Working at Fullerton
At Fullerton Financial Planning, we are more than just a financial advising firm—we are a community dedicated to transforming the financial futures of our clients. As one of Arizona's leading retirement planning firms, we have spent nearly two decades building trust and providing meaningful solutions for individuals and families across the state. Every team member at Fullerton plays an essential role in this mission, helping to make retirement dreams come true.
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Why Fullerton?
Working at Fullerton Financial means joining a family that values collaboration, innovation, and care for both clients and employees. Each member of our team is given the unique opportunity to positively impact the financial futures of the people we serve. We foster a culture that prioritizes relationships, where team members are encouraged to grow and excel professionally while making a real difference in the lives of others.
We believe in empowering our employees to bring their expertise and unique skills to the table. When you join our team, you are not just stepping into a job—you are stepping into a career filled with purpose, growth, and community. Whether you’re helping our clients plan for their future or supporting our internal operations, your contributions directly impact our mission to improve the financial well-being of those we serve.
Our Benefits
We understand that a successful team is supported in every aspect of life. That’s why Fullerton Financial offers competitive benefits designed to ensure your well-being, both in and outside of the office. Our benefits include:
Health & Wellness
Comprehensive medical, dental, and vision plans.
Work/Life Balance
Paid time off and paid holidays to ensure you have time to recharge.
Financial
Competitive pay, 401(k) with company matching, and opportunities for career advancement.
Our Mission
Our mission is simple: to help clients protect and grow their assets while minimizing risk, so they can enjoy a comfortable and secure retirement. We achieve this through a comprehensive planning approach that incorporates thoughtful strategies and a diverse array of financial products. At Fullerton, every client is treated with care and personalized attention, and we believe in extending that same commitment to our employees.
Our Values
Since our founding in 2004, Fullerton Financial has been driven by the values of integrity, compassion, and community. We are committed to fostering long-term relationships, giving back to our local communities, and ensuring that every client receives a customized financial plan that suits their unique retirement goals.
Available Positions
We are always seeking talented, driven individuals who want to make a real impact. Whether your strengths are in marketing, advisory services, or client servicing, there is a place for you on the Fullerton team.
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Marketing
Join our marketing team and help Fullerton Financial connect with clients in new and meaningful ways. You’ll play a crucial role in sharing our message and ensuring that our community understands the services we provide.
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Advisory Team
Our financial advisors are at the heart of what we do. With your expertise, you’ll guide clients on their journey toward a fulfilling retirement, building trust and long-term relationships along the way.
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Servicing
Client care is our top priority. In a servicing role, you’ll be working directly with clients to understand their financial goals and ensure that their needs are met, day in and day out.
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