Investment Consultant

5 days ago


Phoenix, Arizona, United States Strategy Financial Group Full time

Wealth Management Advisor

Are you ready to elevate your career in the financial services sector? At Strategy Financial Group, we are seeking a dedicated and self-driven Wealth Management Advisor to enhance our client relationships and provide exceptional financial guidance.

The selected candidate will engage directly with clients, nurturing existing relationships while also reaching out to potential clients through various channels. Key responsibilities include collaborating with senior advisors, managing client portfolios, conducting outreach to schedule meetings, and participating in educational seminars.

Essential Qualities:

  • Proactive mindset
  • Optimistic demeanor
  • Ability to attract local clientele
  • Tenacity
  • Entrepreneurial approach to client acquisition
  • Influential communication skills

Qualifications:

  • Bachelor's degree preferred
  • Minimum of 3 years in financial services with a focus on sales
  • Licensed in Life and Health; Series 65 certification
  • Exceptional organizational and interpersonal skills
  • Strong analytical and numerical abilities
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
  • Familiarity with CRM software, such as Redtail, is a plus

Key Responsibilities:

  • Design, present, and execute tailored financial strategies
  • Guide clients on annuities, life insurance, long-term care, and investment management
  • Offer comprehensive financial planning services including investment, insurance, and retirement solutions
  • Build and maintain robust client relationships
  • Support the lead advisor in achieving both individual and team objectives

Work Schedule:

  • Monday to Friday: 9 am – 5 pm
  • Conduct three seminars monthly

Compensation:

  • To be determined

Benefits:

  • Health Insurance
  • 401(k) Retirement Plan
  • Paid Time Off

Presented by Advisor Employee Services Thank you for considering the Wealth Management Advisor position. Advisor Employee Services is a consulting firm that represents top-tier financial advisors nationwide. We specialize in identifying the precise personnel needs of established financial professionals. If you possess the qualifications outlined, we encourage you to explore this opportunity further.



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