Wealth Manager

Strategy Financial Group•Chandler, AZ

18h•$70,000 - $100,000

About The Position

Strategy Financial Group, an independent financial services firm, is seeking a Wealth Manager to build long-term client relationships and help clients make informed financial decisions through personalized financial planning. The role works alongside the lead Financial Advisor to develop and implement financial plans, meet prospective clients from seminars and referrals, and support existing clients as their needs evolve. It includes both financial planning and client relationship responsibilities, with ownership of appointments, client relationships, and results while working with an established advisory team. The position is full-time in Chandler, Arizona. The schedule is Monday through Thursday, 9:00 a.m. to 5:00 p.m., and Friday, 9:00 a.m. to 1:00 p.m., plus three evening seminars per month. Compensation is $70,000–$100,000, depending on experience.

Requirements

At least 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 prospective and existing clients.
Develop, manage, and retain 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.