Wealth Manager

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

Wealth Manager

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.

Requirements

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