What are the responsibilities and job description for the Wealth Manager position at W3Global?
Location: Peoria, AZ
Job Type: Full-Time | On-site
About The Role
We are seeking a driven and client-focused Wealth Manager to join a growing financial services firm specializing in comprehensive financial planning and family office solutions. This role involves working closely with clients to understand their financial goals and develop customized strategies across investments, retirement planning, and insurance.
Key Responsibilities
Partner with clients to assess financial goals and create tailored financial plans
Manage and monitor investment portfolios to align with client objectives
Provide guidance on wealth-building, retirement strategies, and risk management
Conduct financial analysis and present actionable insights
Maintain strong, long-term client relationships through trust and performance
Stay current on market trends and financial regulations
Ensure compliance with all applicable financial and regulatory standards
Qualifications
Strong expertise in financial planning, investments, and portfolio management
Solid understanding of finance and insurance principles
Series 65 securities license and Life & Health insurance licenses (or willingness to obtain)
Excellent analytical, communication, and interpersonal skills
Proven ability to manage client relationships and deliver strategic financial guidance
High level of attention to detail and commitment to ethical practices
Bachelor's degree in Finance, Economics, Business, or related field
Experience in retirement planning, portfolio management, or financial advisory services is a plus
Job Type: Full-Time | On-site
About The Role
We are seeking a driven and client-focused Wealth Manager to join a growing financial services firm specializing in comprehensive financial planning and family office solutions. This role involves working closely with clients to understand their financial goals and develop customized strategies across investments, retirement planning, and insurance.
Key Responsibilities
Partner with clients to assess financial goals and create tailored financial plans
Manage and monitor investment portfolios to align with client objectives
Provide guidance on wealth-building, retirement strategies, and risk management
Conduct financial analysis and present actionable insights
Maintain strong, long-term client relationships through trust and performance
Stay current on market trends and financial regulations
Ensure compliance with all applicable financial and regulatory standards
Qualifications
Strong expertise in financial planning, investments, and portfolio management
Solid understanding of finance and insurance principles
Series 65 securities license and Life & Health insurance licenses (or willingness to obtain)
Excellent analytical, communication, and interpersonal skills
Proven ability to manage client relationships and deliver strategic financial guidance
High level of attention to detail and commitment to ethical practices
Bachelor's degree in Finance, Economics, Business, or related field
Experience in retirement planning, portfolio management, or financial advisory services is a plus
Salary : $100,000 - $130,000