Wealth Manager

About the jobWealth Manager

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Wealth Manager to the Team!

The Wealth Manager will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients.

Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.

Key Traits

Strong initiative

Positive attitude

Ability to market to local clients

Persistence

An entrepreneurial perspective to build client base

Persuasive ability

Minimum Requirements

College degree preferred

5+ years of financial services experience with an emphasis on sales

Life and Health Licensed; Series 65

Strong organizational, prioritization, interpersonal, and management skills

Strong mathematical and analytical skills

Excellent communication skills; both verbal and written

Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)

Experience with Redtail/CRM preferred, but not required

Responsibilities

Prepare, present, and implement customized financial plans

Assist clients with annuities, life, long-term care, and managing money

Provide financial planning advice to include investment, insurance, and retirement

Develop, manage, and retain strong client relationships

Assist the main Advisor with meeting individual and team goals

Hours

M-F: 9 am – 5 pm

Seminars 3 per month

Salary

TBD

Benefits

Health Insurance

401(k)

PTO