Careers at Parkwoods
Work with Purpose. Plan with Clarity.
At Parkwoods Wealth Partners, we believe financial planning starts with purpose – understanding what matters most and building from there. Our team helps clients live intentionally, using a planning-first approach that connects money to meaning.
We’re always interested in meeting professionals who share that commitment. Whether you’re a financial advisor who believes in Purpose First Planning or a specialist who wants to contribute to our mission in another capacity, we’d like to hear from you.
If you value thoughtful relationships, evidence-based investing, and helping clients find confidence in their financial lives, Parkwoods may be the right place for you.
To explore opportunities with us, send a note to careers@parkwoods.com and tell us a bit about yourself.
Current Openings
Wealth Advisor (CFP®) | Tucson, AZ
The Role
We are seeking an experienced Wealth Advisor (CFP®) to join our Tucson-based team. This role is ideal for a seasoned advisor who embraces fiduciary responsibility, values intellectual honesty, and is motivated by helping clients make thoughtful, informed financial decisions.
Key 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.
Qualifications
- 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
Compensation & Long-Term Alignment
- High base salary
- Performance-based bonus aligned with client outcomes and firm success
- Equity opportunity for the right candidate, reinforcing long-term fiduciary alignment
- Competitive benefits package and professional development support
Why Parkwoods
- Fee-only structure with no product sales or commissions
- Planning-driven, collaborative culture
- Opportunity for long-term career growth and ownership