Parkwoods Wealth Partners · 16 hours ago
Wealth Advisor (CFP®)
Tucson, AZ
Full-time
Onsite
Senior Level
5+ years expParkwoods Wealth Partners is a fee-only, fiduciary advisory firm committed to providing objective, competent, and client-centered financial advice. They are seeking an experienced Wealth Advisor (CFP®) to serve as the primary fiduciary advisor for client relationships and deliver comprehensive financial planning.
Financial Services
Responsibilities
Serve as the primary fiduciary advisor for client relationships, acting at all times in the client’s best interest
Deliver comprehensive financial planning that integrates investments, retirement planning, tax-aware strategies, and life transitions
Apply objective, evidence-based, passive investment strategies aligned with each client’s goals and risk tolerance
Build trusted, long-term relationships through clear communication, empathy, and disciplined advice
Collaborate with colleagues to maintain a consistent, high-quality client experience rooted in competence and accountability
Continuously seek opportunities to improve client outcomes through education and proactive planning
Qualification
Required
CFP® certification required, reflecting a commitment to professional competence
Minimum of 5 years' experience as a lead advisor
Strong knowledge of passive, evidence-based investing
Demonstrated commitment to fee-only, fiduciary advice
Excellent communication skills and a client-first mindset
Desire to grow within a values-driven advisory firm
Benefits
Competitive benefits package
Professional development support
Company
Parkwoods Wealth Partners
𝗪𝗵𝗮𝘁 𝗞𝗶𝗻𝗱 𝗼𝗳 𝗟𝗲𝗴𝗮𝗰𝘆 𝗪𝗶𝗹𝗹 𝗬𝗼𝘂 𝗟𝗲𝗮𝘃𝗲? When it gets down to it, we all just want to have enough money to live the life we want.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase