High-Touch Relationship Manager - Financial Planning (On-Site AZ)

Posted 4 days ago

socketPhoenix (AZ)

Personal Financial AdvisorsInsurance Agencies and Brokerages

SENIORITY

Senior

About the role

Strategy Financial Group is seeking a Relationship Manager to join our growing, client-focused advisory team in Peoria/Phoenix, AZ. This full-time, on-site role supports the lead Financial Advisor and delivers high-touch client experiences. You’ll prepare customized planning materials, assist meetings, manage life insurance and LTC applications, and maintain accurate client records, while collaborating to ensure a smooth, professional client journey from start to finish. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.