Careers
Not just a job. A community.
We have helped Arizona families retire on their own terms since 2004. It takes a team to do that well, and we are always looking for the next person to join ours.
Why Fullerton
Work that shows up in someone's life.
Fullerton Financial Planning is more than an advisory firm. We are a team of people who get to change how families experience retirement, and we have been doing it for the Valley since 2004. Every role here, client-facing or behind the scenes, is part of that work.
We value collaboration, curiosity, and genuine care for clients and for each other. You are encouraged to bring your own expertise to the table, grow into what you are good at, and build something here for the long run.
- 2004Founded by Steve & Stephanie Fullerton
- 20+ yrsHelping Arizona retirees
- 3Offices across the Valley
- 10Advisors on the team
Where you might fit
Three sides of the same job.
We are always looking for talented, driven people. Whether your strengths are in marketing, advising, or client service, there is a place for you on the team.
Marketing
Help the Valley find us. Marketing runs the seminars, events, and media that introduce families to Fullerton and explain what we actually do.
Advisory
Our advisors are the heart of the firm. You would guide clients through the transition into retirement and build relationships that last decades.
Client servicing
Client care is the whole job. Servicing works with clients day to day, keeps plans moving, and makes sure nothing falls through.
Our benefits
Supported in and out of the office.
A good team is supported in every part of life, so we offer competitive pay and benefits built around that.
- Health & wellness. Medical, dental, and vision plans.
- Work/life balance. Paid time off and paid holidays so you have time to recharge.
- Retirement savings. A 401(k) with company matching.
- Room to grow. Opportunities to advance into new roles inside the firm.
Students & early career
Fullerton Fellows.
Fullerton Fellows is our paid internship. Fellows spend four months inside one of our departments and get a real look at how a financial planning firm runs, from client servicing and investment advising to marketing and the first impressions team. Terms run in the spring, summer, and fall.
Finishing a term does not guarantee a role with the firm. It is still one of the best ways we know to find out whether this work is for you. Fellowship openings are posted on our job board alongside everything else.