Strategy Financial Group · 1 day ago
Financial Advisor
Phoenix, AZ
Full-time
Onsite
Mid Level
3+ years expStrategy Financial Group is seeking to add a Financial Advisor to their team in Phoenix, AZ. The role involves meeting with clients, developing financial plans, building relationships, and assisting the main Advisor in achieving goals.
Financial ServicesLife InsuranceRetirement
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managing money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist the main Advisor with meeting individual and team goals
Qualification
Required
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)
Preferred
Experience with Redtail/CRM preferred, but not required
Benefits
Health Insurance
401(k)
PTO
Company
Strategy Financial Group
You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Calvin Goetz
Retirement Wealth Strategist & Investment Advisor Representative | Founder & President
Recent News
Seattle TechFlash
2025-06-06
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