Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer-focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself and providing superior customer service and expertise, we would like to talk to you! Our well-established and growing financial firm in Scottsdale, AZ is seeking to add an experienced financial assistant to the team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.
Strategy Financial Group is seeking a Relationship Manager for our Scottsdale Office. This is an on-site position and candidates must be able to work primarily in the office.
Position Overview:
Assist the Financial Advisor in preparing and implementing customized financial plans, processing life insurance and long-term care applications, and managing client paperwork. Support client and prospect meetings by gathering data, preparing reports, and following up on applications. Build and maintain strong relationships with high-touch clients by providing exceptional service and proactive communication. Maintain industry-specific reports, understand investment products, and contribute to team goals in a collaborative environment.
Minimum Requirements:
We are seeking a detail-oriented professional with a strong background in processing and relationship management. The ideal candidate will have:
A college degree (preferred but not required)
2+ years of experience in processing within a relationship management environment
Strong organizational, prioritization, and interpersonal skills
Excellent verbal and written communication skills
Proficiency in MS Office Suite, including Outlook, Excel, Word, and PowerPoint
This role requires a proactive approach to client service, the ability to manage multiple tasks efficiently, and a commitment to delivering high-quality work in a collaborative team environment.
Key Responsibilities:
Prepare, present to Financial Advisor, and assist in implementing customized financial plans.
Prepare paperwork needed for prospect/client meetings.
Prepare & meet with prospects/clients to sign term life insurance applications and long-term care applications. Follow up processing paperwork until policy is issued.
Follow up processing paperwork until policy is issued.
Assist main Advisor with meeting individual and team goals.
Review notes from all prospect meetings, gather data & prepare forms, illustrations, quotes & any additional reports as needed for prospect & client appointments. Contact prospects to obtain missing data to prepare for upcoming appointments.
Prepare and maintain a variety of industry-specific reports.
Understand investment products used & recommended for prospects/clients.
Persistence to achieve goals and ability to fulfill unique role in a cooperative team environment.
Thank you for your interest in the Relationship Manager role for Strategy Financial Group, an independent financial services firm located in Scottsdale, Arizona. Please take a moment to explore our website www.strategyfinancialgroup.com and view the services we provide.
To apply:
If you feel that you have the skills it takes for the position's responsibilities listed, please send your resume and cover letter to recruiter@strategyfinancialgroup.com. Please note the position you are applying for in the subject line.