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Financial Planning Specialist

1 month ago

Phoenix, Arizona, United States Strategy Financial Group Full time
Job Summary:

Strategy Financial Group is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients.

Key Responsibilities:

Prepare and present customized financial plans to clients
Assist clients with annuities, life, long-term care, and managing money
Provide financial planning advice on investment, insurance, and retirement
Develop and manage strong client relationships
Assist the main Advisor with meeting individual and team goals

Requirements:

College degree preferred
3+ 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

What We Offer:

Competitive salary
Health Insurance
401(k)
PTO
Opportunity to work with a reputable and expanding business model

About Us:

Strategy Financial Group is a consulting firm located in Phoenix, AZ, representing the top 1% of financial advisors in all 50 states in their hiring needs. We are not a staffing firm, but a reputable business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills and experience required for this position, please apply today.