Presidio Group Wealth Management is seeking a full-time Client Associate (CA) to join their growing firm. At their Tucson, Arizona branch office, you will assist Financial Advisors to maximize productivity and to ensure an exceptional service experience with our clients. Your day will be busy from start to finish. From providing an unforgettable first impression to the firm’s perspective clients to assisting clients with their needs in a timely, professional manner, you will make an impact every day. This is an interactive position where every day brings new challenges and opportunities to grow.
The ideal candidate is one that operates with attention to detail, has a desire to help, owns their tasks, and encompasses great organizational skills.