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

Full-Time | Phoenix, AZ; Peoria, AZ; Chandler, AZ.

Schedule: Monday Thursday, 9:00 to 5:00, Friday 9:00 - 1:00, plus three seminars per month

Compensation: $70,000 - $100,000; DOE

Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care.

We are seeking a Wealth Manager who enjoys working directly with clients, building lasting relationships, and helping people make informed financial decisions. In this role, you’ll work alongside our lead Financial Advisor to develop and implement financial plans, meet with prospective clients from seminars and referrals, and support existing clients as their needs evolve. You’ll be involved in both the planning and relationship sides of the work: listening to what matters to each client, explaining recommendations clearly, and following through as plans are put into action.

This is an opportunity for someone who is comfortable initiating conversations and motivated to build a client base over time. You’ll have the support of an established advisory team while taking ownership of your appointments, client relationships, and results.

What You’ll Do

• 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

Who Thrives In This Role

You’ll thrive here if you are self-motivated, comfortable initiating conversations, and committed to earning clients’ trust over time. You enjoy working as part of a team while taking ownership of your relationships and results.

Benefits

• Health insurance
• 401(k)
• Paid time off

If you’re excited to help clients plan for their future and grow your career with a relationship-focused advisory team, we’d love to hear from you.

What We’re Looking For

• 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