Wealth Manager
Strategy Financial Group
- Salary
- $70k - $100k
- Experience
- 5+ yrs
- Location
- Phoenix or Peoria or Chandler
- Job type
- Full-time
Required skills
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Redtail
About the role
5+ years financial services experience with sales emphasis; Life and Health insurance licenses and Series 65; strong communication, math, analytical, organizational skills; proficiency in Microsoft Outlook, Excel, Word, PowerPoint; college degree preferred; Redtail or similar CRM preferred.
About Strategy Financial Group
Arizona financial planning firm serving retirees with retirement income, investment, tax, healthcare, and legacy planning.
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