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| Job Category : | Business |
| Company Name: | Tocco Financial Services |
| Position Name: | Financial Advisor |
| Location : | 1647 N Swan Rd, Tucson, AZ 85712 |
| Job Description : | Tocco Financial Services (TFS) is a growing independent and comprehensive financial planning firm. Recently Judy Tocco has been honored as a member of LPL Financial’s Executive Council Club. This elite award is presented to less than 0.5% of the firm’s more than 19,000 financial advisors nationwide.We strive to be an employer where employees are proud to work, have the opportunity to advance in their careers, earn a competitive salary, have bonus income opportunities, receive benefits above industry standards, feel valued, and have the potential for equity ownership of a thriving corporation through hard work and dedication. This is accomplished through a disciplined and coordinated effort in working together as a team.We have been extremely successful in growing our business through our thorough investment and planning process and delivering exceptional customer service to our clients. Substantial marketing has not been necessary, as our referrals from existing clients have naturally grown our business by double digits for several years in a row.We believe in the education and dedication of our advisors to the financial planning process. The ideal candidate for our advisor positions would be CERTIFIED FINANCIAL PLANNER™ professionals or would be willing to obtain their CFP® designation soon after joining our team.As a financial advisor with TFS you will assist in servicing our existing client base and grow with our company by doing the following:· Meet with current clients and prospects to understand their current circumstances and goals· Analyze the information presented by the client or prospect to determine how we may be able to help· Develop and present a plan to help optimize their current financial situation· Implement the financial plan once put into place and adjust over time as needed· Meet with clients regularly to monitor investments and financial planning items· Build relationships with current and prospective clients to help maintain and grow the client baseIf you are career-driven, motivated, and have a desire to assist in providing clients the highest quality customer service possible, we invite you to apply and let us help you achieve professional growth.Requirements:· CFP® preferred or ability to obtain CFP® designation in reasonable timeframe· Current Series 7 and 66 (63/65) licenses· Licensed in AZ for Health, Life and Disability insurance· Three years of experience as a Financial Advisor· Unblemished record and U4· Excellent communication skills both verbally and written· Ability to deliver exceptional client service· Professional presentation· Organized, detail oriented, exceptional follow-up skills· Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions and listen to establish trust and build lasting relationships· Ability to learn and follow established operational proceduresJob Type: Full-timePay: $60,000.00 – $75,000.00 per yearBenefits:401(k)Dental insuranceHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceVision insuranceSchedule:8 hour shiftSupplemental Pay:Bonus payCOVID-19 considerations:All staff are currently wearing masks, and we ask clients to do so as well. Common areas are sanitized frequently, and after each client visit.Application Question(s):Will you pass a fingerprinting, criminal and financial background check?Experience:Financial Advisory: 2 years (Required)License/Certification:securities license(s) (Required)Work Location: One location |
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