What are the responsibilities and job description for the Wealth Manager position at Strategy Financial Group?
Company Description
Strategy Financial Group is a leading provider of comprehensive Family Office with Retirement and Financial Planning services, with over a decade of experience helping clients across the nation achieve their financial goals. Based in Phoenix, Arizona, with additional offices in Chandler, Peoria, Tucson, and Oro Valley, our team of experienced professionals specializes in creating personalized financial solutions. Each partner holds a Series 65 securities license, allowing them to provide expert investment advice on retirement planning and portfolio management. We are committed to offering clear, accessible guidance and innovative financial education, including on-site workshops and consultations to empower our clients and their employees.
Role Description
This is a full-time on-site Wealth Manager role located in Peoria, AZ. The Wealth Manager will work closely with clients to assess their financial goals and develop tailored financial plans, including investments, retirement strategies, and insurance options. Responsibilities include managing investment portfolios, conducting financial analysis, providing guidance on wealth-building strategies, and delivering excellent client service. Additionally, the role involves staying up-to-date with market trends, ensuring compliance with regulatory requirements, and fostering long-term client relationships built on trust and sound financial advice.
Qualifications
- Expertise in Financial Planning, Investments, and Investment Management
- Strong understanding of Finance and Insurance principles
- Holds a Series 65 securities license and life and health insurance licenses (or willingness to obtain)
- Exceptional analytical, communication, and interpersonal skills
- Proven ability to manage client relationships and provide strategic financial guidance
- Detail-oriented with a commitment to ethical practices and client confidentiality
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Experience in retirement planning, portfolio management, or financial advisory services is a plus