Wealth Manager | Client-Focused Advisory & Growth

Strategy Financial Group; Chandler (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 Chandler, AZ is seeking a Wealth Manager to work directly with clients, building long-term relationships and developing tailored financial plans alongside the lead Financial Advisor. You’ll meet with prospective clients from seminars and referrals, and support existing clients as their needs evolve.

You’ll take ownership of appointments, relationships and results with clear guidance and follow-through.

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.

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.

Skills

Sales in financial services

Relationship-building

Communication skills

Analytical skills

Organization

Initiative

Education

College degree preferred

Series 65 license

Life and Health Insurance Licenses

Tools

Redtail CRM

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Strategy Financial Group in Chandler, AZ is seeking a Wealth Manager to work directly with clients, building long-term relationships and developing tailored financial plans alongside the lead Financial Advisor. You’ll meet with prospective clients from seminars and referrals, and support existing clients as their needs evolve.

You’ll take ownership of appointments, relationships and results with clear guidance and follow-through.