Wealth Advisor: Personal Planning & Client Growth

RiseMe; 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 in Phoenix, AZ seeks a Wealth Manager to join our independent advisory team. You will work with clients to develop and implement financial plans, meeting with prospects from seminars and referrals, and supporting existing clients as needs evolve.

You’ll manage appointments, build a client base, and collaborate with the lead Financial Advisor to achieve individual and team goals. The role offers a full-time schedule in Phoenix/Peoria/Chandler with ongoing seminars and

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 in Microsoft Outlook, Excel, Word, and PowerPoint.
• College degree preferred.
• Experience with Redtail or a similar CRM preferred.

Responsibilities

• Prepare, present, and implement client financial plans based on goals and circumstances.
• Meet one-on-one with prospective and existing clients to assess needs 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 and clear communication.
• Participate in approximately three public seminars per month and connect with prospective clients.

Skills

Sales experience

Communication

Relationship building

Analytical ability

Organization

Education

College degree preferred

Series 65 license

Life and Health licenses

Tools

Microsoft Outlook

Excel

Word

PowerPoint

CRM (Redtail)

Job description

Strategy Financial Group in Phoenix, AZ seeks a Wealth Manager to join our independent advisory team. You will work with clients to develop and implement financial plans, meeting with prospects from seminars and referrals, and supporting existing clients as needs evolve.

You’ll manage appointments, build a client base, and collaborate with the lead Financial Advisor to achieve individual and team goals. The role offers a full-time schedule in Phoenix/Peoria/Chandler with ongoing seminars and