Wealth Manager

Strategy Financial Group•Peoria, AZ

20d•$70,000 - $100,000•Onsite

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 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.

Requirements

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

Nice To Haves

College degree preferred
Experience with Redtail or a similar CRM preferred

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