Senior Financial Advisor
RJP Estate Planning is looking for a Senior Financial Advisor to join our Tucson office. This is not a traditional advisory role where you are expected to build everything from scratch. At RJP, you will step into a system that has been built, tested, and refined over years. One that lets you focus entirely on advising while we handle everything else.
A Proven System That Works for You
Most advisors spend half their energy finding clients. At RJP, that problem is solved. Our system has taken advisors producing $7–10 million per year and grown them to $25–50 million per year. Every advisor we have placed into this system has succeeded. No exceptions.
No Cold Calling
You will never pick up the phone to chase a lead. Our system eliminates cold outreach entirely.
No Marketing or Seminars
No dinner seminars, no mailers, no ad spend out of your pocket. We handle all of it.
No Overhead
No rent, no staffing costs, no technology expenses. You focus on clients. We cover the rest.
Dedicated Support Staff
You get your own support team handling scheduling, paperwork, and follow-up so you can stay focused on advising.
Your Own Private Office
A professional, fully-equipped workspace where qualified clients are brought directly to you.
3–5 Qualified Clients Daily
Not leads. Not prospects. Real clients, escorted to your office, ready to hear your advice on their estate and financial plans.
What Your Day Actually Looks Like
You walk into your private office. Your support staff has your schedule ready. Between three and five clients have been scheduled for the day. These are not cold leads and they are not prospects who need convincing. They are individuals and families who have already expressed interest and are ready to sit down and hear your advice on their estate and financial plans.
You spend your day doing what you do best: advising real people on real plans that protect their families and their futures. No time wasted on cold calls, no evenings spent at seminars, no money spent on marketing. Your only job is to deliver excellent advice.
This is not a pitch. This is what every advisor at RJP experiences. It is a system that has been built, tested, and proven over years, and it has never failed.
See What Is Possible
When you step into a system that actually works, the results speak for themselves. Advisors who join RJP do not just grow their production. They transform their lives.
Real results from real advisors who joined the RJP system.
Responsibilities
- Deliver personalized estate and financial planning consultations to a steady stream of qualified clients provided by RJP
- Build comprehensive retirement income, investment, and estate planning strategies tailored to each client’s goals
- Manage ongoing client relationships and guide families through each stage of the planning process
- Leverage firm-provided technology, tools, and support staff to streamline your workflow
Qualifications
- 5+ years of experience in a client-facing financial advisory role (preferred)
- Proven track record of building client relationships and closing consultative sales
- Active FINRA Series 65 or 66 and life/health insurance licenses required
- Additional licenses such as Series 6, 63, or 7 are preferred or should be obtained within the first year
- Equivalent qualifications like ChFC, CFP, or CFA will be considered
Benefits & Perks
- A proven client acquisition system that delivers three to five qualified clients to your office daily
- Your own private office with dedicated support staff
- Zero marketing costs, zero lead generation, zero cold calling
- No rent, no staffing headaches, no overhead
- Competitive compensation with performance-based bonuses tied to your production growth
- Comprehensive Medical, Dental, and Vision coverage
- Professional development resources and continuing education support
Licensing Notes
- FINRA oversees licenses such as Series 3, 6, 7, and 24
- NASAA oversees Series 63, 65, and 66 (combination of 63 & 65, with Series 7 as a prerequisite)
- Designations like CFP, CIC, ChFC, PFS, and CFA may substitute for the Series 65 license
Apply for This Role
Senior Financial Advisor. Let's start with your name.