of licensing and certification expenses, and a clear succession opportunity within the Tucson office.
Key Responsibilities: Associate Financial Advisor Support client meetings through preparation, planning updates, analysis, and follow-through. Build and update financial plans and assist with plan implementation and coordination with internal teams. Participate in 401(k) enrollment meetings and support Tucsons business-owner and high-net-worth clients. Collaborate with regional Associate Advisors and the central Financial Planning team during peak workloads. Engage in mentorship, training, and ongoing development while pursuing required licenses and designations.
Qualifications & Experience: Associate Financial Advisor Bachelors degree in Finance, Financial Planning, Business, Economics, or related field. At least a year of financial planning, wealth management, banking, or related experience (or strong internship background). Proficiency with financial planning tools (e.g., MoneyGuide), CRM platforms (e.g., Salesforce), and Microsoft Office. Experience supporting client-facing work with strong communication skills and professionalism. Highly organized, detail-oriented, collaborative, and eager to pursue the
CFP
and long-term growth into an Advisor role.
Ideal Candidate Profile: Associate Financial Advisor Hungry, humble, and smartcareer-driven, coachable, and emotionally intelligent. Thrives in a client-centric, fast-paced environment with high expectations and high reward. Strong communicator with emerging executive presence and a commitment to delivering an exceptional client experience. Organized, accurate, and dependable, with strong follow-through and attention to detail. Motivated to grow into an Advisor role with long-term succession potential in the Tucson office.
Associate Advisor
to support a high-performing Tucson, AZ office while contributing to broader regional advisory needs. This role is ideal for an emerging advisor who is hungry, humble, and smartsomeone who thrives in a fast-paced environment, is committed to continuous learning, and is pursuing a long-term career path in wealth management. The Associate Advisor will support client meetings, build and update financial plans, assist with 401(k) engagement, and help deliver a consistent, high-quality client experience across the region.
A major highlight of this role is the opportunity to work directly with a successful Partner Advisor who built and grew their own firm, offering hands-on mentorship and real exposure to future client ownership. Reporting to the Regional Director, this position provides a well-defined pathway to becoming a Financial Advisor, supported by their robust education benefits, full coverage of licensing and certification expenses, and a clear succession opportunity within the Tucson office.
Key Responsibilities: Associate Financial Advisor Support client meetings through preparation, planning updates, analysis, and follow-through. Build and update financial plans and assist with plan implementation and coordination with internal teams. Participate in 401(k) enrollment meetings and support Tucsons business-owner and high-net-worth clients. Collaborate with regional Associate Advisors and the central Financial Planning team during peak workloads. Engage in mentorship, training, and ongoing development while pursuing required licenses and designations.
Qualifications & Experience: Associate Financial Advisor Bachelors degree in Finance, Financial Planning, Business, Economics, or related field. At least a year of financial planning, wealth management, banking, or related experience (or strong internship background). Proficiency with financial planning tools (e.g., MoneyGuide), CRM platforms (e.g., Salesforce), and Microsoft Office. Experience supporting client-facing work with strong communication skills and professionalism. Highly organized, detail-oriented, collaborative, and eager to pursue the
CFP
and long-term growth into an Advisor role.
Ideal Candidate Profile: Associate Financial Advisor Hungry, humble, and smartcareer-driven, coachable, and emotionally intelligent. Thrives in a client-centric, fast-paced environment with high expectations and high reward. Strong communicator with emerging executive presence and a commitment to delivering an exceptional client experience. Organized, accurate, and dependable, with strong follow-through and attention to detail. Motivated to grow into an Advisor role with long-term succession potential in the Tucson office.