Relationship-Driven Wealth Manager

Strategy Financial Group; Peoria (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Job summary

Strategy Financial Group is seeking a Wealth Manager to join an established advisory team in Phoenix, Peoria, or Chandler. You will work with the lead Financial Advisor to develop and implement financial plans, meet with seminar prospects and referrals, and support existing clients as needs evolve.

This role focuses on building lasting relationships, guiding investments, insurance, retirement, and long-term care while owning appointments and results.

Qualifications

• 5+ years of financial services experience with an emphasis on sales.
• Life and Health insurance licenses and Series 65
• Strong communication and relationship-building skills
• Sound mathematical and analytical abilities
• Excellent organization, prioritization, and follow-through
• Initiative, persistence, and an entrepreneurial approach to building a client base
• Proficiency with Redtail CRM or similar systems

Responsibilities

• Prepare, present, and implement customized financial plans based on clients’ goals and circumstances
• Meet one-on-one with prospective and existing clients to understand their needs, discuss options, and guide next steps
• Provide guidance on investments, insurance, retirement, annuities, life insurance, and long-term care
• Make outbound calls to schedule appointments with prospects and existing clients
• Develop, manage, and retain strong client relationships through attentive service, clear communication, and consistent follow-through
• Participate in approximately three public seminars per month, including introducing the lead Financial Advisor and connecting with prospective clients
• Partner with the lead Financial Advisor to achieve individual and team goals

Skills

Communication

Relationship-building

Sales experience

Analytical abilities

Organizational skills

Initiative

Persistence

Education

College degree preferred

Tools

Redtail CRM

Microsoft Office (Outlook, Excel, Word, PowerPoint)

Job description

Strategy Financial Group is seeking a Wealth Manager to join an established advisory team in Phoenix, Peoria, or Chandler. You will work with the lead Financial Advisor to develop and implement financial plans, meet with seminar prospects and referrals, and support existing clients as needs evolve.

This role focuses on building lasting relationships, guiding investments, insurance, retirement, and long-term care while owning appointments and results.