Relationship Manager
About The Position
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 Relationship Manager to join our growing team and support our lead Financial Advisor in delivering exceptional, high-touch client experiences. This is a full-time, on-site role for someone who is organized, service-minded, and energized by being a key part of a close-knit, professional team. At Strategy Financial Group, we believe great client experiences start the moment someone walks through our doors. We’re a growing, values-driven financial planning firm dedicated to helping our clients retire with confidence, and we do that by putting people first, acting with integrity, and working as a true team.
Requirements
- Enjoy being the trusted point of contact clients rely on
- Take pride in being organized, prepared, and detail-oriented
- Communicate clearly and professionally, and follow through consistently
- Like supporting others and being an essential part of a high-functioning team
- Feel energized by helping people understand complex information with confidence
- Are proactive, thoughtful, and calm under pressure
- Value long-term relationships and doing work that truly matters to clients
Responsibilities
- Prepare and assist with customized financial plans and supporting materials
- Support client and prospect meetings through data gathering, reporting, and follow-up documentation
- Manage life insurance and long-term care applications from submission through issuance
- Maintain accurate client records, reports, and compliance-related documentation
- Provide proactive, high-quality client service and clear, timely communication
- Partner closely with the Financial Advisor to ensure a smooth, professional client experience from start to finish
Benefits
- Market-competitive compensation
- Weekly half-day Fridays, supporting work–life balance
- A culture of trust, autonomy, and ownership
- Professional, collaborative, and people-first environment
- Stable, growing firm with long-term career opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
