Sonora Investment Management, located in Scottsdale, AZ, has been providing uniquely independent and trusted investment expertise for over 35 years. The company focuses on evaluating the financial health of clients and creating customized investment solutions that meet their objectives. Sonora is committed to asset growth with a disciplined approach to capital preservation and income, maintaining the highest levels of integrity and transparency as a fiduciary.
Role Description
This is a full-time on-site role for a Certified Financial Planner at Sonora Investment Management. The Certified Financial Planner will be responsible for financial planning, personal financial planning, retirement planning, and other finance-related tasks to create customized investment solutions for clients in Scottsdale, AZ.
Qualifications
Financial Planning and Finance skills
Personal Financial Planning and Retirement Planning skills
Certified Financial Planner certification
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Bachelor's degree in Finance, Economics, or related field
3 Years of Experience in Wealth Management or Financial Advisory