Senior Analyst / Advisor

Attessa Capital is an investment management firm (Registered Investment Advisor) serving high-net worth individuals, family offices, and corporations. The firm is based in Tucson, AZ, and has a satellite office in Phoenix, AZ.This is a full-time, in-person job at our Tucson, AZ office.Responsibilities: Client relationship responsibilitiesPrimary point of contact; deliver proactive, high-touch communication and follow-through.Coordinate internally to resolve client needs and improve the ongoing client experience.Client onboarding and transitionsLead onboarding from signed agreement through account setup, transfers, and first-90-day experience.Manage documentation and coordination with custodians/third parties to keep onboarding on track and in good order.Meeting preparation, follow-up, and documentationPrep meeting materials, agendas, and data, and participate in meetings.Send recaps, track action items, and maintain accurate CRM notes and records.Service requests and operational coordinationOversee day-to-day service requests (cash movements, account maintenance, beneficiary updates, etc.).Liaise with custodians/partners, troubleshoot issues, and escalate while keeping clients informed.Investment Research & Financial PlanningPerform research on existing and prospective investmentsHelp in the preparation, creation, and reporting of financial plansSupport for advisors and planning teamPartner with advisors to implement planning recommendations and ensure clients feel supported.Spot life-event triggers and coordinate next steps with internal/external professionals.Compliance and risk awarenessFollow firm policies for compliance, privacy, and recordkeepingBusiness development supportSupport referral/prospect workflows (intake, scheduling, materials, follow-up).Help coordinate relationship-building with centers of influence (CPAs/attorneys) and related meetings/materials.The above list is not comprehensive, but is meant to give an idea for the type of workKnowledge, Skills & Abilities: Required:Strong interpersonal skillsExcellent computer/software skillsStrong attention to detailStrong financial literacy and understandingDesired:Experience with a financial services firm, ideally a Registered Investment AdvisorExperience w/ Charles Schwab (i.e. Schwab Advisor Center), or comparable experience w/ TD Ameritrade, Fidelity, Pershing, etc.Salary:$100,000 – $200,000, depending on background/qualificationsBenefits: Full time, salaried positionHealth, Dental, & Vision Insurance401(k) with employer matchingVacation days, provided and negotiable